Essentials – VTiger Experts

Email Designer

VTExperts — Thu, 06 Feb 2020 13:04:45 +0000

In the modern-day business environment, Email design plays a vital role in capturing client’s attention. The Design of your email can act as a deal breaker for your target audience, that is why we developed Email designer. Using this tool, you can design attention grabbing, to the point and professional emails. Email designer enables you to design emails that can cater the needs of your business effectively and efficiently. From the font style of the email to the different pricing options for customers, it is equipped with an arsenal of reliable features that can make your emails more impactful and impressive.

User can design and save multiple email templates for different purpose and can use them once needed. Email Designer also provides you with the feature to check how email will appear to the recipients before sending it.

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VTiger Mobile App

VTExperts — Thu, 06 Feb 2020 12:56:53 +0000

Modern day business environment requires your customers to be updates on the go. That is why we developed VTiger mobile app for our clients, using this app you can access several different functions at your mobile devices.

This app allows to perform different function on records e.g. creating record, editing record etc. It enables you to check what are the recent comments made on your VTiger. In addition to that you can access notification centre through mobile app as well. This app is simple but incredibly unique and helps you to get job done

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VTiger Reports & Dashboards Extension

VTExperts — Sun, 12 May 2019 11:55:51 +0000

Reports & Dashboards for VTiger is a tool built to fulfill the needs of all the businesses looking to run complicated, but easy to read reports. It includes a report builder which is capable of Detailed, Summary, Pivot, Chart/Graph reports. All the charts and reports can be placed on the dashboard for quick & easy access.

Extension includes a lot of unique features such as drag & drop interface, completely redesigned interface for creating reports, highlighting columns, up to 3 charts per report, both detail and chart reports added on the homepage dashboard, custom permissions, scheduled reports & much more.

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Email/Conversation View – Extension for VTiger

VTExperts — Tue, 23 Oct 2018 22:26:51 +0000

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.

The plugin is configurable, where you can define how many characters to show on the preview, set cut off variables, remove line breaks - essentially, everything you would need to see email communication at a glance.

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Custom Buttons

VTExperts — Sat, 14 Jul 2018 16:02:32 +0000

Custom Buttons Extension for VTiger was designed to improve efficiency when updating records. Buttons can be configured to show modal popup with selected fields. For example, you can add a button to "Update Address" which will only show address fields when clicked. This is very primitive example, however it can be used for so much more. Most commonly used scenarios:

Checklists (popups that only include checklist fields)
Missing/Incomplete information (custom logic to show/hide buttons only if conditions are true e.g "Missing phone number").
Sales Stage specific information (popups that only include demo, on-boarding, follow up schedule..)

In addition, it supports conditional logic, meaning that buttons can be shown or hidden based on certain condition. For example, if organization's address is incomplete - you could show a button indicating that and with an option to update address when the button is clicked.

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Custom Headers

VTExperts — Tue, 03 Jul 2018 22:02:10 +0000

Custom Headers extension for VTiger was developed to increase the visibility from summary and detail views. Headers can be fully customized, meaning you can select the icon, color and define different field label. Headers were designed to be noticed immediately. The color and the icon really helps the user to see it right away.

In addition to displaying primary module fields, it also supports parent modules. For example, you can create a custom header for Ticket and select the field to be displayed (on the header) from the Organization.

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Advanced Menu Manager

vte — Sat, 17 Jun 2017 02:48:41 +0000

Menu Manager for VTiger is an extension, which allows system administrators to completely redesign standard VTiger menu and transform into an easy to use and intuitive menu. It displays all the modules/links on one popup, making it extremely convenient for every CRM user.

It has built in menu builder, which makes it super easy to design the menu. Menu items such modules, filters, custom links, separators can be added to the menu. In addition, "block" titles and icons can be changed to whatever makes the most sense for your business.

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Drag and Drop Documents

vte — Sun, 14 May 2017 14:21:46 +0000

Drag and Drop Documents for VTiger is an extension designed to boost efficiency when uploading documents to VTiger. It allows the user to simply drag and drop file anywhere on the screen and the file is created as a document and linked to VTiger record (one that file was dropped on).

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Summary Widgets

vte — Fri, 29 Jul 2016 16:55:19 +0000

Extension which will bring summary view back to life by adding valuable information using customized VTiger widgets. It's easy-to-use interface allows users to quickly and easily create custom widgets and specify things like name of the widget, columns/fields to display, limit records (if needed) & enable or disable ability to create new records from within the widget.

It also has the ability to include field level filter e.g "Show me open tickets", or "Show me closed tickets".

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Duplicate Check & Merge

vte — Wed, 19 Nov 2014 14:24:34 +0000

Duplicate Check & Merge for VTiger is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. Compatible with ALL Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a 'duplicate check fields', duplicates are checked on every entry point possible including Quick Create, Summary View, Detail View, Create & Edit Views. It eliminates any possibility of errors.

Flexible Configuration Panel has the feature to configure any field to be a duplicate check field. Different types of Duplicate checking such as "Real Time (As you type)", "Real Time (Opening the Record)", "Passive/Manual (Clicking on the Icon)", as well as the ability to see the potential duplicates and merge them on the fly. Plus, it supports Cross Check. With "Cross Check", modules e.g potential duplicates can be checked on Contacts & Leads module in "Email" field.

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