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VTExperts Comply With GDPR Regulations Update 2018

May 11, 2018
Article
This article explains the compliance of VTExperts Inc. with GDPR’s regulations until 2018. VTExperts has always been up to date when it comes to security standards and safety measurements. We’ve already been following the best practices in regards to collecting, processing, and managing our Clients’ data. So we took this opportunity to clarify how do we go about the data we have and how much is it that we collect. As we deal in VTiger CRM versions VTiger 7 and VTiger 6, GDPR affects greatly all of the CRMs just as VTiger CRM. For legal documentation, please see our GDPR compliance statement.   What Data Do We Collect? It is often considered that our extensions collect huge amount of data as they require constant connectivity to Internet. Here’s the correction. We DO NOT collect any of the data through our extensions. Our extensions need connectivity to our license server to

VTiger 7.1 Features Development

September 25, 2017
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We have some exciting news for VTiger open source community! VTiger developers have been working on a VTiger 7.1 release and just informed us on the new feature that will be introduced. The original message below   We would like to update you that we have been working on Vtiger Open Source V7.1 features and planning to release it in couple of weeks. Following are the list of features including differed issues from previous version. Features : Follow A Record (Click on Star icon to follow a record. By following any record, you get updates on it as other users of your organization modify the record. these updates are notified to you via channels enabled in the Notification Center Settings. De-select the Star icon to unfollow the record.) Duplicate Record Prevention (Prevent duplicate records in Vtiger from all sources by enabling duplicate check) Webform Attachments (Allow user to attach files to

VTiger Item Details Customizer (Advanced)

July 1, 2017
Article

VTiger Document Designer and PDF Maker + Digital Signature 2.0

June 30, 2017
Article

VTiger 7.0.1 Patch has been released

June 6, 2017
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VTiger 7.0.1 GA Release   VTiger 7.0 GA (Stable) was released on May 23rd, 2017, however the release had few critical bugs that needed to be addressed right away. On June 6th, 2017 VTiger 7.0.1 patch was released. Here’s the list of issues fixed: #546 – Unable to open the Mail Converter from the menu #554 – Migration errors from V6.5 to V7 #526 – google sync not working #559 – Project Summary Broken #552 – 1st Comment not show in summary #566 – Calendar Issues #517 – pie chart doesn’t have legend In addition to the above, we also have a few minor changes. #551 – Extension banner show also 6.x extensions #493 – change organization associated to opportunity from summary view   Latest source code can be downloaded from git or official vtiger website. If you already installed VTiger 7.0 – you will need to go through the

VTiger 7.0 GA (Stable) has been released

May 23, 2017
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VTiger 7.0 GA (Stable) Release   We are thrilled to announce the release of VTiger 7.0 GA (Stable). New version of VTiger  was completely redesigned and has new user interface(theme), which a lot more responsible and user friendly. In addition, it has many new features along with the security updates. To find out more – please see offical vtiger announcement.   VTiger 7.0 GA can be downloaded from vtiger.com. Official VTiger 7.0 GA (Stable) Download Link   VTiger 7.0 GA interactive demo is available as well, please follow the link below VTiger 7.0 Open Source Live Demo   The upgrade patch for VTiger 6.5 to 7.0, has already been released and the instructions can be found below. Step by Step Guide to Upgrade VTiger 6.5 to VTiger 7.0   Our VTiger Extension Pack has been already converted and will work with VTiger 7.0 right away. Note, that not all of the extensions have been

VTiger 7.0 GA Release & Extension Pack (Schedule, Updates & Compatibility)

May 21, 2017
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VTiger 7.0 GA Release   VTiger 7.0 GA (Stable) has been released May 23rd, 2017. You can download it from vtiger.com or obtain latest code on git. You can find full feature list here.   Here’s a VTiger 7.0 introductory/demo video which covers most of the features: https://www.youtube.com/watch?v=4jlhqKQSpP4     Extension Pack Compatibility with VTiger 7.0 Open Source   Our team has been working really hard in the past few months to convert most of our extensions to be compatible with VTiger 7.0. We are excited to say, that 95% of our extensions have already been converted and are fully compatible with VTiger 7.0 open source. You can check the status of each as well as see which extensions have been discontinued for one reason or another. VTiger 7.0 Extension Pack Compatibility Chart   In addition, our extension pages(on the website) have already been updated and include screenshots/videos/live demos & user guides

VTiger 7.0 Open Source Demo

May 21, 2017
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VTiger 7 Open Source Demo   VTiger 7.0 has officially been released May 23rd, 2017. You can download the latest files from vtiger.com or code.vtiger.com. We have setup a VTiger 7.0 demo instance that has the latest vtiger stable files.   VTiger 7 Demo Link: http://demo7.vtexperts.com/vtigercrm7demo/index.php VTiger 7 Demo Username: demo VTiger 7 Demo Password: demo   *Note, we have disabled admin access due to security reasons.   List of VTiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. And much more!   For any questions – please contact us at help@vtexperts.com Thanks

Step by Step Guide to Upgrade to VTiger 7.0

May 21, 2017
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VTiger 7 upgrade path is very similar to earlier versions. You will need to download the patch, extract it, backup your files/db and run the VTiger 7 migration wizard. This article provides step by step instructions to upgrade to VTiger 7.0. VTiger 7 has a completely redesigned user interface and a lot of new features. If you haven’t had a chance to test drive vtiger 7 – you can play around with our demo. VTiger 7 Open Source Demo Link If you are a ‘do it yourself’ type of person  and have enough knowledge about VTiger and its’ upgrade process – you should be able to do it yourself. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading VTiger to the latest version.   #1: Creating Backup of

VTiger 7.0 RC and GA Release Schedule

March 30, 2017
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We’re happy to inform that Vtiger 7.0 RC and GA have been scheduled for the release. These releases include many new features and UI changes. Click here to see our extension pack upgrade schedule and status.   Release Schedule: RC (Validation) – April 10, 2017 GA – Released May 23rd, 2017. List of Vtiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. Once released – we’ll provide demo link. Thanks

VTiger on Steroids

January 24, 2017
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If you are reading this article, chances are – you are a heavy VTiger user. As you probably know, there is no perfect CRM solution that can do everything your business needs, however VTiger can likely do 80% of the things that your business needs and to fulfill the rest – the best way is to add extensions or plugins. We’ve put together a list of most commonly used VTiger Extensions. It includes some of our favorites such as smart search, real time duplicate check, enhanced views and many more that really make VTiger more intuitive and user friendly CRM.     1. Chat With Your Team       [dt_button size=”small” animation=”none” icon=”” icon_align=”left” color=”green” link=”https://www.vtexperts.com/premium/” target_blank=”true”]✓ Included in Extension Pack[/dt_button] [dt_button size=”small” animation=”none” icon=”” icon_align=”left” color=”orange” link=”https://www.vtexperts.com/product/vtiger-collaboration-board-chat/” target_blank=”true”]Extension Details[/dt_button] Emails are great, but they tend to get lost or buried in the inbox, so we came up with a chat plugin for

VTiger 7 Alpha Released. New Layout, Functionality & More!

December 8, 2016
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VTiger 7 Alpha is now available!     VTiger has just pushed the code for VTiger 7 open source to their git repository. From what we know, this development is in early stage and should NOT be used for production. This is a developers release and has not yet been published on vtiger.com.   To download and install VTiger 7 open source – you will need to be familiar with cpanel/ssh. The files are available below: GIT Repo for VTiger 7: http://code.vtiger.com/vtiger/vtigercrm/tree/7.0.0 Download the zip, extract and install it on your server. Please note, this is NOT production version.     VTiger 7 Highlights We don’t have  an official feature list, but from what we’ve seen it’s going to be similar to the below: PHP 7 compatibility New and improved Layout (Responsive?) Redesigned Field Editor Round Robin More intuitive workflow interface Colored picklist values Redesigned & configurable Menu Editor Opportunity to Project

VTiger Premium

October 7, 2016
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Important Announcement: With VTiger 7 around the corner, we’re working to update all of our extensions. All of the VTiger Premium members will be upgraded free of cost when it’s released.   Companies grow, products advance; with the current momentum of innovation, it has become routine now-a-days. But then there are some that leave mark in technology or some that start a new era in the business. VTiger Premium is one of that idea and innovation which is starting a new era. What is VTiger Premium? With 80+ extensions readily available in the market that can be bought and employed, 3000+ premium extensions have been installed by users. There are several more extensions in developmental stages and we are not planning to stop anytime soon. VTiger Premium is the module that will let you access all of the 80+ premium existing extensions for a very low cost. Also, the upcoming extensions,

5 VTiger Extensions To Manage Lists Professionally

September 9, 2016
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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

2 Must Have VTiger Extensions For System Administrators

September 5, 2016
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In the previous weeks, we have discussed a number of useful VTiger extensions that you can avail and implement in your CRM for the ease of your team and users to enhance the productivity. Today, we suggest 2 extensions that directly benefit system administrators in the most superior way.   VTiger Automated Backups   This stellar app for VTiger allows system administrators to backup VTiger Files &  Database to a local folder or an off-site FTP without any hassle. The process is simple and easy. With VTiger Automated Backups module, you can go through and schedule out your automated backups for the best possible and timely outcome without any struggle. The number of days for keeping backups, frequency of the autorun, and the email notifications can be configured. Retrieving the backup is nothing more than moving back to the interface for VTiger Automated. For detailed information about the extension including

2 VTiger Extensions For Documents & Files Management

August 31, 2016
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There is no doubt about the importance of VTiger’s Document module. You can perform a lot of tasks with the module, but a couple of features are missing that may become very handy. Have a look at those features, covered very professionally by VTExperts with these extensions.   VTiger Document Manager   Just imagine creating one or multiple document records by simply dragging and dropping file or files anywhere on the screen. That is the potential of VTiger Document Manager. Being the top VTiger extension for Documents & Files/Folders management on the marketplace, it helps to keep all of the files organized. Plus, now you can see the user to whom the file belongs. You won’t have to go anywhere; the document and list themselves state the ownership. The extension is very accommodating in saving you precious minutes. It just takes about 30 seconds to open a document record, browse,

3 VTiger Extensions To Customize Service & Sales Orders

August 29, 2016
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We, here at VTExperts Inc., keep a closer look on our users’ needs. So, the significance of sales orders and services is not something that we look away from. While using VTiger CRM, the Product & Services can be managed in several ways. But we observed some important customizations missing, which could be very helpful in services & sales purchase orders management. These 3 extensions from VTExperts exactly cover those missing features:   Item Details Customizer – Advanced   VTiger Item Details Customizer (Advanced) is the pro version of its successor and standard “VTiger Item Details Customizer” extension, with several extra features. You can customize Item Details (Product/Services) for Quotes, Invoices, Sales, & Purchase Orders. Moreover, you can also specify new formulas for each column as well as customize formulas for Totals. The extension accommodates multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Also, it is compatible with PDF Maker that enhances its

5 VTiger Extensions To Enhance Quotes And Invoice Generation

August 19, 2016
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At VTExperts, we try our best to provide you complete CRM solutions. And it cannot be accomplished without focusing on the accounts department. So we created several extensions that will be extremely helpful in creating quotes and invoices more efficiently.   VTiger Product & Service Lookup   This extension for VTiger is specially designed to enhance the output of sales documentation including Quotes, Invoices, Sales, and Purchase Orders. You can manually submit the Part Number, Category, Product Description or any other field that you configure to be the search field for Products/Services and see the results without opening the popup. Also, you can specify separate result fields including price, description, or again, any standard or custom VTiger field. VTiger Product & Service Lookup eliminates the need for the extra click (popup) and increases the efficiency and accuracy of adding Products or Services to the Quote, Invoice, Sales, or Purchase Order. For

4 VTiger Extensions To Collaborate & Enhance Team Work

August 9, 2016
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Business is a team work that you run with your strategies. Out of the team work and strategies, the later mostly depends upon your creativity as well as professional approach. You can enhance your strategies and strengthen them with experience. On the other hand, your team’s coordination is completely a different game that depends upon a lot of factors most of which are governable. One way to do so is by employing the best-suited tools and techniques that would boost the efficiency of your working party. You can accomplish a lot for your business with VTiger CRM, but you’ll be surprised how fruitful these 4 extensions can be towards the collaboration of your team.   VTiger Multi User Assignment   There is only one way to assign a record to multiple users in VTiger i.e. by forming a group of those users you want to put in, manually. We took

3 VTiger Extensions To Track Time & Stay On Top Of Support Tickets

August 2, 2016
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As the competition grows, companies deploy more and more advanced tools and techniques to avoid time consuming tasks or get them done rather quickly. As VTExperts always brings on some outstanding customizations for your VTiger CRM, we also thought it would make it more convenient for you if we categorize some really valuable extensions. So we collected a series of 3 VTiger extensions that you can employ to save time and make things easier for support team.   VTiger Time Tracker – User Time Management [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight] [dt_fancy_image type=”” style=”1″ lightbox=”1″ align=”right” padding=”0″ margin_top=”0″ margin_bottom=”0″ margin_right=”0″ margin_left=”0″ width=”” animation=”none” media=”” image_alt=”” hd_image=”” image=”https://www.vtexperts.com/wp-content/uploads/2016/07/VTiger-Time-Tracker-Time-Logging.png”][/dt_fancy_image] VTiger Time Tracker Extension sounds like mere a time tracking customization. Yes, it allows users to keep track of time while working on important or otherwise assignments – but it does a lot more. It can run more than one timer,

3 VTiger Extensions For Your Company’s Sales Men & Managers

July 23, 2016
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Sales team of a company plays chief role in its success, there is no doubt about that. But what if I tell you that they need your help to do so? There are a lot of steps you can take to achieve the purpose, and one of those is configuring the automations for the team. We decided to gather a list of 3 extremely helpful extensions of VTiger your sales team can surely find handy to boost the sales of a company.   VTiger Kanban View [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight] [dt_fancy_image type=”” style=”1″ lightbox=”1″ align=”right” padding=”0″ margin_top=”0″ margin_bottom=”0″ margin_right=”0″ margin_left=”0″ width=”” animation=”none” media=”” image_alt=”” hd_image=”” image=”https://www.vtexperts.com/gifs/vtigerkanbannew.gif”][/dt_fancy_image] When looking for sales tools, one searches for software or extension that provide proper visibility throughout the sales pipeline, warn about potential hurdles, and suggest ways to close deals within the estimated time. That is exactly what

7 Extensions To Boost Productivity Within vTiger

July 18, 2016
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Although hundreds of vTiger extensions are available on vTiger Marketplace, selection of suitable ones may require some time and careful thoughts. So we gathered a list of 7 vTiger extensions that can help you a great deal in enhancing the productivity and efficiency within vTiger CRM. These extensions make some very simple changes like adding buttons, displays etc. to standard and custom views. So you can avail the same interface while saving time and spare efforts.   vTiger Quick Edit   Automation is about everything at your fingertips, isn’t it? Or at least it should be. That is what vTiger Quick Edit provides. The extension leads the list by enabling a very simple “Pencil” icon beside every relevant field, pressing which triggers the Edit function. The sole purpose of vTiger Quick Edit is to allow modification of related records (1:m, 1:1), while working in a record’s Edit/Create view. For more

Develop And Design Attractive Documents With vTiger Proposal & Document Designer

July 17, 2016
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A number of tools are available in market to write a couple of pages, few chapters, or even books with basic to professional formats. But when it comes to craft versatile content like extensive proposals, sales orders, quotes, invoices, or executive subject matter in a style, selection of the right tool can be tricky. Searching for the perfect software is itself a tiring task, let alone the additional processes including email integration with the desired customizations. The problem was addressed at vTiger’s and the team came up with the ultimate solution in the form of vTiger Proposal & Document Designer, along with the capability of Electronic Signature. The powerful vTiger extension has the potential to nimbly design professional, mobile friendly documents and proposals right from the vTiger CRM in minimum time. You can create highly striking executive documents, pamphlets, proposal, etc. that are more anticipated to convince leads and opportunities.

3 vTiger Extensions To Keep The Database Clean, Tidy, And Perfect

July 9, 2016
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As business expands, amount of information in CRM increases. Although, the databases are computerized, it doesn’t mean they don’t require orderly setup. For instance, if proper channels are not followed, there might be overlapping or duplication of submitted information for number of reasons. vTiger presents several extensions that will aid you in data management and keep the information and looks neat and well-ordered. Even one of the useful extensions is free to download and install.   vTiger Duplicate Check & Merge   The first tool for neat and tidy database from our selection is the vTiger Duplicate Check & Merge. The aim of the Duplicate Check & Merge is to auto-detect and deal with any of the duplicate records in the database, plus to avoid the addition of any potential identical entries to the system. The extension set up a check point at every possible spot counting Quick Create, Summary View,

4 vTiger Extensions To Customize Your CRM’s Screen Layout

July 5, 2016
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There must be many tools in the market to customize CRM layouts, so we put our best efforts in to make layout extensions unique and different. In addition to switching and swapping the positions of fields, vTiger’s extensions do lot more. We are presenting the catalogue of four vTiger extensions that will really boost up your team’s performance while polishing the CRM into a more user friendly software.   vTiger Conditional Layouts   This is a very distinctive extension from vTiger developers. With vTiger Conditional Layouts, adding unique layouts becomes possible. The system  administrator will configure secondary fields or blocks, that will appear after choosing an option from the primary fields. The executed option will lead to more specific and detailed information about the original subject. The extension carries vTiger Workflow capabilities with intuitive interface to configure conditions as well as fields to be shown, hidden, and made mandatory. Distinguishing Features: