Macro button – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Wed, 02 May 2018 20:19:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Create Custom Buttons In VTiger 7 https://www.vtexperts.com/create-custom-buttons-vtiger-7/ https://www.vtexperts.com/create-custom-buttons-vtiger-7/#respond Thu, 22 Feb 2018 06:41:36 +0000 https://www.vtexperts.com/?p=12826 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

The post Create Custom Buttons In VTiger 7 appeared first on VTiger Experts.

]]> https://www.vtexperts.com/create-custom-buttons-vtiger-7/feed/ 0