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	<title>Automation &amp; Workflows &#8211; VTiger Experts</title>
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	<link>https://www.vtexperts.com</link>
	<description>VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons..</description>
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		<title>Round Robin Assignment</title>
		<link>https://www.vtexperts.com/product/round-robin-assignment-extension-for-vtiger/</link>
					<comments>https://www.vtexperts.com/product/round-robin-assignment-extension-for-vtiger/#respond</comments>
		
		<dc:creator><![CDATA[VTExperts]]></dc:creator>
		<pubDate>Fri, 06 Jul 2018 13:27:00 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/product/round-robin-assignment-extension-for-vtiger/</guid>

					<description><![CDATA[<p><b>Round Robin Assignment Extension for VTiger</b> was designed to automatically<strong> assign users to tickets, leads</strong> (or any other module). The assignment is driven based on the condition configured in the policy area. Round Robin Policy configuration consists of a trigger field e.g "Ticket Status",  value (Unassigned Value) that will identify any unassigned tickets e.g Status is "NEW" and value (Assigned Value) that will be used to update ticket when it's assigned e.g Status is "Open".</p>
<p>In addition, it supports<strong> ONLINE and OFFLINE status</strong> for each user, meaning that users can control their availability (optional).</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/round-robin-assignment-extension-for-vtiger/">Round Robin Assignment</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<item>
		<title>SLA Policies</title>
		<link>https://www.vtexperts.com/product/sla-policies-extension-for-vtiger/</link>
					<comments>https://www.vtexperts.com/product/sla-policies-extension-for-vtiger/#respond</comments>
		
		<dc:creator><![CDATA[VTExperts]]></dc:creator>
		<pubDate>Mon, 12 Feb 2018 19:23:01 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/product/sla-policies-extension-for-vtiger/</guid>

					<description><![CDATA[<p><strong>SLA Policy Extension for VTiger</strong> was designed to improve response times, accountability, <strong>when dealing with time sensitive matters</strong>. It's mostly used in support/helpdesk department, where <strong>each ticket/case has to be assigned and worked on/resolved by certain date and time</strong>. It allows administrator to create custom SLA Policy rules, which then get automatically applied to a record. For example, if a new critical gets created and does not get claimed/assigned by a user, a <strong>policy can be setup to notify the available users every 10 minutes since the ticket has been created.</strong> In addition, you can notify supervisor via email or text (workflow) 20.. 30..40.. minutes after if the ticket has not yet been worked on.</p>
<p>Other possible use cases are:</p>
<ol>
<li><strong>New HOT Lead comes in</strong>, if after 10 minutes the lead is still unassigned, you can <strong>automatically assign it to a sales rep or notify users/managers</strong> + trigger any workflow.</li>
<li><strong>Invoice has been open (unpaid)</strong> for more than 14 days, you can create a policy that will <strong>notify you/accounting</strong> that the invoice has not been yet paid + you can <strong>trigger automated emails</strong> to the customer, account rep and much more.</li>
</ol>
<p>The extension is extremely flexible, meaning that it supports simple actions such as email, reassign as well as workflow, which essentially allows you to trigger any action before or after SLA has been breached.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/sla-policies-extension-for-vtiger/">SLA Policies</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Conditional Alerts/Popups</title>
		<link>https://www.vtexperts.com/product/conditional-alerts-popups-for-vtiger/</link>
					<comments>https://www.vtexperts.com/product/conditional-alerts-popups-for-vtiger/#respond</comments>
		
		<dc:creator><![CDATA[VTExperts]]></dc:creator>
		<pubDate>Thu, 23 Nov 2017 16:00:28 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/product/conditional-alerts-popups-for-vtiger/</guid>

					<description><![CDATA[<p>Extension designed to<strong> trigger popups/alerts based on a certain field(s) value on the record</strong>. It supports edit/create views, meaning that as you fill in the field - you can <strong>trigger an alert/popup on the screen and prevent record from being saved</strong>. It also works with detail views and the alerts are shown as you open the record. It's very powerful extension to enforce rules, policies as well as any other restrictions to maintain data integrity.</p>
<p>We'll give you an example: Assume ticket is being created, however the customer(organization) has a status of "Unpaid" or "Suspended" - with the extension, you will be able to configure to <strong>alert the person creating a ticket (on the spot) and prevent ticket from being saved</strong>.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/conditional-alerts-popups-for-vtiger/">Conditional Alerts/Popups</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Rollup/Calculate Fields</title>
		<link>https://www.vtexperts.com/product/vtiger-rollup-fields/</link>
					<comments>https://www.vtexperts.com/product/vtiger-rollup-fields/#respond</comments>
		
		<dc:creator><![CDATA[VTExperts]]></dc:creator>
		<pubDate>Sat, 26 Aug 2017 12:43:35 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/product/vtiger-rollup-fields/</guid>

					<description><![CDATA[<p><strong>Roll-up Extension for VTiger</strong> was designed to<strong> calculate/rollup fields from related to primary module</strong>. One of the most commonly used example is being able to <strong>see total amount for all the invoices on the Organization record</strong>, or better yet - total balance (unpaid invoices). This extension allows the system admin to create workflows that will roll-up the information from one module to another.</p>
<p>It supports functions such as <strong>SUM,MIN,MAX,AVG,COUNT</strong> and integrates directly into VTiger standard workflows, meaning that <strong>you will be using workflows to create a roll-up</strong>. It's compatible with all standard and custom modules and unlimited rollups can be created e.g Unpaid balance of all invoices on the organization, total time spent on tickets for last month, etc..</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-rollup-fields/">Rollup/Calculate Fields</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Email Parser</title>
		<link>https://www.vtexperts.com/product/vtiger-email-parser/</link>
					<comments>https://www.vtexperts.com/product/vtiger-email-parser/#respond</comments>
		
		<dc:creator><![CDATA[VTExperts]]></dc:creator>
		<pubDate>Tue, 15 Aug 2017 13:30:38 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/product/vtiger-email-parser/</guid>

					<description><![CDATA[<p><strong>Email parser for VTiger</strong> automatically <strong>grabs important data from recurring emails</strong> based on your own custom parsing/mapping rules. Once a new email is processed your data <strong>gets transferred to VTiger as a new or an update to an existing record</strong>.</p>
<p>The extension was built to support a broad variety of use-cases and has a flexible architecture. You can<strong> set up custom parsing rules</strong> step-by-step which are tailored to your needs.</p>
<p>Email Parser directly integrates with VTiger Mail Converter. VTiger Mail Converter comes standard with VTiger and is used to automatically create leads, contacts, organizations, tickets as well as attach emails to certain records. The standard functionality is fairly limited and it does not support any mapping or additional modules. Our plugin “VTE Email Parser” enhances mail converter and allows email messages to be parsed and data mapped into VTiger records.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-email-parser/">Email Parser</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Notifications/Reminders</title>
		<link>https://www.vtexperts.com/product/vtiger-notifications-reminders/</link>
					<comments>https://www.vtexperts.com/product/vtiger-notifications-reminders/#comments</comments>
		
		<dc:creator><![CDATA[vte]]></dc:creator>
		<pubDate>Wed, 04 May 2016 16:46:14 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/extension/vtiger-notifications-reminders/</guid>

					<description><![CDATA[<p><strong>Notifications/Reminders for VTiger</strong> is an extension allowing users to <strong>trigger a simple notification using standard workflows</strong> &#38; display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of <strong>notifications/alerts</strong>.</p>
<p>Ideally used for <strong>reminders and notifications for upcoming activities</strong>, open/closed tickets as well as <strong>immediate notifications</strong> for urgent matters.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-notifications-reminders/">Notifications/Reminders</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Field Calculation/Concatenation in Real time (Date, Text, Math formulas &#038; more)</title>
		<link>https://www.vtexperts.com/product/vtiger-real-time-formulas-calculation/</link>
					<comments>https://www.vtexperts.com/product/vtiger-real-time-formulas-calculation/#comments</comments>
		
		<dc:creator><![CDATA[vte]]></dc:creator>
		<pubDate>Thu, 21 Jan 2016 17:41:29 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/extension/vtiger-real-time-formulas-calculation/</guid>

					<description><![CDATA[<p>This extension was designed to allow field calculations to be made as you type (on the spot). It <strong>displays the formula field results instantly</strong> without having to save the record in order to see the calculation result (standard VTiger <strong>workflow functionality</strong>).</p>
<p>It supports standard &#38; custom fields with ability to <strong>multiply, divide, add and subtract </strong>currency/integer/decimal values<b> as well as concatenate text, perform functions/calculations on date fields and other custom functions to manipulate FieldX value based on FieldY</b>.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-real-time-formulas-calculation/">Field Calculation/Concatenation in Real time (Date, Text, Math formulas &amp; more)</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Related Record Update (Workflow)</title>
		<link>https://www.vtexperts.com/product/vtiger-related-record-update-workflow/</link>
					<comments>https://www.vtexperts.com/product/vtiger-related-record-update-workflow/#comments</comments>
		
		<dc:creator><![CDATA[vte]]></dc:creator>
		<pubDate>Wed, 20 Jan 2016 22:45:40 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/extension/vtiger-related-record-update-workflow/</guid>

					<description><![CDATA[<p>Similar Extension to <a href="https://www.vtexperts.com/extension/vtiger-field-autofill/">Field Autofill for VTiger</a>, the <strong>Related Record Update</strong> allows to <strong>update related records using workflows</strong>. It is most commonly used where we want to update an address of organization if the linked contacts' address has been updated.</p>
<p><strong>Related Record Update (workflow) extension for VTiger</strong> allows to create workflow and map fields to be updated from Contact to Organization AND vise versa. It supports custom &#38; standard fields as well as modules.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-related-record-update-workflow/">Related Record Update (Workflow)</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Macros</title>
		<link>https://www.vtexperts.com/product/vtiger-macros/</link>
					<comments>https://www.vtexperts.com/product/vtiger-macros/#comments</comments>
		
		<dc:creator><![CDATA[vte]]></dc:creator>
		<pubDate>Wed, 30 Dec 2015 23:29:10 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/extension/vtiger-macros/</guid>

					<description><![CDATA[<p><strong>Macros for VTiger</strong> is an Extension that provides users with the function to create predefined actions (<strong>workflows</strong>) and trigger them from the record Detail/Summary View - with just a single click. It enables a "<strong>Macros</strong>" <strong>button </strong>(Trigger) and indication icon when the macro has been executed.</p>
<p>It is based on the standard VTiger workflows and supports all the tasks (<strong>Field Updates, Custom Entity Creation, Adding Comments, Sending/Scheduling Emails, Creating Activities &#38; More</strong>).</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-macros/">Macros</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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		<title>Field Autofill Extension</title>
		<link>https://www.vtexperts.com/product/vtiger-field-autofill/</link>
					<comments>https://www.vtexperts.com/product/vtiger-field-autofill/#comments</comments>
		
		<dc:creator><![CDATA[vte]]></dc:creator>
		<pubDate>Wed, 19 Nov 2014 10:54:32 +0000</pubDate>
				<guid isPermaLink="false">https://www.vtexperts.com/?post_type=product&#038;p=2242</guid>

					<description><![CDATA[<p><strong>Field Autofill for VTiger</strong> is yet another amazing productivity tool. The extension is designed to eliminate repetitive data entry when creating related records. Wouldn't it be nice to create a contact from within Organization and not have to re-enter Office Phone, Fax, Address, etc.?</p>
<p>Well, with Field Autofill for VTiger, it's now possible. It includes intuitive configuration panel where you can configure <strong>mapping of fields</strong> from one module to another. It works with all standard &#38; custom modules and fields.</p>
<p>The post <a rel="nofollow" href="https://www.vtexperts.com/product/vtiger-field-autofill/">Field Autofill Extension</a> appeared first on <a rel="nofollow" href="https://www.vtexperts.com">VTiger Experts</a>.</p>
]]></description>
		
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