vTiger CRM Customization

How to Create Description Type Field/One Column Layout in vTiger?

August 30, 2013
Article
By Default vTiger does not allow to create “Description Type” fields using the “Field Layout Editor“. The “Description Type” vTiger field is a field which takes up the whole row in the block and no other field can be added next to it. In order to add the “Description Type” field in vTiger, you will have to: Create a “Text Area” Custom field. It’s just a custom field but the type is “Text Area” Next, you will need to modify the database. If you don’t feel comfortable doing that, please contact us and we’ll help you out with it. Connect to your vTiger MySQL Database Open table “vtiger_field“ Find the fields you just created set “uitype” to “19“ Save the changes and refresh the record screen. You will notice that the custom fields are now stretching through out the entire block. Note, you can also accomplish “One Column Layout” view

How to Change vTiger Global Search Result Columns/Fields?

August 30, 2013
Article
Out of the box vTiger does not have an option to change the Global Search Result Columns/Fields in the User Interface, however there’s a way around. Basically – you need to create a vTiger filter and specify the columns you want to see. Note, the filter does not have to be set as default, but has to be public. In addition, in order for it to work, you will have to create filters for all the modules you want to use in the search, in other words, the filter you create will be used to display search results, and if the filter does not exist, it will not show any results, so again each module that you want included in the search should the the filter created. The filter name should be the same for all modules. Once you have the filters created, the next step is to specify which

How to Change Field Labels in vTiger?

August 28, 2013
Article
Unfortunately vTiger does not have an option to change the field labels using the user interface. However, there are few ways to do it. Let’s say we want to modify the field label for Account field “Rating”. The first and the easiest method is to modify the vTiger language file and replace the existing field labels with new ones. Go to “/vtigercrm/modules/Accounts/language/“ Open “en_us.lang.php” with your favorite text editor Find the word “Rating” and replace it with the new label. Save the file and refresh the Contact screen – the new label should show up. The second method requires knowledge of MySQL database structure, so if you are not familiar with tables and field, you are better of going with method one or three. Connect to your vTiger database Find table ‘vtiger_field‘ Run the query ‘select * from vtiger_field where fieldlabel=’Rating’;‘ Edit the row and change the fieldlabel value to

How To Change The Order Of Related Lists In vTigerCRM

August 26, 2013
Article
In order to quickly and efficiently see the information that you need, you can rearrange the vTiger Related Lists to fit your needs. To do so: Mouse over the “gear” icon on the right upper corner Click “CRM Settings” Under “Studio” section, hit “Module Manager” Click on the wrench(far right side) next to the module you want to order the Related Lists. Click “Layout Editor” Click on “Arrange Related List” button Once list is open, you can easily move them up or down. By default vTiger comes with many enabled modules which take up a lot of space on the screen and has no value to you – see how you can disable modules in vTiger and optimize your screen space.

Invoice/Quote/Sales Order Default to Service instead of Product.

July 18, 2013
Article
By default when you start Invoice, Quote or Sales Order the item defaults to products. This is not convenient for businesses who are oriented towards services, however there’s a quick tip how to change the first line item to services. We strongly recommend to backup vTiger files and database before doing any changes to code/database. Navigate to “vtigercrm/Smarty/templates/Inventory/ProductDetails.tpl” Go to line 172, the line should be: <img id=”searchIcon1″ title=”Products” src=”{‘products.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”productPickList(this,’{$MODULE}’,1)” /> Change it to: <img id=”searchIcon1″ title=”Services” src=”{‘services.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”servicePickList(this,’{$MODULE}’,1)” /> Save files and you are set.

Add “Last Modified By” Field

July 18, 2013
Article
By default the “Last Modified By” field is hidden in vTiger, however all the functionality and the actual field is there. In order to unhide it you will have modify the database. We strongly recommend to backup vTiger files and database before doing any changes to code/database. You will need to run the query below: UPDATE vtiger_field SET presence=’0′, displaytype=’1′ WHERE fieldlabel=’Last Modified By’ AND columnname=’modifiedby’ AND tablename=’vtiger_crmentity’; Note, this query will enable Last Modified By field for ALL the modules, if you wan’t to enable it for just one module you will have to add “AND tabid=’Tab ID goes here’”; You will have to lookup tabid for the specific module in vtiger_tab.