vTiger Portfolio – VTiger Experts

VTExperts Email Marketing Update: Attach Documents to Campaigns

Salman Siddique — Tue, 06 Jan 2026 13:44:22 +0000

Email Marketing Automation extension by VTExperts is a tool that makes vTiger a real email marketing powerhouse. Need to hit thousands of inboxes? No problem! It uses batch sending to space out your emails. It is super easy, step-by-step email marketing tool that guides you through creating campaigns and sending it out. You can target exactly who you want using flexible Marketing Lists of your Contacts, Leads, and Organizations. Once you hit send, the Summary View gives you the whole picture—real-time updates on unique opens, who unsubscribed, and all the performance metrics you need. Basically, it brings true professional email marketing right inside your VTiger. VTExperts Email Marketing Update: Attach Documents to Campaigns for greater flexibility and enhanced usability. Introducing: Campaign Attachments Feature We are excited to announce a powerful new feature is now available in the Email Marketing Automation extension You can now include attachments directly in your campaigns. This feature is integrated

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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

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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

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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

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Guide to Upgrade from VTiger 7.1 to 7.2

Uzair — Wed, 15 Jul 2020 08:54:46 +0000

Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions. Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2. Note: You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by

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VTiger Integration with UPS

vte — Wed, 24 Aug 2016 13:44:13 +0000

Out of the box VTiger has a great system to handle sales orders which allows the user to convert the sales order into invoice, purchase order, as well as to create recurring invoices. If your business requires shipping and handling products – you might be able to take advantage of the VTiger customization we did, which allows users to generate tracking numbers and print labels using UPS API. The customization allows the user to generate tracking number from within the sales order screen, by simply clicking the button. It is integrated with UPS API, which sends the package weight, dimensions, location and retrieves valid tracking number stored in VTiger. The user can then click on the tracking number and it will open the UPS tracking website. In addition, we added the ability to process 100s of orders at a time. The customer who we built this for – is shipping 300-500

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Customized VTiger Duplicate Merge Tool

vte — Wed, 27 Jul 2016 15:09:12 +0000

VTiger has a built in ‘Find Duplicates‘ tool which works with all the standard & custom modules., The tool can be accessed from “Actions” –> “Find Duplicates”. It’s sophisticated enough where the user can select multiple fields to check for duplicates as well as exclude the empty values. In addition, the fields selected are displayed as columns and “Merge” button allows to compare records side by side, and of course, merge. Merging duplicates is a tedious process and requires a lot of patience, effort and most importantly, time. We’ve come up with a way to speed up the duplicate merging by enhancing current VTiger Duplicate Merge Tool. First – we added additional columns to allow users to see more information about the records to be merged, even though those fields/columns are not parts of duplicate check. Standard functionality only allows to show fields as columns which you are ‘checking as duplicates’,

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VTiger & Sage 50 Integration – Sales/Purchase Order Import

vte — Tue, 26 Jul 2016 14:12:36 +0000

VTiger & Sage 50 Integration Sales/Purchase Order Import Sage is an accounting system used by many businesses around the globe and having it integrated with the CRM is crucial. There’s currently no extension that would enable seamless sync between Sage 50 and VTiger. We’ve worked with many accounting systems, such as, Xero, QuickBooks, Peachtree (Sage 50) and are very familiar what is involved in developing the integration between the two. VTiger CRM has exceptional quoting & invoicing capabilities as well as generating sales & purchase orders. However, it’s not ideal for accounting purposes and that’s why we created a custom export/import that gives the ability to transfer data from VTiger to Sage 50. The customization consists of 2 parts: Export Exporting VTiger Sales Orders Exporting VTiger Purchase Order Import Importing VTiger Sales Orders Importing VTiger Purchase Orders We added a button to each record “Export to Sage 50”. The button creates a file

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Custom VTiger Widget to Add Phone Numbers & Comments

vte — Mon, 25 Jul 2016 13:28:16 +0000

VTiger is loaded with predefined widgets to make the system more efficient and user friendly. Standard widgets are “Recently Modified”, “Dashboard”, “Google Maps”, “Tag Cloud”, and many more.. The widgets can be found on the left bar of the screen, which can be expanded or collapsed. One of our customers was in need of a custom VTiger widget which would provide the functionality to quickly add phone numbers & comments to leads, contacts, or debt records. The system had few custom modules such as “Phone Numbers” ( which allows to store unlimited number of phone numbers), “Debts” ( that enables to store debt information). If you are familiar with collection industry, you would be aware that tracking phone numbers and quickly going through them is critical. The Widget we designed allows the cold caller to pull up the record, select the claim/debt and add new phone numbers or comments without leaving the contact/lead/debt screen. The

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View Record Address On Google Earth within VTiger

vte — Wed, 20 Jul 2016 12:32:06 +0000

VTiger CRM comes with pre-designed Google Maps widget which enables to view the addresses while looking for lead or contact records. The feature is great! However, its practical application has not much been observed since the zoom is not adjustable and you can’t see much more than a pin and surrounding area. We took the integration with Google Maps a step further and added functionality for users to view addresses on Google Earth. What we coded was basically a simple button “View on Google Earth” (at least it looks simple enough) next to each address block, which opens a modal popup (without leaving VTiger) and shows the zoomed picture of the house and the area. The tool is very helpful for businesses dealing with Solar Systems, Fences or any other exterior work that requires a glance of the property to do the quote or evaluate the conditions. Please send us an email or give us a call if you need

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