Automation – VTiger Experts

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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Round Robin Assignment

VTExperts — Fri, 06 Jul 2018 13:27:00 +0000

Round Robin Assignment Extension for VTiger was designed to automatically assign users to tickets, leads (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".

In addition, it supports ONLINE and OFFLINE status for each user, meaning that users can control their availability (optional).

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SLA Policies

VTExperts — Mon, 12 Feb 2018 19:23:01 +0000

SLA Policy Extension for VTiger was designed to improve response times, accountability, when dealing with time sensitive matters. It's mostly used in support/helpdesk department, where each ticket/case has to be assigned and worked on/resolved by certain date and time. 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 policy can be setup to notify the available users every 10 minutes since the ticket has been created. 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.

Other possible use cases are:

New HOT Lead comes in, if after 10 minutes the lead is still unassigned, you can automatically assign it to a sales rep or notify users/managers + trigger any workflow.
Invoice has been open (unpaid) for more than 14 days, you can create a policy that will notify you/accounting that the invoice has not been yet paid + you can trigger automated emails to the customer, account rep and much more.

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.

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Favorite, Recent & Custom Lists Extension for VTiger

vte — Mon, 20 Jun 2016 15:02:30 +0000

This tool is designed for users who manage lists of records. It allows users to tag/star records and display them on Custom or Favorite List. It was built to eliminate the need to switch between the filters and allows users to access records from within the Favorite or Custom list.

It's intuitive design allows to show and lists without leaving current VTiger screen. In addition, it allows to create lists such as "Recently Modified" and has 3 icons to access each custom list from any VTiger screen.

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