Email/Conversation View

Email Conversation/Preview Extension For VTiger 7 – New Release

November 12, 2018
Article
The standard view of emails in VTiger is quite uneasy to use. Every single email gets showed up in the related emails section. Information regarding emails is displayed in columns. If you need to view an email – you click it and it pops up, so far so good. But next email requires closing the current one and opening it which is quite irritating. But you know that already, right?   What’s new in the market is the Email Preview/Conversation extension for VTiger 7 open source, which transforms “simple” email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don’t need to open email to see the response. In addition, it differentiates emails from customers versus VTiger users by highlighting the background and adding divider borders.   The plugin is configurable, where you can define how many characters

Display Emails Widget On Record Summary View In VTiger 7

October 24, 2018
Article
Email/Conversation view extension for VTiger transforms “simple” email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don’t need to open email to see the response. In addition, it differentiates emails from customers versus vtiger users by highlighting the background and adding divider borders.   How to Display Emails Widget Go to Menu > Settings > CRM Settings > Extension Pack > Email Preview. Click “Enable Email Preview” to enable the extension. Enable the extension for desired module’s (Custom Modules also). You can Select the number of characters you want to see in the email preview. You can click the Email to expand and it will show additional text in the email.  You can see the conversation view of emails in the summary view of the organization.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.