Layouts & Fields – VTiger Experts

Advanced Custom Fields (HTML Description + Assigned To + Upload)

vte — Wed, 20 Jan 2016 21:35:18 +0000

Extension for VTiger enabling users to create advanced custom fields. It currently supports 2 types of fields:

"HTML Description" - that is a rich text description field with ability to format text, upload images, add bullet points.

"Assigned To" - which is a picklist with user list, identical to standard "Assigned To". It also supports workflow emails to groups (assigned to).

"Upload Field" - stores any file or image. (Images files have thumbnail)

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Conditional Layouts

vte — Mon, 04 Jan 2016 17:05:45 +0000

Conditional Layouts for VTiger is an Extension with which you can configure unique layouts for different types of records. It allows the system administrator to systematize what fields/blocks to show based on other field values. It was built using VTiger Workflow capabilities and has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory.

Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy, efficiency, as well as user experience. For example, there's a (checkbox) field "Married", if the user marks it as "Yes", it will then display additional secondary fields such as "Date of Marriage", "Spouse Name", etc... whatever you have configured, and make them Mandatory to be filled out by the user.

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Related Blocks & Lists (Excel like rows/functionality)

vte — Mon, 02 Nov 2015 16:16:42 +0000

Extension for VTiger enabling a display of related records on the Detail, Create, and Edit Views. Intuitive configuration panel allows system administrators to configure which modules (Related Lists) will be displayed on the Detail/Edit Views. Related Blocks & Lists for VTiger also enables you to quickly and efficiently create & update Related List records from within the primary record e.g create/update "Contact" from Organization Detail view.

It supports 2 types of displays: "List" - which will display linked records in Related List manner, and "Block" which will show related records as if they were "blocks" (useful for related records that require to display more than 5-7 fields).

Hide Empty/Blank Fields

vte — Mon, 02 Nov 2015 14:51:00 +0000

It is a very handy Extension for VTiger which displays only those fields that have been filled, hiding the blank fields as the name suggests. In most cases, you will likely not be going to have every single field updated, so why clutter the screen with empty fields and waste your time scrolling up and down to find what you are looking for?

With Hide Empty/Blank Fields for VTiger, you can do just that. It's flexible configuration panel allows you to bar the fields from display as well as configure to hide only 'special words' in the fields that you would like to have hidden.

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Field Tooltip Manager

vte — Sat, 19 Sep 2015 20:14:37 +0000

Field Tooltip Manager for VTiger is designed to enable and display helpful field tooltips on VTiger record views. With the intuitive configuration panel you can configure the tooltip to be plain or rich text, as well as include images, bullet points, background and text colors. In addition it is compatible with HTML for more advanced tooltip definitions.

Field Tooltip Manager for VTiger comes with 2 types of previews: Popup (best used for information containing rich text, images and multiple paragraphs) and Tooltip (regular bubbled text).

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Custom Views, Screen Layouts & Forms

vte — Thu, 04 Jun 2015 20:21:26 +0000

Custom Views & Forms for VTiger is designed for system administrators. You can configure different views/layouts for any module with the help of this extension. It is capable of configuring multiple views for trouble tickets, e.g "Repair Ticket" & "Support Ticket" and for both views, you can specify different sets of fields and only display the fields that apply to each type of ticket. (Supports all modules)

It converts the "+Add Module" button into a picklist type button which enhances the flexibility and options for you in the CRM. So you just have to select the forms to be configured e.g "+Add Repair Ticket" or "+Add Support Ticket".

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Table Block Extension for VTiger

vte — Tue, 28 Apr 2015 12:19:36 +0000

A very productive Extension for VTiger with which you can design "Excel type" tables with rows & columns in a field block. Each block can be configured with different set of fields. It supports multiple table blocks per module. Plus it works with both Edit and Detail Views (with editing capabilities).

Table Block for VTiger encompasses the Drag & drop functionality to reorder the rows. Moreover, you can calculate totals for currency/integer fields right within your CRM. In addition, it integrates with PDF Maker and prints out the block on the PDF.

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Dynamic Blocks

vte — Mon, 17 Nov 2014 13:18:06 +0000

The extension for VTiger "Dynamic Blocks" serves a purpose of making things easier and faster for you. The extension gives you the control to Show or Hide blocks on any record view. It's extremely helpful to separate out different types of records, such as "Corporate" and "Personal" Contacts, "New Install" or "Repair" Tickets. The blocks are shown or hidden based on the Picklist field that is configured in the settings area.

The extension has easy to understand & Flexible user Configuration Panel that offers the configuration of unlimited number of conditions & combinations.

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