We have been actively working on our next major extension release – VTiger 7 & QuickBooks Online Integration and would like to share our progress with the community. So far, we completed sync of customers (organization/contact) and products/service as well as built the engine for logs, quickbooks queue and graphical user interface. It’s fair to…
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If you are looking to hide field in VTiger based on another field value e.g “Hide Contact.Billing_Country if Contact.Type is “Local Supplier” or any other field – you can do that utilizing Conditional Layouts VTiger Extension, which helps to transform standard VTiger layouts into powerful forms. It only takes few seconds to setup such…
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We are excited to introduce new extension to our VTiger Extension Pack! The extension was designed to export lists/filters into excel. As you probably know, standard VTiger supports exports to .csv, however .csv files can be messy, hard to manipulate and the formatting does not always save. Our List Export to XLS VTiger extension, not…
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VTiger has built-in email templates, which can be used in workflows as well as sending emails from the CRM. For most businesses standard vtiger email templates are sufficient as they provide ability to quickly send templated emails. We received multiple requests regarding the permissions/sharing as well as workflow capabilities that related to email templates.…
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VTiger has a “Quick Create” option for most of the modules, however the more complicated ones such as quotes, invoices, sales & purchase orders does not have that option. One of our customers goes through a lot of quotes daily and found themselves spending too much time creating quotes and requested for a solution. Usually…
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