dynamic fields

Use of Conditional Layout in Vtiger

April 15, 2021
feature image
Article
All of us have came across scenarios, where a VTiger CRM record is bombarded with a number of different fields. In such situations some of the fields are necessary and some of them are only to be filled if a specific condition is met. For example, in below provided screenshot, all the fields related to the signal will only be filled, if signals enabled is set to “yes”. It would be far much better if all the fields like Signal Reach, Signal screen, Signal Strength are kept hidden and only made visible to the user once the choose “yes” option for the Signals enabled. In this article, we will discsus a great tool for Vtiger named as Conditional layout extension developed by VTExperts. There are countless examples in which businesses have various field for a record, but in most cases not even half of them are being used. Such scenarios

VTiger Dynamic Fields Streamline The Data Entry

September 23, 2016
Article
It is only understandable that you need your screens clean and tidy (modules or dashboards). It’s also very obvious that empty fields occupy a lot of space and most of the times, there is no reason to populate CRM modules with them. Empty fields also make it harder to locate the essential and required information quickly. Imagine your module exhibiting data like this: Without a doubt, few of the fields will be of great use to you. But some of those will be totally irrelevant at times. For example, the first and last names will always have high priority in terms of visibility. Take a look at the image above, some of the fields are completely empty and contain zero information like “LastLogin On”, “Deleted On”, “User Status” etc. Looking at them closely reveals that they are related to an online account, which in this case is not possessed by