vTiger 8.x – VTiger Experts

Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic

Salman Siddique — Thu, 23 Apr 2026 12:48:51 +0000

We have all been there: you are about to send a contract or an agreement, but it is filled with “N/A” markers and empty sections that do not apply to the client. It looks messy, feels impersonal, and a bit unprofessional. In Vtiger CRM (Open Source), the “one-size-fits-all” template is a thing of the past. Thanks to VTExperts’ Document Designer, you can now use Conditional Logic to make your templates “smart.” Instead of maintaining a dozen different files, you use one Master Template that automatically hides or shows fields based on your CRM data. Imagine you are managing properties. Not every tenant has a pet, so why should every lease include pet addendum? With a simple conditional logic on picklist field “Is Property Pet Friendly?” in your CRM, the Document Designer takes over: If Yes: The “Pet Policy” section—complete with pet types, deposit amounts, and specific rules—instantly appears in the

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VTExperts Email Marketing Update: Attach Documents to Campaigns

Salman Siddique — Tue, 06 Jan 2026 13:44:22 +0000

Email Marketing Automation extension by VTExperts is a tool that makes vTiger a real email marketing powerhouse. Need to hit thousands of inboxes? No problem! It uses batch sending to space out your emails. It is super easy, step-by-step email marketing tool that guides you through creating campaigns and sending it out. You can target exactly who you want using flexible Marketing Lists of your Contacts, Leads, and Organizations. Once you hit send, the Summary View gives you the whole picture—real-time updates on unique opens, who unsubscribed, and all the performance metrics you need. Basically, it brings true professional email marketing right inside your VTiger. VTExperts Email Marketing Update: Attach Documents to Campaigns for greater flexibility and enhanced usability. Introducing: Campaign Attachments Feature We are excited to announce a powerful new feature is now available in the Email Marketing Automation extension You can now include attachments directly in your campaigns. This feature is integrated

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Vtiger CRM 8.4 has been released

Salman Siddique — Tue, 19 Aug 2025 12:39:29 +0000

Great news for Vtiger CRM users! The latest Vtiger CRM 8.4 has been released, This update is a big step forward for your CRM. Think of it as giving your system a major tune-up behind the scenes, making everything run smoother and more securely. Moreover, you will notice lots of small, helpful changes that just make your daily work easier. Link to the announcement: Here This update addressed a total of 33 items, with the vast majority – 29 of them – now successfully implemented. So, what does that mean for you? Stronger Security and Stability Vtiger is more secure and reliable now, let’s check details below Better Protection: The team battened down the hatches, making logins more secure and tackling common vulnerabilities like “CSV Injection” and “XSS” that, in rare cases, could allow exploitation. This means we better protect your data against sneaky attacks. Database Stability: For those running Vtiger

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Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools

Salman Siddique — Fri, 07 Mar 2025 11:54:37 +0000

CRM systems are designed for managing and tracking customer interactions for businesses. A significant advantage of using CRM software is its capacity to store and systematize customer data in a centralized database. However, every business is different and has different data requirements, and that is where fields and layout tools become essential. Although Vtiger CRM provides default tools for fields and layouts, but extensive customization may require additional support. VTExperts is here to help you personalize Vtiger CRM with VTExperts’ Fields and Layouts tools Fields and layout tools are crucial components of a CRM system that enable businesses to personalize their CRM based on their specific requirements. Let’s check what fields and layout tools are, how they work, and the benefits they offer. Benefits of using fields and layout tools Customizability: By customizing the fields and layouts of Vtiger CRM, businesses can tailor the system as per their requirements. This can

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vTiger 8.3: Merge Tags/Descriptions Bug in Email Templates

Salman Siddique — Thu, 13 Feb 2025 13:22:25 +0000

A powerful feature of Vtiger CRM system is the ability to use merge tags in email templates. That enables user to personalize communications by dynamically inserting record-specific data. However, with the release of Vtiger CRM version 8.3, users have reported issues, where merge tags and merge descriptions, fail to function correctly within email templates. Lets check what is vTiger 8.3: Merge Tags/Descriptions Bug in Email Templates Let’s go through it with an example Following is a screenshot of an email template where field labels are used It does not populate the field data in the output, instead keep on showing field labels A fix for this problem has been provided by the Vtiger team. You can find the solution details here: View solution Applying this fix should resolve the merge tag and description problems, restoring the functionality needed for effective email communications. In case if you need any assistance, feel

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