Products – VTiger Experts

Guide to Upgrade from VTiger 7.0.1 to 7.1

Uzair — Thu, 02 Jul 2020 06:55:54 +0000

To migrate from your VTiger CRM 7.0.1 to 7.1, we are providing you with a step by step guide. By following this guide you can easily migrate your database to VTiger CRM 7.1. For upgrading it you need the patch files from the official VTiger website. Then copy the patch files in the required directory and finally run the migration wizard. Even with all the precautions there are a number of things that can go wrong during the migration, so we advise that you make backup of your data before starting the migration.

Before starting the process of migration make sure you understand the whole process and its technical difficulties. Moreover, do not put your database at risk and do not rush. If you have any doubts about the migration, let us do the job for you. Our expert team will make sure that your data remains secure and migration is done in a professional manner.

By carrying out following procedure, you can perform the task of migration VTiger 7.0.1 to 7.1 on your own

Procedure of migrating data from VTiger 7.0.1 to 7.1

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Availability Calendar

VTExperts — Thu, 06 Feb 2020 13:15:46 +0000

Availability Calendar was designed to enable website visitors and clients know about the availability of your services using our easy to use calendar on your website. Using this tool, you can create your own availability calendar and keep others updated. This tool provides a wide range of customization options, e.g. adjust the font size, change font style, select different colour schemes for each availability calendar.

User can use pop-up menu for making a booking, the pop-up will collect the information like date and time of meeting, purpose of meeting etc. and will show an error message in case of wrong date booking. It also allows you to integrate your social media presence in your calendars. This tool also allows you to export your calendar data in .ics and .csv format

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Duplicate Projects with Tasks

VTExperts — Thu, 06 Feb 2020 13:14:44 +0000

To achieve best possible results, one should work smart in addition to the work hard. In routine business operations, there are several tasks which are performed redundantly and most of the time they are just copied/pasted from one task to another. To save you from the hassle, we designed Duplicate Project (with tasks) function. Using it a duplicate of a project can be made, including its files, documents, data, tasks, milestones and details of the project.

Duplicate project is a quite easy to use features, first install it and then enable duplicate the project. After doing this a duplicate project button will appear on your projects.

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Followers/Watchers Widget

VTExperts — Thu, 06 Feb 2020 13:07:03 +0000

Modern business environment revolves around customer and only those businesses are successful in making the mark which are catering their clients in the best way possible. It is a quite common practice in businesses that more than one employee is working on a single record or project. Sometimes the consistency is compromised when employee A does not know about the changes made by employee B on a record or project. Here comes the Followers widget to rescue, by using it you can follow a record or project and whenever a record is changed or updated it will send an automated email to all the employee working on it.

Followers is a valuable tool to enhance consistency among your team members and provide better client-oriented solutions to your valued customers.

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Web Form & Landing Page Builder

VTExperts — Thu, 06 Feb 2020 13:06:07 +0000

Form Builder is an essential tool for Collecting and Updating a wide range of data regarding your customer and potential clients. That is why we created Form Builder Extension for you. Using this tool, you can create Custom Forms which support a wide range of features and collect information in an effective manner. Form builder sends an Automated Email to the user once he/she fills a form, first a successful submission notification email and then an auto responder/thank you email.

Form builder lets you Create Multiple Forms and publish it on your website with full control over them. On top of that you can Manage what type of data you want to Extract from the form

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Email Designer

VTExperts — Thu, 06 Feb 2020 13:04:45 +0000

In the modern-day business environment, Email design plays a vital role in capturing client’s attention. The Design of your email can act as a deal breaker for your target audience, that is why we developed Email designer. Using this tool, you can design attention grabbing, to the point and professional emails. Email designer enables you to design emails that can cater the needs of your business effectively and efficiently. From the font style of the email to the different pricing options for customers, it is equipped with an arsenal of reliable features that can make your emails more impactful and impressive.

User can design and save multiple email templates for different purpose and can use them once needed. Email Designer also provides you with the feature to check how email will appear to the recipients before sending it.

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VTiger Mobile App

VTExperts — Thu, 06 Feb 2020 12:56:53 +0000

Modern day business environment requires your customers to be updates on the go. That is why we developed VTiger mobile app for our clients, using this app you can access several different functions at your mobile devices.

This app allows to perform different function on records e.g. creating record, editing record etc. It enables you to check what are the recent comments made on your VTiger. In addition to that you can access notification centre through mobile app as well. This app is simple but incredibly unique and helps you to get job done

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VTiger Reports & Dashboards Extension

VTExperts — Sun, 12 May 2019 11:55:51 +0000

Reports & Dashboards for VTiger is a tool built to fulfill the needs of all the businesses looking to run complicated, but easy to read reports. It includes a report builder which is capable of Detailed, Summary, Pivot, Chart/Graph reports. All the charts and reports can be placed on the dashboard for quick & easy access.

Extension includes a lot of unique features such as drag & drop interface, completely redesigned interface for creating reports, highlighting columns, up to 3 charts per report, both detail and chart reports added on the homepage dashboard, custom permissions, scheduled reports & much more.

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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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