Custom buttons – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Tue, 09 Oct 2018 20:01:40 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Only Show Custom Buttons If They Meet Certain Criteria In VTiger 7 https://www.vtexperts.com/only-show-custom-buttons-if-they-meet-certain-criteria-in-vtiger-7/ https://www.vtexperts.com/only-show-custom-buttons-if-they-meet-certain-criteria-in-vtiger-7/#respond Tue, 09 Oct 2018 20:01:40 +0000 https://www.vtexperts.com/?p=14695 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.   How to Show Custom Buttons if They Meet Certain Criteria Go to Menu > Settings > CRM Settings > Extension Pack > Custom Buttons. Click on the “New Button”.  Select the module. Add button Title. Select the button icon and its color. You can select the sequence of the button and its status.  Select the fields to be shown when the button is clicked. Specify conditions when the button should be shown.  Here you can see the button. By clicking it will show modal pop and you can update fields.  You can see the record

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]]> https://www.vtexperts.com/only-show-custom-buttons-if-they-meet-certain-criteria-in-vtiger-7/feed/ 0 Create Custom Buttons (clickable) In VTiger 7 https://www.vtexperts.com/create-custom-buttons-clickable-in-vtiger-7/ https://www.vtexperts.com/create-custom-buttons-clickable-in-vtiger-7/#respond Thu, 20 Sep 2018 01:56:07 +0000 https://www.vtexperts.com/?p=14548 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.   How to Create Custom Buttons Go to Menu > Settings > CRM Settings > Extension Pack > Custom Buttons. Click on the “New Button”.  Select the module. Add button Title. Select the button icon and its color. You can select the sequence of the button and its status.  Select the fields to be shown when the button is clicked. Specify conditions when the button should be shown.  Here you can see the button. By clicking it will show modal pop and you can update fields.  You can see the record is updated.  For further help, contact

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