Data Integrity – VTiger Experts

Predictive Fields/Actions (Self Learning) – Extension for VTiger

VTExperts — Wed, 24 Oct 2018 20:17:31 +0000

VTiger Extension designed to learn from user actions and predict/propose the next value (most common). It's neat interface makes it very easy to update records (one click). Predictions show up as a "clickable bubble", where the user has an option to select from 4 options and set the value with just single click.

It supports date, text and picklist fields. We put some thought into it and designed so it's intuitive and easy to use.

In addition, it has configuration options such as "only edit/create", "only if empty" as well "don't show predictions if record is older than X days".

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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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Progress Bar

VTExperts — Mon, 20 Aug 2018 18:51:04 +0000

Progress Bar Extension for VTiger was designed to add more visibility and allow instant updates for the configured "progress" (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). Progress bar can be configured on any module (as long as it has picklist field).

It's simplistic design allows users to easily see the stage the record is in and update with a single click.

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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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Google Drive Integration

VTExperts — Sat, 13 Jan 2018 22:21:58 +0000

Google Drive Integration for VTiger makes it very easy to access documents stored on Google Drive without leaving from the VTiger CRM. It fully integrates the two applications, by assigning Google Drive folders to VTiger records. Folders/Files are then accessible directly from VTiger, where you can view them in a "list" or "Gallery" view. In addition, when you click on the document/folder/file - it will open Google file viewer/editor which allows to edit files without downloading to your computer. (Files supported include Word, Excel, Text & much more).

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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Box.com Integration

VTExperts — Sat, 06 Jan 2018 18:08:42 +0000

Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger, where you can then upload documents/folders, edit files online, review file revisions, share files and much more.

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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Conditional Alerts/Popups

VTExperts — Thu, 23 Nov 2017 16:00:28 +0000

Extension designed to trigger popups/alerts based on a certain field(s) value on the record. It supports edit/create views, meaning that as you fill in the field - you can trigger an alert/popup on the screen and prevent record from being saved. It also works with detail views and the alerts are shown as you open the record. It's very powerful extension to enforce rules, policies as well as any other restrictions to maintain data integrity.

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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Timeline/Summary (Communication + Updates)

VTExperts — Fri, 06 Oct 2017 16:40:06 +0000

Record Timeline/Summary extension for VTiger was designed to provide complete record visibility. On the timeline, the user can see any communication (emails, calls, comments) as well as record updates. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization(emails,updates,comments) as well as any information related to organizations' tickets/opportunities (or any other modules), meaning that you would see any comments added to the ticket/organization while looking at the organization timeline.

In most cases, if you are trying to find out more details about a contact/organization/lead - you would have to click through all the related lists, review any tickets/opportunities one by one, however with the VTiger Timeline extension for VTiger - you can see it all from one screen.

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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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