Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View – with just a single click. It enables a “Macros” button (Trigger) and indication icon when the macro has been executed.
It is based on the standard VTiger workflows and supports all the tasks (Field Updates, Custom Entity Creation, Adding Comments, Sending/Scheduling Emails, Creating Activities & More).
Here are some of the key features that make our extension unique:
- Allows to trigger Workflows with a single click
- Incorporates “Macros” button
- Runs with Vtiger workflows & Supports all Standard Workflow Tasks (Field Updates, Emails, Record Creation)
- Displays all Macros on the Record Detail/Summary View for easy access
- Simple Configuration/Setup (identical to standard workflows)
- Supports All Standard & Custom Modules
- Module Manager Compatible
- 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/macros/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/macros/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/macros (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Macros
VTExpert’s advanced automation tools. January 16, 2023 - CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced… Read More
Execute Multiple Actions With One Click In VTiger 7 May 31, 2018 - Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View – with just a single click. It enables a “Macros” button (Trigger) and indication icon when the macro has been executed. How to Execute Multiple Actions with One Click Go to Menu >> Settings >> CRM Settings >> Extension Pack >> Macros. Click on the "New Workflow" button. Add the workflow name and the Target Module. Add Actions, this will be executed when the Macros will be clicked. You can add Multiple actions which then can be executed with a single click. Add the action title, start time and the start date then click on the Save. You can see the Macro button in the records. Click on the desired Macro to trigger the workflow. Here you can see with a single click a Mail has been sent to the client and a Event is… Read More
Create Custom Buttons In VTiger 7 February 22, 2018 - Macros extension is designed to cut down the time needed for manual task such as Follow Ups, Scheduling calls etc. It provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View with just a single click. How to Create Custom Buttons Go to the "Menu" and select "CRM Settings". Under "Other Settings" select "Macros". Click on the "+ New Workflow". Add a workflow name, select a module for the workflow. Then Click on the "Add action" button to select an action for when this macro will be clicked. Put in the details of that action and click on the "Save" button. Here you can see the "Macro Button" and it will execute the action with a single click (For this example it will create an activity for a call) For further help, contact us on help@vtexperts.com. We'll… Read MoreRelated products
Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View – with just a single click. It enables a “Macros” button (Trigger) and indication icon when the macro has been executed.
It is based on the standard VTiger workflows and supports all the tasks (Field Updates, Custom Entity Creation, Adding Comments, Sending/Scheduling Emails, Creating Activities & More).
Here are some of the key features that make our extension unique:
- Allows to trigger Workflows with a single click
- Incorporates “Macros” button
- Runs with Vtiger workflows & Supports all Standard Workflow Tasks (Field Updates, Emails, Record Creation)
- Displays all Macros on the Record Detail/Summary View for easy access
- Simple Configuration/Setup (identical to standard workflows)
- Supports All Standard & Custom Modules
- Module Manager Compatible
- 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/macros/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/macros/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/macros (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Macros
-
Another full marks extension 😀
-
I buy this one because working with workflo and it is goood
-
This is the best deal you can get around
VTExpert’s advanced automation tools. January 16, 2023 - CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced… Read More Execute Multiple Actions With One Click In VTiger 7 May 31, 2018 - Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View – with just a single click. It enables a “Macros” button (Trigger) and indication icon when the macro has been executed. How to Execute Multiple Actions with One Click Go to Menu >> Settings >> CRM Settings >> Extension Pack >> Macros. Click on the "New Workflow" button. Add the workflow name and the Target Module. Add Actions, this will be executed when the Macros will be clicked. You can add Multiple actions which then can be executed with a single click. Add the action title, start time and the start date then click on the Save. You can see the Macro button in the records. Click on the desired Macro to trigger the workflow. Here you can see with a single click a Mail has been sent to the client and a Event is… Read More Create Custom Buttons In VTiger 7 February 22, 2018 - Macros extension is designed to cut down the time needed for manual task such as Follow Ups, Scheduling calls etc. It provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View with just a single click. How to Create Custom Buttons Go to the "Menu" and select "CRM Settings". Under "Other Settings" select "Macros". Click on the "+ New Workflow". Add a workflow name, select a module for the workflow. Then Click on the "Add action" button to select an action for when this macro will be clicked. Put in the details of that action and click on the "Save" button. Here you can see the "Macro Button" and it will execute the action with a single click (For this example it will create an activity for a call) For further help, contact us on help@vtexperts.com. We'll… Read MoreInformation
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Cris (verified owner) –
Another full marks extension 😀
Heitor (verified owner) –
I buy this one because working with workflo and it is goood
Abel (verified owner) –
This is the best deal you can get around