Administrative Tools – VTiger Experts

Search Popup Filter

VTExperts — Wed, 24 Oct 2018 14:55:50 +0000

This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. For example, say you are creating a new ticket - you select your organization and then search for the contact to be associated with the ticket, by default - you will see all contacts in the system, however with this extension, you can configure contact lookup popup to only show contacts related to the organization you already selected on the ticket.

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Label Editor – Extension for VTiger

VTExperts — Tue, 23 Oct 2018 21:24:31 +0000

Label Editor for VTiger was designed to change any label/element in VTiger. It supports fields, modules, buttons, menu items, lists and much more! Very easy to use interface (pick language, module, search and edit labels). It has a built-in search to locate any labels that are not as obvious.

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Knowledge Base

VTExperts — Tue, 23 Oct 2018 20:08:17 +0000

Knowledge base plugin for VTiger was designed to allow users to access internal documentation more easily. Very easy to use navigation/interface accessible from any page in VTiger. In addition, knowledge base does not overwrite current page you are on, but instead opens a popup/overlay, meaning that you can open and close it while editing/creating records.

It has instant + smart search, where the results will be displayed as you type. We added custom search logic to find only relevant articles. The plugin itself is fully customizable. You can create your own category, set limits on articles, configure custom permissions and 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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Custom Expenses

VTExperts — Tue, 27 Feb 2018 17:53:25 +0000

Custom Expenses Extension for VTiger was designed to track and automate expense billing. It supports all modules, meaning that you can convert anything into an expense. The expenses can then be added to the invoice with just few clicks.

For example, if your staff travels a lot and you want to track all the expenses (flight, hotel, etc..), you could do that by simply creating a custom "Travel Expenses" module (using Module Builder), configure Travel Expenses module fields i.e cost, quantity, description and map into the invoice item details. Finally, all the expenses logged would be visible on the invoice and available for you to include them on the customer's invoice.

You may also have expenses such as "Additional Parts or Materials" used on the job (Ticket, Order) and could easily configure those to be added onto the invoice with just few clicks.

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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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Timesheets (Employee Time Log)

VTExperts — Wed, 31 Jan 2018 18:12:44 +0000

Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It's simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger.

It supports imports and exports (only for admins) as well as automatically calculates totals for the period and displays them in a very easy to understand manner. Timesheet extension can potentially be used to do payroll or track contractors.

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QuickBooks Online Integration

vte — Sun, 28 Jan 2018 18:52:29 +0000

Quickbooks Online Integration with VTiger is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders (Sales Receipts), Purchase Orders, Vendors as well as Items (Services & Products). An easy to trigger option to synchronize data manually or on the schedule. It supports custom fields on the invoice as well as customer (flexible mapping).

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Document Center Extension for VTiger

VTExperts — Wed, 01 Nov 2017 15:30:47 +0000

Document Manager Extension for VTiger 7 was designed to make document/file management more intuitive. It allows users to categorize the documents and files in folders and sub-folders accordingly. Not just that, till supports every type/format of a document/file. In addition, its elaborate folder structure makes it extremely easy to navigate and search for documents. It also has a built in file preview feature, where you can view the file/Document on the extension itself, while saving the hassle of downloading the entire file and checking.It's a compact and user friendly extension with no limitations.

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Rollup/Calculate Fields

VTExperts — Sat, 26 Aug 2017 12:43:35 +0000

Roll-up Extension for VTiger was designed to calculate/rollup fields from related to primary module. One of the most commonly used example is being able to see total amount for all the invoices on the Organization record, 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.

It supports functions such as SUM,MIN,MAX,AVG,COUNT and integrates directly into VTiger standard workflows, meaning that you will be using workflows to create a roll-up. 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..

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