vTiger Common Errors – VTiger Experts

Vtiger Checklists by VTExperts Introduces Role-Based Sharing

Salman Siddique — Sat, 29 Aug 2026 13:25:49 +0000

Vtiger CRM lacks native checklist functionality. The VTExperts Checklists extension addresses this limitation. Now, Vtiger Checklists by VTExperts Introduces Role-Based Sharing to help administrators restrict checklists to specific users, roles, and groups. Because different departments handle entirely different tasks, generic checklists can clutter records and expose irrelevant procedures to staff who do not need them. Consequently, the Share Checklist dropdown enables administrators to restrict visibility to targeted user roles and groups directly from the module configuration menu. Why Vtiger Checklists by VTExperts Introduces Role-Based Sharing Reducing Interface Clutter Restricting checklists visibility prevents staff from scrolling through unrelated department checklists. Instead, teams interact only with the specific steps assigned to their role using the Share Checklist dropdown. Protecting Sensitive Data Granular permission settings lock down sensitive steps across internal approval workflows. This ensures unauthorized accounts cannot view or edit restricted tasks once administrators configure role-based access. Configuring Vtiger Checklists Role-Based Sharing Navigate

The post Vtiger Checklists by VTExperts Introduces Role-Based Sharing appeared first on VTiger Experts.

VTExperts AI Call Transcription Automation for Vtiger CRM

Salman Siddique — Tue, 28 Jul 2026 14:03:47 +0000

At VTExperts, we have spent years helping businesses customize, tweak, and optimize Vtiger CRM to fit their exact workflows. Currently, teams are drowning in unstructured data specifically, thousands of hours of voice notes, customer service calls, and sales meetings that get trapped in audio files and forgotten, creating a critical need for AI Call Transcription Automation for Vtiger CRM That is why our development team at VTExperts has been actively building and testing live AI integrations for Vtiger. We are not just talking about the future of AI, we are actively engineering it into the Vtiger ecosystem using modern automation and orchestration platforms like n8n, Make, Zapier, and LangChain, alongside cutting-edge Large Language Models (LLMs) such as OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, Meta’s Llama, and Mistral AI. We built an automated AI pipeline that listens to customer calls, cleans the transcript, extracts intelligence, and updates Vtiger CRM instantly. Here

The post VTExperts AI Call Transcription Automation for Vtiger CRM appeared first on VTiger Experts.

VTExperts Advanced Custom Fields: Second Assigned To Field Filter in vTiger

Salman Siddique — Thu, 09 Jul 2026 14:48:49 +0000

VTExperts Advanced Custom Fields allows vTiger users to create a Second Assigned To Field and filter records based on additional user assignments. In this article, we will explain how to configure the Second Assigned To Field Filter in vTiger List View and overcome the limitations of the standard vTiger search functionality. HTML Description: With this feature, users gain access to a rich text description field, empowering them to format text, upload images, and incorporate bullet points for improved content presentation. Assigned To: This picklist field comes pre-populated with the user list, perfectly mirroring the standard ‘Assigned To’ functionality. Moreover, it facilitates workflow emails to groups assigned to specific tasks. Upload Field: Offering versatility, this field type allows users to seamlessly store any file or image, complete with thumbnail previews for image files. Limitation of Second “Assigned to” field filtering in vTiger CRM The “Assigned to” field created via advanced custom

The post VTExperts Advanced Custom Fields: Second Assigned To Field Filter in vTiger appeared first on VTiger Experts.

Vtiger CRM 8.4 has been released

Salman Siddique — Tue, 19 Aug 2025 12:39:29 +0000

Great news for Vtiger CRM users! The latest Vtiger CRM 8.4 has been released, This update is a big step forward for your CRM. Think of it as giving your system a major tune-up behind the scenes, making everything run smoother and more securely. Moreover, you will notice lots of small, helpful changes that just make your daily work easier. Link to the announcement: Here This update addressed a total of 33 items, with the vast majority – 29 of them – now successfully implemented. So, what does that mean for you? Stronger Security and Stability Vtiger is more secure and reliable now, let’s check details below Better Protection: The team battened down the hatches, making logins more secure and tackling common vulnerabilities like “CSV Injection” and “XSS” that, in rare cases, could allow exploitation. This means we better protect your data against sneaky attacks. Database Stability: For those running Vtiger

The post Vtiger CRM 8.4 has been released appeared first on VTiger Experts.

Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools

Salman Siddique — Fri, 07 Mar 2025 11:54:37 +0000

CRM systems are designed for managing and tracking customer interactions for businesses. A significant advantage of using CRM software is its capacity to store and systematize customer data in a centralized database. However, every business is different and has different data requirements, and that is where fields and layout tools become essential. Although Vtiger CRM provides default tools for fields and layouts, but extensive customization may require additional support. VTExperts is here to help you personalize Vtiger CRM with VTExperts’ Fields and Layouts tools Fields and layout tools are crucial components of a CRM system that enable businesses to personalize their CRM based on their specific requirements. Let’s check what fields and layout tools are, how they work, and the benefits they offer. Benefits of using fields and layout tools Customizability: By customizing the fields and layouts of Vtiger CRM, businesses can tailor the system as per their requirements. This can

The post Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools appeared first on VTiger Experts.

vTiger 8.3: Merge Tags/Descriptions Bug in Email Templates

Salman Siddique — Thu, 13 Feb 2025 13:22:25 +0000

A powerful feature of Vtiger CRM system is the ability to use merge tags in email templates. That enables user to personalize communications by dynamically inserting record-specific data. However, with the release of Vtiger CRM version 8.3, users have reported issues, where merge tags and merge descriptions, fail to function correctly within email templates. Lets check what is vTiger 8.3: Merge Tags/Descriptions Bug in Email Templates Let’s go through it with an example Following is a screenshot of an email template where field labels are used It does not populate the field data in the output, instead keep on showing field labels A fix for this problem has been provided by the Vtiger team. You can find the solution details here: View solution Applying this fix should resolve the merge tag and description problems, restoring the functionality needed for effective email communications. In case if you need any assistance, feel

The post vTiger 8.3: Merge Tags/Descriptions Bug in Email Templates appeared first on VTiger Experts.

Vtiger CRM 8.0.0 has been Released

Salman Siddique — Wed, 20 Sep 2023 12:56:22 +0000

In the ever-evolving landscape of CRM solutions, Vtiger CRM took a significant step forward with the release of Vtiger version 8.0. This update includes stable support for PHP 8.x (PHP 8.2), MYSQL 8.X and Maria DB 10.x Following are the key highlights of Vtiger 8.0.0 Added Composer support for PHP server dependency. Upgraded libraries to achieve better security compliance. Maintenance fixes and MRs Official Announcement You can find the official announcement here: Vtiger CRM 8.0.0 GA Release Download Vtiger 8.0.0 Download the Vtiger 8.0.0 from here: Download Link Vtiger 8.0.0 & VTExperts 1. VTExperts Extension Pack Considering the release of Vtiger 8.0.0, VTExperts is actively working towards ensuring that all extensions previously compatible with Vtiger 7.x are promptly fine-tuned and made fully compatible with Vtiger 8.0.0 2. Migrating to Vtiger CRM 8.0.0 VTExperts offers a seamless CRM upgrade service that ensures a hassle-free transition to Vtiger 8.0.0. Our team of experts will

The post Vtiger CRM 8.0.0 has been Released appeared first on VTiger Experts.

Vtiger CRM 7.5.0 Changelog

Salman Siddique — Thu, 29 Dec 2022 13:43:24 +0000

Vtiger CRM 7.5.0 Change Log Attention all VTiger CRM enthusiasts! The much-anticipated release of VTiger CRM 7.5.0 (open source) is finally here, packed with numerous improvements and new features. The standout enhancements of Vtiger CRM 7.5.0 include PHP 8.x support and Mail Converter Custom actions, which greatly elevate its functionality and efficiency Moreover, this update features an impressive tally of 45+ issue fixes and 30+ enhancement submissions, ensuring a more reliable and efficient experience. Without further ado, let’s dive into some of the most prominent new features, bug fixes and improvements of Vtiger CRM 7.5.0 Release Details Version: 7.5.0 Download Link: vTiger CRM 7.5.0 Release Date: November 24, 2022 Official Announcement: Vtiger CRM 7.5.0 GA Release — Vtiger Feature & Improvement Summary Features & Updates Vtiger CRM 7.5.0. now supports PHP 8.X The process of invoice creation is improved FastMail compatibility update Custom email converter actions are supported now Create recurring invoices from the detailed view reCAPTCHA v1 API

The post Vtiger CRM 7.5.0 Changelog appeared first on VTiger Experts.

How to install Vtiger CRM

Salman Siddique — Wed, 21 Dec 2022 13:21:33 +0000

In this guide, we will check how to install vTiger CRM system (Open Source) on Debian 11 server. We will be using LAMP Stack for the installation. For installing the vTiger CRM system (Open source) you need to fulfill the following specs Linux server Debian 11 A user with root privileges Domain name pointed to your server Step 1: Installing LAMP Stack The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server First, make sure that your Debian repository is updated by executing the following command Once done, now install some packages and LAMP Stack using the following command After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status Make sure, that it shows the status of Apache2 and MariaDB as “Active” Step 2: Configuring MariaDB Server The second step encompasses

The post How to install Vtiger CRM appeared first on VTiger Experts.

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

The post vTiger Customer Portal Troubleshooting & Errors appeared first on VTiger Experts.