Availability Switch for Users in Vtiger is a customization that allows to make a user available/unavailable for the “assigned to” field. if a user is unavailable then records cannot be assigned to that specific user.

For example, if one of the CRM user is on leave, then the status of that user can be switched to unavailable and no records can be assigned to that user.

Available/Not-Available switch

After the customization each user will see available/unavailable switch top right corner of the CRM window. Using it they can tag themselves as Available and Unavailable. If the user is unavailable then tht user cannot be selected in “Assigned to” field

When the switch is in Available state that means the records (Tickets Leads Contacts, etc.) can be assigned to that user

When the switch is in Not-available stat that means the records (Tickets Leads Contacts, etc.) cannot be assigned to that user

Lets take a look at this customization with an example for better understanding.

Case 1: When user is Available

The user “VTE DEV” is available

Hence, in assigned to field the user “VTE DEV” is selectable

Case 2: When user is Not Available

The user “VTE DEV” is Unavailable

Hence, in assigned to field the user “VTE DEV” is Unselect able

Working of the customization

This work through the “Employees” module. You can access it through the “Tools”

Using “Employees” module you can check which users are “Available” and which are ” Unavailable”

You can access the record and check when was the switch used for that user by going to its updates

Update other users Availability

You can update the availability of other users from Employees module as well

For example, here we are making user “Heather Krojn” unavailable

Mass Editing

You can also mass edit the status of the users using Employees module

Select the Users, whose availability status you want to edit

Select their availability status

List view assignment

You can also use this feature in list view assignment column of a module. While assigning the record in list view assignment, the records can not be assigned to the users who are “Unavailable”

The user “Cher Hugill” is made “Unavailable” by the admin

Here in this screenshot, the ticket cannot be assigned to the “Cher Hugill” as he is unavailable

Assign to buttons

This feature also works for the buttons

Here admin is trying to reassign a ticket to “Cher Hugill” using reassign button

But it the user “Cher Hugill” in not clickable as he is “Unavailable”