VTE Reports – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Thu, 31 May 2018 22:37:11 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Allow VTiger Users To Edit VTE Advanced Reports https://www.vtexperts.com/allow-vtiger-users-to-edit-vte-advanced-reports/ https://www.vtexperts.com/allow-vtiger-users-to-edit-vte-advanced-reports/#respond Thu, 31 May 2018 01:20:55 +0000 https://www.vtexperts.com/?p=13757 VTE Reports is an advanced module that fulfills all the requirements of VTiger users that are missing in the standard VTiger Reports. You can check all the features of VTE Reports extension for VTiger 7 and VTiger 6 in Product page We’ve added a tiny but extremely useful and requested feature, where you can allow other users to edit reports. Previously, a report could only be edited by the owner. Moreover, standard VTiger Reports do not support it. How to Allow Other Users to Edit Reports To do so, in the Edit mode of a report, move down to the step where “Report Owner” and “Sharing” are selected. You can now see a new checkbox saying “Allow To Edit”. Check this box to allow other users, who have access to the report, to edit and save it.     More information on the feature and how to configure VTE Reports

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]]> https://www.vtexperts.com/allow-vtiger-users-to-edit-vte-advanced-reports/feed/ 0 Schedule Reports To Non VTiger Users By Adding Email Addresses In VTiger 7 https://www.vtexperts.com/send-scheduled-reports-to-non-vtiger-users-by-adding-email-addresses-in-vtiger-7/ https://www.vtexperts.com/send-scheduled-reports-to-non-vtiger-users-by-adding-email-addresses-in-vtiger-7/#respond Thu, 24 May 2018 20:52:55 +0000 https://www.vtexperts.com/?p=13697 As most of you are already familiar with the Advanced Reports Extension for VTiger 6 and VTiger 7 , this is the module that more than 85% of our clients use. We make sure we are regularly upgrading our extensions to meet your requirements. Using VTE Reports extension for VTiger, you can configure and send the scheduled reports regularly to any email address, even if he/she is not a user in your VTiger CRM. How to Send Scheduled Reports to Non VTiger Users To do so, in the edit mode of a report, you need to go to scheduling section of reports. This is the one where you can configure frequency of the outgoing reports as well as time and recipients. At the bottom, you will find the “Additionals” field. In the “Additionals” field, you can add as many email addresses as you want (separated by commas). Once configured, those

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