vTiger 7
Autofill Supports Related Blocks
May 20, 2021
Article
While creating a new record through VTExperts related list and blocks extension, do the fields fetch data thourgh autofill extension? Yes, now Related blocks and lists is supported by the autofill feature. Autofill supports Related Blocks, this means whenever a user adds a record throught the realted blocks and the autofill is configured on the field of the fetched records, Autofill extension will fetch the data and fill it into the fields of the new record. Related Block : Extension for VTiger enabling a display of related records on the Detail, Create, and Edit Views. Intuitive configuration panel allows system administrators to configure which modules (Related Lists) will be displayed on the Detail/Edit Views. Field Autofill : Field Autofill for VTiger is yet another amazing productivity tool. It saves time by autofilling the data into the CRM. Previously, field autofill do not fill in the data when a record is
Efficient Reporting with Vreports
May 20, 2021
Article
Reports play a vital role in analyzing and making right decisions for your business. They provide key insights and important details that can boost the performance of your business processes, e.g. better marketing campaigns, more accurate future forecasts, planed budgets and last but not least enhanced decision making. Reports in CRM system Reports are an integral part of CRM, that is why almost every CRM provides dedicated reporting mechanism. VTiger reports allow user to sort out heaps of data and generate meaningful insights based on data. On daily basis, your VTiger CRM system is fed with multiple gigs of data, this data may include new opportunities that your sales team created, invoices generated by your accounts department, project tasks created by the support team etc. Through VTiger Reports you can extract useful information from the data and then make better and smarter decisions. Using VTiger reports user can add detailed
Conditional Layout – Role Based Permission
May 20, 2021
Article
Conditional layout is a great extension and now user can set Conditonal layouts based on role permissions Now, you can also set conditional layout based on roles of the user using the CRM. To set conditional layout on role based permission, follow the below mentioned procedure: Go to Settings > Other Settings > Conditional Layout Following screen will open To set a conditional layout, click on “+ New Conditional Layouts” and select module. Set the condition based on role and finally set the action if condition is fullfilled. Role based condition is shown in the figure below Example for Demonstrating How to use Role Based Conditional Layout Here, we will demonstrate the usage of role based permission in Conditional layout with an example. In this example the assigned to field in contact module will hide, if the role of the user is CEO and the lead source is Cold call Step 1 : Select Module In Select Module, choose Contacts Provide the appropriate description for
Configuring SMTP using App-Password
May 19, 2021
Article
A very common problem with setting up SMTP is that it cannot save data and error occurred while sending mail. It is because the SMTP configuration required app passwrord to be functional. In this article we will learn the process of configuring SMTP using app-password The reason behind this that email service provider now use app passwords to allow logging into some less secure applications Setting up SMTP in VTiger This problem is also faced in VTiger CRM. Let’s take an example and set up SMTP for gmail using app password How to get app password?? App password is only available on those email I.D’s which have enabled 2-Step verification. to get the app password follow the instructions mentioned below Log into your Gmail account Click on the manage account google account A new window will open, select security option Scroll down and select app password It will again ask
Round Robin now Supports Groups as well
May 19, 2021
Article
Round Robin is great extension, which is used to assign tickets/records to the users. Now, VTExperts Round Robin supports groups as well How to assign a record to the group Following is the method to assign a record to the group Go to the Settings Choose Extension Pack Choose Round Robin Click on “+ Add a New Round Robin” Upon clicking following page will open Now, while assigning the members, you can assign groups as well. Previously it only supported individuals Example Let’s take an example and try to assign tickets to the groups instead of the individuals first configure a round Robin policy for the tickets and make sure to select groups in members field 2. Now take tickets which are unassigned. In this example, the tickets with open status are unassigned 3. Now trigger the scheduler for round robin Once the round robin scheduler is executed,
Benefits of Using Internal Chat in Vtiger
May 18, 2021
Article
The key to manage a business or organization is effective communication. it helps employees and managers to carry out their job tasks more proficiently. Managers have to communicate the business plan and other organizational strategies effectively to the other staff members, only then the organizational goals can be achieved. Planning, organizing, implementation, leading and controlling, all the core operations of a business need excellent communication process to achieve desired results. In this article we will look at benefits of using internal chat in Vtiger For functional communication process, organizations needs efficient communication channels. Good communication channels in an organization can do wonders for the organization and one such channel is internal chat. Internal chat or instant messaging is considered to be one of the most important modern day communication tool, that is taking over the traditional communication processes. What Benefits do Internal Chat yield for a business? List of the benefits of internal chat
Data Duplication & VTiger CRM
May 11, 2021
Article
Data Duplication is a problem that is faced by almost every business organization. Especially in case a firm is handling their database using a CRM, duplication of data can cause major problems. For example, two of your sales staff members got intact with a same person, both of them generated two different contacts of the same person in the CRM and both of them started to pursuit the same opportunity separately. Firstly, it gives a bad impression to the client that the people of same organization are persuading him/her independently for the same opportunity. Moreover, it is a wastage of resources and time of the business as two of the staff members are working on the same lead. Similarly, data duplication & Vtiger CRM go hand in hand Problems that data duplication causes Data duplication causes following threats Inefficient business processes: Duplicate data makes the business process inconsistent. It makes the
VTExperts Mobile App a Better Way to Manage your CRM
April 29, 2021
Article
A computer is not always accessible to a person, there are times when the users are away from their pc’s. At such times mobile apps provide instant access to the data stored to read and edit it. Mobile apps are a critical part of digital revolution, because of their improved accessibility, increased productivity and cost reduction. Suppose you just left the office and suddenly a client called you and inquired about the update on their recent project. You told him that it is in progress, by checking the status of the project on mobile app. Their are several similar scenarios, where mobile apps prove to be really handy and save people a-lot of hassle.VTiger CRM can also be accessed through different mobile apps e.g. VTE mobile app, Vtiger 360 etc. VTExperts Mobile app helps in managing your CRM on mobile deviced in a better manner, so we can say that
VTiger Providing Telephony Solutions
April 15, 2021
Article
Telephony is not a very new technology, in-fact it exists for more then a century now. It existed in pre-internet era and back then used to connect to the internet. In todays digital business environment, good communication process is the key to success. CRM offers a wide range of communication tools, ranging from PBX to instant chat to improve communication. VTiger providing telephony solutions, that can be used by aany business (wheather it is a small or a large business) Consider an IT solution provider, they have sales team and a support team. Both of them need a good telephony solution to make calls. For example the sales team need to make cold calls, follow up calls, sales calls etc. On the other hand support team will be asked about various support queries through calls. Telephony integrations is a perfect solution for such businesses. Some small sized firms consider telephony
Measure Client’s Satisfaction with VTiger
April 3, 2021
Article
It is not wrong to say that a satisfied customer is the biggest asset for a business. Customer satisfaction can act as a make or break for a business. Managing satisfaction is a complicated task. Measuring customer loyalty helps businesses to provide better solutions to their valued customers. It is observed that firms with high customer satisfaction gets more business. Many goods just failed because of poor customer satisfaction, because if you do not care for customer’s satisfaction in return they will not care for your products and goods. In the world of CRM systems, it is very easy to measure Client’s Satisfaction with VTiger. Advantages of getting Feedback Following are some of the main advantages that customer satisfaction yields for a business Selling to a satisfied is alot easier as compare to the new customer or customer who has a bad experience with your company. A satisfied customer generates
Integrate MS-ADFS with Vtiger CRM
March 26, 2021
Article
VTExperts believes and always focuses on providing better solutions to the VTiger CRM community. That is why we offer a range of different VTiger integrations like QuickBooks, google drive, HubSpot, authorize.net etc. We always keep on bringing new integration for our valued clients and this time it is Microsoft ADFS. Integrate MS ADFS with Vtiger CRM and log into multiple compatible device Before taking a look at MS ADFS integration with Vtiger CRM, let’s understand what is SSO (Single Sign-On). Also we will be looking at MS ADFS (Active Directory Federation Service) What is SSO? SSO (Single Sign-On) is used to login into multiple apps using a single user name and password. It streamlines the overall process of log into different apps and also saves users from remembering multiple passwords. It works on the principle of identity provider, using it websites skips the user to prove their identity by
Inventory Management in Vtiger CRM
March 23, 2021
Article
Inventory is a major component of product based businesses. Mismanagement of inventory can cause huge losses both in term of reputation and monetary value. There are numerous instances when business loss huge sum of money because of inventory mismanagement. Inventory management is one of the biggest challenges faced by the expanding businesses. For example, a local sports goods business expanded and opened a new branch in another city. Now they have inventory stored in multiple locations which is being sold in two different cities. So, with the expansion, managing inventory also became complex and if not handled properly can cause serious troubles. VTiger CRM provides comprehensive inventory management tools, in the shape of its inventory add on. Following are some of the disadvantages of poor inventory management Overstocking/Understocking: Poor inventory management causes overstocking. If you do not know how much quantity of a product should be ordered, it is very
Forecasting made easy using VTiger CRM
March 18, 2021
Article
Forecasting is core practice, that is carried out by every business in order to survive and excel in current competitiveness of business world. Firms gain competitive edge based on more informed decisions. In order to carry out the activity of forecasting past data is used and analyzed to predict how will future trends shape up. A good forecast improves every step of a business, ranging from planning of a project to the reconciling the revenue. In the CRM world, Vtiger made forecasting easy by providing a-lot of different tools Here are some of the advantages of forecasting It is seen, that businesses practicing forecasting make far more improved financial and managerial decisions as compare to the businesses who refrain to practice forecasting. Process of forecasting requires input from all the departments of a business, hence results in creating a sense of participation among the staff members and different departments of a organization
Schedule your Meetings using VTiger Appointments
March 3, 2021
Article
Meetings are an integral part of daily business interactions in the form of business meetings, job interviews, medical check-ups and even for a casual meet up. That is why an appointment scheduler is becoming a critical part of our business and personal life. Appointment scheduler helps organizations to be more productive, organized and punctual. On top of that it makes sure that you have good enough time to prepare for your upcoming appointments by alerting beforehand. Schedule Meetings using VTiger, as its appointment tools is one of the best meeting scheduler feature provided by any CRM system. Appointment scheduling is one of the most recursive task , that you sales and support agents have to face on daily basis and sometimes create a-lot of hassle for the staff members. A sales agent have to schedule a meeting with a promising lead, so he checks at what time he is available and
How to Set workflow upon record deletion (Customization)
December 16, 2020
Article
A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is
Vtiger 7.2 has been released
May 28, 2020
Article
There is a great news for VTiger CRM Users, as VTiger recently announced the GA release of Vtiger CRM 7.2.0. According to the official announcement, this new release primarily caters the performance and security issues. VTiger CRM 7.2.0 uses improved and effective mechanism to stop SQL injections, moreover significant improvements are made in file security aspect as well. Some of the main areas of emphasis of Vtiger CRM 7.2.0 are as follows
Guide to upgrade from VTiger 7.0.1 to 7.1
March 8, 2019
Article
Step by Step Guide to Upgrade from VTiger 7.0.1 to 7.1 To migrate from your VTiger CRM 7.0.1 to 7.1, we are providing you with a step by step guide. By following this guide you can easily migrate your database to VTiger CRM 7.1. For upgrading it you need the patch files from the official VTiger website. Then copy the patch files in the required directory and finally run the migration wizard. Even with all the precautions there are a number of things that can go wrong during the migration, so we advise that you make backup of your data before starting the migration. Before starting the process of migration make sure you understand the whole process and its technical difficulties. Moreover, do not put your database at risk and do not rush. If you have any doubts about the migration, let us do the job for you. Our expert
Picklists & Text Fields Explained In Advanced Comments Extension For VTiger 7
March 2, 2019
Article
Advanced Comments for VTiger by VTExperts is an extension that modifies the standard feature of Comments in VTiger to manifolds. VTExperts’ Advanced Comments extension for VTiger changes standard VTiger comments and adds several new features. Those enhancements completely change the way to comment in VTiger. It adds several modern enhancements to existing comments functionality. In addition to two picklist fields that you can create for comments (used for categorization), several distinguish features have been added to the extension so far. Rich text formatting, reply via email to a comment, making comments internal by default are just some of those. It allows to tag users using @mention feature in comments. The tagged users receive notifications via email. The extension also comes with the ability to add two picklists and one text field. Let’s see how does these fields work: Picklist Fields There are two picklists available in the settings of Advanced
Group & Sort Related Records By Fields In VTExperts Document Designer For VTiger
February 7, 2019
Article
Document Designer PDF maker and Electronic Signature for VTiger has this feature to add a table from related modules. The purpose to add a related module table is to show related records to this specific record. There are options like which fields to show, filter the records, theme, and size it properly. Group Related Records By Fields We have added another option to group related records by given fields. If you go to a document in Document Designer > Data Objects > add a Related Module table, you will see the “Group by” field. This is a multi-select field, so you can add as many fields as required in order to group the related records by those fields. This is how the outcome will look like depending upon the selected fields: There’s another option in the same settings block, which is “Sort Field”. This is a picklist, so you can
Create Copies/Revisions Of Quotes, Invoices And Other Records In VTiger 7
January 31, 2019
Article
We often find ourselves versus this requirement by our customers; “Is it possible to make several copies of an invoice?”. And we got tired of answering “No” and came up with a solution. Revisions/Copies of VTiger Records VTExperts’ development team created this customization for VTiger 7 and VTiger 6, that allows to create revisions of any record WITHOUT disturbing the actual record numbering. Most of our customers asked for revising Quotes and Invoices – so we will make those the focused modules for the writing sake. What Does it Do? With this customization implemented, VTiger users can create as many copies of any standard or custom module’s records as needed. For example, if you clone/duplicate an invoice or a quote, it will only create a revision and not disturb the ongoing numbering for quotes, invoices etc. How Does it Do? Here’s how we designed it. Note that this is not
Enhanced Duplicate Finder In VTiger 7
January 30, 2019
Article
There’s a very basic feature in VTiger 7 to help locate and merge duplicate records. It allows to search in a module for specific fields. Say, you want to find all the duplicate records on the basis of Primary Email, you can do that. This can be done by: Clicking “More” button in any module’s list view Click “Find Duplicates” Simply select fields in “Match Fields” field. It will search duplicates depending upon the selected fields and show all records. In our example, if you select “Primary Email” field in “Match Fields”, it will give all the records from current module with duplicate emails. This is the available functionality for standard duplicate finder. Enhanced Duplicate Finder We customized this feature and took it several steps further. This is how we customized it for one of our client: Advanced Duplicate Check and Merge extension for VTiger Exact Match Fields: These are
Add Custom Fonts To Document Designer In VTiger
January 28, 2019
Article
Document Designer by VTExperts is a tool for VTiger open source that lets companies to streamline data management and perform the required paper work with modern tools and options. The editor is able to create and configure smart documents with the ability to show conditional fields and map data through those fields. The extension comes with electronic signing as well as formal processing of the created and signed documents. There’s lot more to this tool; you can read the details, see video demos, and go through the user guide on the extension’s page. Add Custom Fonts to Document Designer We have now added the ability to add custom fonts to the Document Designer. Users can choose any fonts that they require to use for their documents, proposals, quotes, invoices, orders, webforms, email templates, PDFs etc. The way it works is quite simple: Get the font you want to use in
Calculate Profit In VTiger
January 21, 2019
Article
In standard VTiger 7 and VTiger 6, there are no tools to calculate profits on individual Quotes, Invoices, Sales Orders, and Purchase Orders. Calculating a profit can be as simple as deducting cost from total of each product as well as whole invoice or may go complex if added taxes, adjustments, shipments, additional services etc. Anyways, this is a big issue for every level organization. Using Item Details Customizer Advanced for VTiger 7, or Profit Calculator for VTiger 6, you can calculate profits per sale, product, day, and more. This is done by utilizing the “Cost” field on products and services in VTiger. You can adjust costs, apply discounts, and calculate potential profit. The profit is stored in VTiger field and therefore reportable. Calculate Profit Let’s see how can we configure Profit Calculation in VTiger 7 using Item Details Customizer Advanced. Open Menu > Settings > CRM Settings >
Google Maps in VTiger: Service now loads only when it is called
January 18, 2019
Article
Our extension, Google Maps & Route Integration, helps VTiger users to reach the leads/ clients more efficiently by showing them as colored pins on the Google Maps. It enables users to choose the Map Center which can be anything from Company Address to User or Zip code. It can draw routes automatically or manually and according to four different types I.e Walk, cycling, Transit and Drive. These can also be printed as ‘directions’ using smart devices. This extension allows users to schedule their route as well as print it in the form of a map. This feature is very much identical to Google Maps. It also supports multiple addresses when used with Google Address Lookup extension. New Feature We have tweaked it a little bit so that the service now loads only when it is called. This keeps the system robust and efficient. You can go to any module for which this extension is enabled. On the Top left, there is “More’ button. The Google Maps will
VTiger and Collaboration in Digital World