5 VTiger Extensions To Manage Lists Professionally
Dealing with lists can be tricky in VTiger CRM, whether those are Related lists, list-view, or Kanban view. We gave deep thoughts to sort those needs, and designed some extensions that you will surely find very helpful in managing lists in VTiger.
VTiger Related & List view Edits
This VTiger extension allows you to edit fields from within any Related or List-view. So you don’t have to open a record to edit, as you can perform the changes from the Related or List-view. It is as simple as it sounds. Plus, the extension is compatible with all the custom & standard fields as well as all field types (text, picklist, multi-select, currency, lookup/relation, etc.). And it also supports custom filters and views.
VTiger Related & List-view Edits is a great way to enhance the efficiency of your CRM system. The ability to modify records without the actual requirement of opening them makes it a solid contender of top positions in the market.
Visit the Extension page for more details including video guides, screenshots, live demo, and product price.
Dominant Aspects:
- Enables field editing in the Related & List-view on the fly
- Easy-to-configure User Panel where you can allow/hide the fields to be edited
- Compatible with Custom & Standard Filters
- Standard & custom VTiger fields & field types are supported
- Compatible with VTiger Standard & Custom Modules
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger Favorite, Recent, & Custom Lists
This is a tool designed to manage lists of records. VTiger Favorite, Recent, & Custom Lists substantially lets users to mark/tag the records as starred and bring them on the Custom or Favorite List. So there is no need to toggle between the filters anymore looking for records.
The app is intuitively designed to exhibit lists without leaving current VTiger screen. Plus, users can develop lists like “Recently Modified” and avail 3 icons to access each custom list from any VTiger screen.
Visit the Extension page for more details including video guides, screenshots, live demo, and product price.
Dominant Aspects:
- Tag any record as Favorite (star 1-5) in VTiger
- Supports 3 lists: Favorite, Recently Modified & Custom Lists
- 3 icons for easily accessing the list
- Intuitive “slide in/out” functionality enables viewing lists without leaving current VTiger page
- Intuitive configuration panel allows:
- Configuration of Favorite & custom lists (modules) for every user
- Custom modules for each type of list that is fully configurable
- Designing of multiple lists for one model e.g. Open Tickets, Closed Tickets, etc.
- Allows users to click into the record from within the list
- Options to reschedule or “OK” the notifications
- Supports All Standard VTiger Modules
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger List-view Colors
This is a custom filter app that colors the rows on the list-view, so you can spot and identify the required records within the first glance. The filter and highlighting rules are specified by you with the help of the intuitive configuration panel. Predefined color codes are provided for the ease. In addition, you can configure colors for each module, specify text, background, and active colors.
The standard and customized VTiger modules are perfectly supported. The major fraction of time it saves, makes VTiger List-view Colors eligible in our catalogue.
Visit the Extension page for more details including video guides, screenshots, live demo, and product price.
Dominant Aspects:
- Filter records according to your defined rules for convenient identification
- Express Text, Background, and active colors
- Configuration panel with the ability of configuring colors for any field
- Customize the colors centered on filters & conditions
- Supports Standard & Custom Filters
- Attuned with VTiger Standard & Custom Modules
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger Kanban View
VTiger Kanban View is the easiest way to create dynamic “cards” to visualize your workflow. Managing modules e.g. Opportunities, Tickets, Tasks, Projects etc. is now the most stress-free task. Simply configure them to have different sets of fields on the card as well as the “grouping/primary field”.
Along with the management of lists, Kanban view is extremely useful for team members to collaborate with team and manage sales opportunities, tickets, projects, tasks or any other lists of records.
The feature that brings the extension into Limelight is the user-friendliness. You can Drag & Drop the cards from one “Status/Stage” into the other. Plus, you can quickly update the fields from on the card. With the integrated filters and ability to switch between the views while going through the list, will definitely enhance the sales efficiency.
Visit the Extension page for more details including video guides, screenshots, live demo, and product price.
Dominant Aspects:
- Converts List-view into a Kanban/Pipeline view
- Supports tranquil features like Drag & Drop, Update notifications, and hover-to-edit fields
- Standard & Custom filters are supported on the Kanban view
- Allows to configure “Primary Field” and those to be displayed
- Works with Standard and Custom VTiger Modules
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger Related & List-view Tooltip
VTiger Related & List-View Tool-tip is yet another incredibly helpful extension to manage lists. It adds the ability to quickly check the detailed information on the List-view or any Related List. Simply hovering over the fields displays the advanced tool-tips with pre-configured fields and comments. Moreover, comments can be added in addition to scheduling activities and creating opportunities, all that without having to open the record and from within the tool-tip.
If you need to configure fields to be displayed, limit comments, and active fields, an intuitive configuration panel is there for your assistance.
Visit the Extension page for more details including video guides, screenshots, live demo, and product price.
Dominant Aspects:
- Advanced Tool-tip that is available on List-view & Related List
- Adaptable Fields & Field Order
- Ability to create Opportunity, Activity from within the Tool-tip
- You can express comments and define the comment limit
- Adding new comments and Field editing is supported from within the Tool-tip
- Description field limit is backed by “number of lines to display”
- Works with all Standard or Custom VTiger Modules
- Module Manager Compatible
- Available on VTiger Marketplace
