vTiger 5.4 – VTiger Experts

Enhance Vtiger’s productivity with VTExperts

Salman Siddique — Mon, 17 Apr 2023 12:07:16 +0000

Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to

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VTExpert’s advanced automation tools.

Salman Siddique — Mon, 16 Jan 2023 12:36:03 +0000

CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced

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Why Businesses are Adapting CRM

Salman Siddique — Fri, 18 Jun 2021 14:21:17 +0000

The usability and benefits of a CRM system cannot be denied. It helps the growing organizations to manage their resources and time more accurately, that is why more and more firms are adopting CRM systems. Now, people are more aware of the wonders that technology can do. This sets the ground to adapt CRM systems, as it is a beneficial decision regardless of the type of business. In this article we will look at why businesses are adapting CRM and what makes the VTiger CRM system a solution that you need. The very first question that arises in the mind of the users is “how adapting a CRM system is beneficial for them?” In answer to this question, following are some reasons that will help you to understand the need of a CRM system Centralized data hub: Using the CRM, users can keep their data at one place. That makes

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vTiger Office365 SMTP Outgoing Email Server Configuration

vte — Fri, 28 Nov 2014 02:04:24 +0000

Microsoft product – Office 365 is become more and more popular and with more vTiger users use it as an Outgoing Email Server. Office 365 is similar to Google Apps which provides emails, spreadsheet and document management. One of the most common issues vTiger users run into is setting up vTiger Outgoing Email with Office365. The configuration is fairly simple, Office365 uses TLS authentication method and 587 port. Here are the sample settings that should be used with vTiger and Office365. Server Name: tls://smtp.office365.com:587 User Name: Your Office365 Email Address Password: Your Office365 Email Password From Email: Your Office365 Email Address If you have any issues configuring the vTiger Outgoing Email Server – feel free call or email us. How to get a hold of us? Email: Support@VTExperts.com Phone: 1 (818) 495-5557 Contact Form: Contact VTExperts Support Chat: Gmail/Skype/Chat via website

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vTiger Customer Portal Troubleshooting & Errors

vte — Fri, 11 Jul 2014 12:03:25 +0000

vTiger Customer Portal is a great addition to the CRM, however there are a lot of things that can go wrong during the setup & install. Some of it are just user errors and some of them can be environment(server) related. Please Enter a Valid Username and Password This is most likely caused by one of two things: You’ve copied the password and it contains some spacial characters within your clipboard – try typing it in manually. The password is not correct, you can lookup the username/password directly in the database. The table to look at is ‘vtiger_portalinfo‘. Could not connect to server. Please contact the administrator. This is the most common vTiger Customer Portal issue that comes up. Few things might have gone wrong: PHP Soap Extension Make sure that PHP SOAP extension is installed. It is critical to have the extension installed, if it’s not there – the

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vTiger Scheduled Reports – Filter Not Applied

vte — Mon, 02 Jun 2014 13:06:21 +0000

There’s a known bug in the vTiger 5.4 version which causes the vTiger Report filter not to be applied when the scheduled/automated report goes out. The fix is very simple assuming you have the skills to connect to the vTiger server and modify the file. We strongly recommend backing up the files/database before you do ANY change, as simple as the change might be – thing can go wrong, due to the change you did or something that was done unintentionally. Here’s what you need to do in order to fix vTiger Scheduled Reports Filters: Backup your vTiger Files & Database Connect to your vTiger File Server Open the file: /modules/Reports/ScheduledReports.php Go to Line 154 Find the string “$pdf = $oReportRun->getReportPDF();” and change it to “$pdf = $oReportRun->getReportPDF(NULL);” Go to Line 161 Find the string “$oReportRun->writeReportToExcelFile($filePath);” and change it to: “$oReportRun->writeReportToExcelFile($filePath, NULL);” Save the file & test the vTiger Scheduled

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VTiger Listview Search

vte — Sat, 24 May 2014 22:00:42 +0000

Enhanced vTiger List View Search will allow you to quickly and easily to find the records you are looking for. Custom Multi-select/Picklist drop-downs, Date Range Selection, Each Filtering and operation/condition selections. This feature works for Organizations & Leads with Standard & Custom vTiger Filters. The Demo can be found at: https://demo.VTExperts.com/listviewsearch/index.php Username: demo Password: demo Have something similar in mind? Please contact us and we’ll help you make it a reality!

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One Click Edit for vTiger 5.40

vte — Sat, 24 May 2014 21:25:15 +0000

The feature we developed will allow you easily click and edit any field in the vTiger CRM without clicking the “Edit” or “Save”. Just within 2 clicks you can quickly modify the field value and save it by just clicking away. This vTiger feature works with all the custom & standard vTiger Modules. The Demo can be found at: https://demo.VTExperts.com/oneclickedit/index.php Username: demo Password: demo Are you still using vTiger 5.40 and would this implemented? Please contact us!

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VTiger CRM 5.4 to vTiger CRM 6.0 Upgrade/Migration Tool

vte — Mon, 09 Dec 2013 13:35:20 +0000

Long waited vTiger CRM 5.40 Upgrade/Migration Tool to vTiger CRM 6.0 has been released. Since there’s no stable or RC version of vTiger CRM 6.0 – this migration/upgrade tool only works with the beta version. According to vTiger CRM developers, this should not be used for production and is only for testing purposes, however if you want to move quickly and can not wait for RC/Stable version – you should be able to upgrade your vTiger CRM 5.40 to vTiger CRM 6.0. We’ve done few migrations already and it seems to be working as expected. The migration/upgrade process is quick and easy to perform, however if you don’t feel comfortable doing it – feel free to contact us and we’ll help you out. First and the most important step is – backups.You have to take a backup of you existing vTiger CRM database and the file structure. The way the

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Automatic Call Logging – vTiger CRM Android App!

vte — Tue, 29 Oct 2013 12:45:20 +0000

vTigerCRM has just released an update for it’s Android App. The vTiger CRM Android App Update includes: Mobile Call Logging Whenever you get an Incoming or do an Outgoing call – the contacts from your vTigerCRM are matched against the number you are dialing/receiving and automatically records the call and places it in Contact’s Activities tab. It’s really helpful to keep track of calls made and receive – you have no longer to do that manually. Offline Record Editing If you find yourself in an area where there’s no service or you are out of your wifi zone – you will still be able to view update your vTigerCRM records. Once you get back online – the changes will sync to vTigerCRM. Miscellaneous bugs Few minor bugs and enhancements have also been included in the new release. The app can be downloaded at official vTiger CRM store.

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