Custom Module Builder

Add Custom One-To-Many Relationship In VTiger 7

September 11, 2018
Article
Custom Module & Relationship builder for VTiger is an extension that allows crm administrators to create custom modules within few clicks. All custom modules are created following strict VTiger standards. In addition, the relationship builder allows crm admin to link together existing modules as well as new custom modules. It supports 1:1, 1:M and M:M relationships.   How to Add Custom 1:M Relationship Go to Menu > Settings > CRM Settings > Extension Pack > Custom Module Builder. Click on “1:M Relationship” button to add a relation.  Select the Primary module you want to link to multiple records of another module. Select the Child/Related module you want to link to the single primary module. Select the block of records from secondary module in which you want the field to be displayed.  You can see the information in the Secondary module that is populated form the Primary module.  For further help, contact us on help@vtexperts.com. We’ll be glad

Create Custom Module In VTiger 7

April 30, 2018
Article
In VTiger 7 you create Custom Modules. The purpose of this extension is to help the user to create a module according to his requirements and you can relate modules with each others by using this extension. How To Create Custom Module Go to the “CRM Settings” and click on the “Other Settings” drop down menu button and select “VTE Custom Module Builder“     From here click on the “Custom Module” button to create a new module.     Set the Module name and label and click on the “Save” button to create the module.   For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.