customization

Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger

July 16, 2018
Article
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. 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 other related modules).   We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any

New Feature In Advanced Comment Extension: Comment Modification Tracker

June 4, 2018
Article
Advanced Comments extension is merely an enhancement to standard VTiger comments functionality. It adds up to two picklist fields to the comments section and allows users to “categorize” comments added. Also, these comments can be highlighted on the basis of configured picklist value, which makes it even more handy. Also, the comments can be added using RTF. We have added yet another useful feature in it, named ‘View Previous Version‘ that enables users to view the changes made in it and store them in a log. You can see the time when the changes were made along with the user who made them. To edit a comment, simply go to any module for which the comments are enabled. Click on the ‘Edit‘ button under that comment, make the changes and save. You’ll be able to see the original comment by clicking on the ‘View Previous version‘ button under the comment.