vigert crm – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Mon, 16 Jul 2018 11:52:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger https://www.vtexperts.com/filters-complete-record-timeline-summary-updates-extension-vtiger/ https://www.vtexperts.com/filters-complete-record-timeline-summary-updates-extension-vtiger/#respond Mon, 16 Jul 2018 11:52:51 +0000 https://www.vtexperts.com/?p=14123 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

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