vTiger 7

Increase the Number of Records Shown on the List View In VTiger 7

October 13, 2017
Article
Take a look on how you can modify the number of records to show in the list view. This feature helps you to adjust the number of records to be shown on a single page according to your requirements. You can increase or decrease the number of records shown on the list view.   How to Increase the Number of Records Shown in the List View You can see how many records are currently shown on a single page   To increase the number of shown records click on the “Menu” button and select “CRM Settings“. Under the “Configuration” select “Configuration Editor“, and click on the “Edit” button to change the current number of shown records.   Enter the desired number on the given space and click on the “SAVE” button to change the current number of shown records.   For further help, contact us on help@vtexperts.com we’ll be glad to be of service.

Merge Duplicate Records from List View in VTiger 7

October 12, 2017
Article
Dealing with dulpicates in every CRM is a headache. VTiger 7 allows you to merge the duplicates in very easy way. This feature allows you to merge 2 or more then 2 records into one single record – right from list view. It merges the 2 record fields into one. You can keep the desired record field accordingly. The purpose is to avoid the long list of duplicate records and keep only one record of similar data. How to Merge the Duplicate Records Select the desired records you want to merge and click on the “MORE” button.   Click on the “Merge Selected Records“   Select the fields you want to keep and rest will be deleted or merged if they are same. And click on the “Merge” button to merge the selected records.   In addition, there’s an extension that is more advanced. With VTiger Duplicate Check and Merge, you can avoid

How to Mass Add Comments From List View in Vtiger 7

October 10, 2017
Article
You can add mass comments from list view in VTiger 7. This feature allows to add a comment on multiple records at the same time. The purpose is to avoid the hassle of opening each record and add comments on every single one.   How to Add Mass Comments Mark all the records in the list you want to add a mass comment to.   Click on the add comment icon to add a comment.   Add the comment in the given space and click the save button.   The comment will be added to each of the record.

How to Add and Rearrange Dashboards in VTiger 7

October 10, 2017
Article
VTiger 7 allows you to add new dashboards on home screen. The purpose is to add widgets and keep track of important data and processes, such as tickets, opportunities, performance of teams, sales ups and downs and lot more. With dashboards and widgets, you can stay on top of your business and keep checks on the performance.   Adding New Dashboard To add a new Dashboard on VTiger 7 homescreen: Click on the “More” dropdown menu button and select “Add new dashboard“.     Then add the title of the dashboard in the given space. And click on the save button.     Rearranging Dashboard Tabs You can rearrange the added tabs of dashboards. Its quite simple: Click on the “More” dropdown menu button and select “Rearrange Tabs” to rearrange the tabs.     Click n hold, and drag n drop the Dashboard on the desired place to rearrange the tabs. Then click

VTiger 7 Customer Portal Customization: Set Portal Password

October 5, 2017
Article
    VTiger comes with customer portal (which you need to install separately – instructions here). It has most of the functionality a robust portal would need – access to contact details, invoices, quotes, tickets, documents and much more. In order to enable customer portal for the customer, you currently need to go into contact record, scroll down to “Customer Portal Details” block and check the “Portal User” field. This will trigger an email to be sent out to the customer with link, username and password. We had a request to manually create password instead of having the system generate one, so we added a “Portal Password” field, which is masked by ********** and the actual password is only shown when switch (on/off) is clicked. It also only allows certain users to view the password. This is also used to reset the password, all the user has to do is

VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time

October 3, 2017
Article
  VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am. One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows

VTiger 7 Customization: Contact Relationship & Referral Management

October 2, 2017
Article
  VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and  reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.  

VTiger Tip: How to hide fields based on other field conditions/values?

September 28, 2017
Article
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 forms, here are the steps:   1. Open Conditional Layouts Area Go to Menu > Settings > Go to Extension List > Conditional Layouts     2. Hit “+New Conditional Layouts” This is where all conditional layouts that have been setup are shown.     3. Select Module Select any module and name the condition e.g “Hide XXX,AAA,BBB”     4. Add Conditions You can add as many conditions as needed, the action(hide fields), will only be triggered once conditions have been met.     5. Add Tasks This is where all your tasks are,

New VTiger Extension: List Export to XLS (Excel)

September 26, 2017
Article
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 Support for VTigers 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 only exports data to XLS files, but also only includes columns that are selected in the list, unlike .csv – it exports all the columns and kind of defeats the purpose of export. It supports all custom and standard VTiger modules and is now available for anyone with extension pack subscription!. For screenshots & video, go to the product page: https://www.vtexperts.com/product/vtiger-list-export-to-xls-excel/    

VTiger 7.1 Features Development

September 25, 2017
Article
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 7 Customization: Attach Files/Documents to Calendar Activity/Task

September 21, 2017
Article
  Calendar Activities (Tasks & Events) is considered a special module due to it’s custom design. That makes it harder to integrate with all the other extensions, add related modules and most importantly – customize. Events/Tasks in VTiger are used differently by many business, some use for scheduling jobs, reminders and others for actual to-dos, tasks and checklists. One the key features VTiger Calendar module is missing – is ability to attach documents/files to it. One of our customers requested to add such ability and we designed in a way where you can attach multiple documents/files to the activity as well as include those into the emails generated by workflow. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.  

VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions)

September 14, 2017
Article
  Mail Manager for VTiger 7 has improved significantly compared to the previous versions. It’s more responsible, modern and a lot easier to navigate and manage emails. As in previous versions, Mail Manager has a feature (action) that allows users to create new records from the email e.g contact, organization, lead, tickets and activities. The only thing it is missing is an action to add new opportunities. To accommodate that, we added an action to “Add Opportunity” right from the Mail Manager. It opens a quick create modal popup and creates the opportunity + links the email message. That’s just one of the VTiger customizations we’ve done, if you are looking for a similar customization e.g adding other modules to Mail Manager or customizing it in any different way – please shoot us an email at help@vtexperts.com

VTiger 7 Customization: Convert Opportunities to Organizations, Invoices, Tickets & More

September 13, 2017
Article
  VTiger 7 has new neat feature, which allows the Opportunity to be converted into a Project. In addition, it has an area where you can map the fields from Opportunity to Project (similar to Lead to Opportunity/Contact/Organization mapping). Opportunities are widely used in almost every business and each has it’s own way of handling them. One of our customers had a request to add an option to convert Opportunity to an Organization and Invoice. To accommodate that, we added a button “Convert to Organization” on the opportunity view. Once the button is clicked – it opens up a popup to fill out/verify mandatory fields before create new organization and invoice. We also added mapping area where the user can configure how the fields will map from one module to another, so no data has to be reentered. That’s just one of the VTiger customizations we’ve done – please give

VTiger 7 Customization: Reconcile Invoices, Charges, Deposits & More

September 11, 2017
Article
  VTiger has a great accounting suite built-in, however it’s lacking a reconciliation piece. One of our customers receives donations and deposits which have to be reconciled at the end of the month. To accommodate that, we built Deposit and Reconciliation VTiger modules, which allows them to record all the donations/deposits, by doing so – they input the amount for each. Next, reconciliation process starts – the user knows exactly how much they should have received for both deposits and donations and they start reconciling by inputting total amount and lookup all the donations/deposits that have not yet been reconciled. At the end of the day, the user will have reconciliation record with all the deposits linked as well as amounts matched. In case where totals don’t add up – we builtin an alert system, which will not allow to close reconciliation record unless the amounts match up to the

VTiger 6 Customization: “Click To Call” Functionality Compatible by Most Softphones

September 8, 2017
Article
  VTiger and Asterisk/PBX integration can be challenging and requires a lot of resources (direct asterisk integration, extensions, server changes, etc..)  to get it right. We  have come up with a more simpler solution that converts phone number field into softphone compatible hyperlink also known as “Click to Call”. The phone call is triggered by “tel: xxxx” hyperlink and each phone field in all the VTiger views (list, detail and edit) has an icon can can be clicked to trigger the call on your softphone. It’s a very elegant and cost efficient solution to quickly place calls from VTiger using your own softphone or skype.   That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.  

VTiger 7 Customization: Do not allow out of stock products to be added to Invoice/Sales Order

September 7, 2017
Article
    Inventory management is a crucial part of every business. VTiger already has it built in and allows you to “in” and “out” inventory as the invoices, orders and purchase orders get created. Standard VTiger functionality warns you when the product you are adding is Out of Stock, however it does not prevent the user from adding it to the invoice or sales order – you can see where that might become a problem. We customized Invoice and Sales Order section to prevent out of stock products to be saved on the record. The way it works is – the user can still select the product and see that it’s out of stock, however once record is being saved – it will show a notification and will not allow the record to be saved until the product has been removed or quantity adjusted. In addition, the user can override

VTiger Customization for Public & Private Ticket Comments

September 6, 2017
Article
  In the latest VTiger 7.0 release a feature was introduced which allows the comments to be set to Internal (private), meaning that only the users (vtiger) will be able to see the comment, while the portal users (contacts) will not. This feature is really helpful to restrict the visibility for the portal user and keep sensitive or technical details from the customer. One of our customers requested to enhance this feature where they would be able to slip the switch and set the comment to be internal (private) or external (public). In the standard VTiger, if the comment is set to internal or external – it can no longer be changed, however – we added the switch which allows that – see #1. Next, we added a “Post to Resolution” field, which basically creates a comment as well as updates “Solution” and “Status” fields on the ticket. This eliminates the

VTiger Item Details Customizer (Advanced)

July 1, 2017
Article

VTiger Document Designer and PDF Maker + Digital Signature 2.0

June 30, 2017
Article

Advanced ‘Horizontal Calendar’ View In VTiger

June 11, 2017
Article
VTiger standard calendar only supports a ‘vertical’ layout of the calendar. Meaning that you can have your day, week, and month views. However, those views are displayed as columns where all the events for all the users (if using shared calendar feature) are crammed into one spot. Such setup makes it very difficult to maintain calendars for multiple people, or even see a who has what scheduled. Imagine, if you had 10 people on your team and you need to look at standard calendar – you wouldn’t be able to tell who has what booked. We enhanced standard VTiger calendar by adding a ‘horizontal’ view, which is a must-have for organizations that rely on calendar and scheduling. It was designed to show all the users/groups as rows, while the days/hours/weeks remain as columns. This allows users to see events assigned to each user without them overlapping onto other users/hours. In

VTiger 7.0.1 Patch has been released

June 6, 2017
Article
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

Upgrading Table Block Extension to VTiger 7.0

June 4, 2017
Article
VTiger Table Block extension will no longer be supported in VTiger 7.x. Table block has a lot of limitations such as no way of creating filters, including in reports, exporting/import  and permissions. Instead, it will be replaced with combination of “Related Blocks/Lists” and “Custom Module Builder“. If you are currently using Table Block extension and want to migrate to VTiger 7.x or already did – here’s what you will need to do in order to properly convert table block data.   ***We recorded a quick video that will talk you through each step:   Create table blocks(new custom module(s)) in VTiger 7.0 To create new tables blocks – first we will need to create custom modules which will store table block information. Say if you have a table block “Cars”, you would create a new custom module called “Cars”. Next, within that module – you will need to create custom fields

VTiger 7.0 GA (Stable) has been released

May 23, 2017
Article
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
Article
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
Article
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