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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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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• Pre-filled Project Name (with subject)
• Option to select Project Start/End Date
• Option to exclude products/services (by default, all products/services get automatically checked/included)
• Option to set Project Task Start/End Date

When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.

You can also auto-fill additional data from quote/invoice/order to project. This would have to be done by creating simple workflow (executed when project gets created) and configure it to auto-fill/set required fields. (Same method applies to auto-filling product/service information to project task or setting default values).

The post Convert Quote/Invoice/Order to Project appeared first on VTiger Experts.

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

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Other possible use cases are:

1. 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.
2. 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.

The post SLA Policies appeared first on VTiger Experts.

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.

The post Timesheets (Employee Time Log) appeared first on VTiger Experts.

Most common use case is:

1. Ticket status is set to "Closed"
2. Feedback record is automatically created (based on #1 condition)
3. Feedback Email automatically goes out to the customer

Once setup, the feedback will collect itself, without any extra effort from your end.

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Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger.

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Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger (without having to open box.com).

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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 alert the person creating a ticket (on the spot) and prevent ticket from being saved.

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