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”.
Here are some of the key features that make our extension unique:
- Completely customizable screen layouts/views for any type of record
- Easy to use “drag and drop” field functionality to create the layouts
- Once the views are customized and the record is opened, it will automatically show the right view/layout.
- Supports all custom & standard VTiger fields
- Ideal solution for those businesses having to deal with different types of tickets (Repair, Support, Install)
- Supports List-views & Related Lists
- Converts “Add Record” button into multi purpose pick-list button
- Workflows, filters & built in search is supported
- Compatible with VTiger Standard & Custom Modules
- Works with Module Manager
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/customviewsforms/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/customviewsforms/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/custom-viewslayouts-forms (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
6 reviews for Custom Views, Screen Layouts & Forms
Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools March 7, 2025 - CRM systems are designed for managing and tracking customer interactions for businesses. A significant advantage of using CRM software is its capacity to store and systematize customer data in a centralized database. However, every business is different and has different data requirements, and that is where fields and layout tools become essential. Although Vtiger CRM provides default tools for fields and layouts, but extensive customization may require additional support. VTExperts is here to help you personalize Vtiger CRM with VTExperts' Fields and Layouts tools Fields and layout tools are crucial components of a CRM system that enable businesses to personalize their CRM based on their specific requirements. Let’s check what fields and layout tools are, how they work, and the benefits they offer. Benefits of using fields and layout tools Customizability: By customizing the fields and layouts of Vtiger CRM, businesses can tailor the system as per their requirements. This can… Read More
Create Custom Form in Vtiger May 29, 2021 - Forms are an integral part of any CRM and can be used in multiple ways. We, at VTExperts, believe that the more options provided in designing a form means better results for the clients. In order to provide users better forms that are easy to configure and use, we designed VTiger CRM extension names as Custom Views, Layout and Forms. Create Custom Form in Vtiger using this state of the art extension. Designing form using VTExperts' Custom Views, Layout and Forms is very easy and smooth process. To Create a Custom Form, Go to Settings > Extension Pack > Custom Forms & Views Add Custom Forms & Views button is used to create a new form or view. Name, status and module of the existing modules can also be seen on this page Click on the Add Custom Forms & Views Module: Select the module for form configuration. Name: Specify the name of the form Status: You can keep the form active or inactive using this option Profile: Specify the profiles for… Read More
Create Custom Layouts/Forms In VTiger 7 October 18, 2018 - 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. It Supports all modules. How to Create Custom Layouts/Forms Go to Menu > Settings > CRM Settings > Extension Pack > Custom Forms & Views. Click "Add Custom Forms & View" button. Select the module. Add a name for the form. You can assign profile's. Drag and Drop fields from available fields. Dropped in field will be shown in the form which we are creating. While creating a new record you can select the related custom form. This is a custom form view which we just have created. For further help, contact us… Read MoreRelated products
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”.
Here are some of the key features that make our extension unique:
- Completely customizable screen layouts/views for any type of record
- Easy to use “drag and drop” field functionality to create the layouts
- Once the views are customized and the record is opened, it will automatically show the right view/layout.
- Supports all custom & standard VTiger fields
- Ideal solution for those businesses having to deal with different types of tickets (Repair, Support, Install)
- Supports List-views & Related Lists
- Converts “Add Record” button into multi purpose pick-list button
- Workflows, filters & built in search is supported
- Compatible with VTiger Standard & Custom Modules
- Works with Module Manager
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/customviewsforms/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/customviewsforms/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/custom-viewslayouts-forms (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
6 reviews for Custom Views, Screen Layouts & Forms
-
was hesistant to buy this one but luckily it did not disppoint me
-
does what is featured in description
-
very versatile
-
I had problems setting it up but Tom and another guy (don’t remember the name hehe) provided some great insights. Working perfect now
-
good app
-
although I found some limitations but I think I don’t know about it fully yet
Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools March 7, 2025 - CRM systems are designed for managing and tracking customer interactions for businesses. A significant advantage of using CRM software is its capacity to store and systematize customer data in a centralized database. However, every business is different and has different data requirements, and that is where fields and layout tools become essential. Although Vtiger CRM provides default tools for fields and layouts, but extensive customization may require additional support. VTExperts is here to help you personalize Vtiger CRM with VTExperts' Fields and Layouts tools Fields and layout tools are crucial components of a CRM system that enable businesses to personalize their CRM based on their specific requirements. Let’s check what fields and layout tools are, how they work, and the benefits they offer. Benefits of using fields and layout tools Customizability: By customizing the fields and layouts of Vtiger CRM, businesses can tailor the system as per their requirements. This can… Read More Create Custom Form in Vtiger May 29, 2021 - Forms are an integral part of any CRM and can be used in multiple ways. We, at VTExperts, believe that the more options provided in designing a form means better results for the clients. In order to provide users better forms that are easy to configure and use, we designed VTiger CRM extension names as Custom Views, Layout and Forms. Create Custom Form in Vtiger using this state of the art extension. Designing form using VTExperts' Custom Views, Layout and Forms is very easy and smooth process. To Create a Custom Form, Go to Settings > Extension Pack > Custom Forms & Views Add Custom Forms & Views button is used to create a new form or view. Name, status and module of the existing modules can also be seen on this page Click on the Add Custom Forms & Views Module: Select the module for form configuration. Name: Specify the name of the form Status: You can keep the form active or inactive using this option Profile: Specify the profiles for… Read More Create Custom Layouts/Forms In VTiger 7 October 18, 2018 - 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. It Supports all modules. How to Create Custom Layouts/Forms Go to Menu > Settings > CRM Settings > Extension Pack > Custom Forms & Views. Click "Add Custom Forms & View" button. Select the module. Add a name for the form. You can assign profile's. Drag and Drop fields from available fields. Dropped in field will be shown in the form which we are creating. While creating a new record you can select the related custom form. This is a custom form view which we just have created. For further help, contact us… Read MoreInformation
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Neel (verified owner) –
was hesistant to buy this one but luckily it did not disppoint me
Aldrich (verified owner) –
does what is featured in description
Philip (verified owner) –
very versatile
John (verified owner) –
I had problems setting it up but Tom and another guy (don’t remember the name hehe) provided some great insights. Working perfect now
Benjamin (verified owner) –
good app
Alisson (verified owner) –
although I found some limitations but I think I don’t know about it fully yet