vTiger CRM Help

Vtiger CRM 7.5.0 Changelog

December 29, 2022
Article
Vtiger CRM 7.5.0 accompanies lot of bug fixes and several performance enhancements. Let’s take a look at vtiger CRM 7.5.0 Changelog to know what’s new and improved in Vtiger CRM 7.5.0 Bug Fixes and improvements Vtiger CRM 7.5.0 now support PHP 8.X. Building array function is removed. Smarty and adodb libraries are upgraded. The process of invoice creation is slowed down on large databases due to missing the index on vtiger_inventorychargesrel. This issue is fixed now and the process of invoice creation is accelerated. Hence improving the performance of the Vtiger CRM 7.5.0 FastMail enforced the use of app passwords and connection over SSL port (993). Vtiger CRM 7.5.0 support FastMail to connect over SSL with an app password now Previously, record-Id from the request was not clean and can be used in related listview queries to give way to the SQL injections. This issue is fixed now Migrating from

How to install Vtiger CRM

December 21, 2022
Article
In this guide, we will check how to install vTiger CRM system (Open Source)  on Debian 11 server. We will be using LAMP Stack for the installation. For installing the vTiger CRM system (Open source) you need to fulfill the following specs Linux server Debian 11 A user with root privileges Domain name pointed to your server Step 1: Installing LAMP Stack The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server First, make sure that your Debian repository is updated by executing the following command Once done, now install some packages and LAMP Stack using the following command After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status Make sure, that it shows the status of Apache2 and MariaDB as “Active” Step 2: Configuring MariaDB Server The second step encompasses

VTExperts tools to help admins better manage Vtiger CRM

December 1, 2022
Article
The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system

Collaboration tools by VTExperts for Vtiger CRM

November 24, 2022
Article
Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use

Advantages of FAQ’s Section

November 11, 2022
Article
In the current era of development, there are several ambiguities that one needs to clarify. Perhaps, in this fast pace of the race and some natural constraints, one can not afford to get the issue sorted in a huge time frame. To avoid time constraints and increase operational efficiency, we have FAQs (Frequently Asked Questions). There is no denying the fact that the list of advantages of FAQ’s section is a long one. In the Corporate world we have different industries and so do different problems. To provide a quick solution, Companies now design a module/department that provides support. FAQs is a subdomain of this department. Issues that are usual, time-consuming and can easily be resolved, come under the FAQ. When a company provides some services, they do know what could be the possible issue that their target audience can face. How does FAQ help? To minimize the response time

How to Install/Setup and Configure vTiger Customer Portal Module

August 18, 2022
vtiger customer portal
Article
One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information. vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up. Configure vTiger Customer Portal Module Permissions The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”. Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users. Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. Portal URL – The URL

How Vtiger CRM assists in Sales

August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know

SLA use case for tickets in Vtiger7

July 15, 2022
Article
Tickets is one of the most use feature of Vtiger crm system. SLA extension by VTExperts can be used to check and regulate the processing of the ticket in Vtiger CRM. In this article we will look at a SLA use case for tickets in Vtiger7. Use case There is ticketing system, in which when a ticket is created its priority is set to “Low” . SLA starts to work when the ticket priority is “Low”. The SLA should keep on working until the ticket status is changed to “Close” But, if the ticket is not resolved in 5 minutes and priority is “Low”, then SLA extension will automatically change the status of the ticket to “Normal” Again if the ticket is not resolved in next 10 minutes after the priority is changed to “Normal”, then SLA will change the priority of the ticket to “High” Again if the ticket

What to do If you get a Blank/White Page In vTiger?

August 30, 2013
Article
There can be multiple reason as for why you are getting Blank Page in vTiger. It can be server configuration, vTiger error, or a permissions issue. The first step you should do is enable error reporting in index.php. You can do that on the server site as well. To enable error report you will have to add an additional line to index.php. Go to “/vtigercrm/” Open index.php with your favorite text editor After <?php create a new line and add “ini_set(‘display_errors’, 1);” – (exclude double quotes). Save it Now you should be getting an vTiger error message instead of blank screen, which will help you to identify & solve the issue. If you need help trying to figure out what went wrong, feel free to contact us.

The record you are trying to view has been deleted

August 28, 2013
Article
The vTiger error “The record you are trying to view has been deleted” is presented when the the record you are trying to access does not exist. It does not necessary mean that the record has been deleted, the reason for that is, if you were modifying the code or the database you might have changed the function which loads the appropriate recordid or when the record is not created properly but the system still thinks it was and opens the record using the ‘new id’ which does not exist. It’s almost impossible to determine why it happens without looking at the code. If you would like us to look at it – feel free to contact us.

Migration Incompleted. Please contact your system administrator.

August 28, 2013
Article
The vTiger error “Migration Incompleted. Please contact your system administrator.” is usually caused by vTiger not being able to connect to the MySQL database. Possible causes: MySQL Server is not available/down MySQL Server host has changed MySQL Username/Password is not correct/has changed MySQL Database name has changed In order to adjust the MySQL credentials, first you have to verify them with your host provider and adjust them in config.inc.php. Go to your vTigerCRM directory Open “config.inc.php” with your favorite text editor Go to line 47 – verify that the $dbconfig[‘db_server’] has the correct MySQL Host Name Go to line 48 – verify that the $dbconfig[‘db_port’] has the correct MySQL Port Go to line 49 – verify that the $dbconfig[‘db_username’] has the correct MySQL Username Go to line 50 – verify that the $dbconfig[‘db_password’] has the correct MySQL Password Go to line 51 – verify that the $dbconfig[‘db_name’] has the correct MySQL Database Name Hope that helps!

Sorry! Attempt to access restricted file.

August 28, 2013
Article
The most likely cause for the vTiger error “Sorry! Attempt to access restricted file.” is the $root_directory value in the ‘config.inc.php’ is incorrect or misspelled. In order to correct it follow the steps below: Go to your vTigerCRM directory Open “config.inc.php” with your favorite text editor Go to line 86 and adjust $root_directory value to correct vTiger directory. Note, that the directory must end with /. It should look something like this – $root_directory = ‘/var/www/vtigercrm/’; Hope that helps!

Mail could not be sent to the admin user. Please check the admin emailid/Server settings

August 7, 2013
Mail could not be sent to the admin user. Please check the admin emailid/Server settings
Article
There are a lot of things that can go wrong when setting up the vTiger Outgoing Email Server – it can be as simple as mistype or as complected as firewall blocking the connection or missing PHP extension. Hopefully the steps below will point you to the right direction while troubleshooting the error you are getting. If you are using GMail as your Outgoing Server – follow the guide “Setting up vTiger Outgoing Email Server With GMail“ Make sure that the username/password and the Server Name is correct. Check your email settings or contact your email provider to verify the email server. Verify that your email server does not require SSL connection or any specific port – if it does, add the ssl:// tag or the port using the “GMail as an Outgoing Email Server in vTiger” example. If you are using ssl:// tag – make sure SSL PHP Extension

Setting up vTiger Outgoing Email Server With GMail

August 7, 2013
Setup GMail Outgoing Server in vTiger
Article
Setting up vTiger Outgoing Email Server is easy – if you know how to the details required. Most of the Outgoing Email servers do not require SSL connection or any specific port, however GMail does. In order to setup GMail as an Outgoing Email Server for vTiger – you have to specify the PORT and that it’s authenticating using secure certificate. Here’s the syntax: Server Name: ssl://smtp.gmail.com:465 Username: Your@email.com Password: Your Email Password Requires Authentication: Yes From Email: Your@email.com Note, that it does work the same for GMail and Google Apps Accounts. If you are getting a message “Mail could not be sent to the admin user. Please check the admin emailid/Server settings” – use the troubleshooting steps in this article.  

Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb.inc.php on line 893, 1919, 1991

July 18, 2013
Article
The errors below most likely are caused by the PHP5.3, you might get something like below if you upgrade to PHP5.3 Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb.inc.php on line 893 Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb.inc.php on line 1919 Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb.inc.php on line 1991 Two things you can try: Add ini_set(‘display_errors’,0); error_reporting(0); to index.php in vtigercrm root directory. This will suppress the errors. Go to the lines 893, 1919, 1991 and replace “=&” with “=” (removed &). It should fix the errors. Note, only do #2 if #1 does not work.

Deprecated: Function session_unregister() is deprecated in /modules/Users/Authenticate.php on line 70, 71, 72

July 18, 2013
Article
The errors below most likely are caused by the PHP5.3, you might get something like below if you upgrade to PHP5.3 Deprecated: Function session_unregister() is deprecated in /modules/Users/Authenticate.php on line 70 Deprecated: Function session_unregister() is deprecated in /modules/Users/Authenticate.php on line 71 Deprecated: Function session_unregister() is deprecated in /modules/Users/Authenticate.php on line 72 In order to fix it, you will need to replace lines 70,71,72 from: session_unregister(‘login_password’); session_unregister(‘login_error’); session_unregister(‘login_user_name’); To: unset($_SESSION[‘login_password’]); unset($_SESSION[‘login_error’]); unset($_SESSION[‘login_user_name’]);

Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb-xmlschema.inc.php on line 373, 385

July 18, 2013
Article
The errors below most likely are caused by the PHP5.3, you might get something like below if you upgrade to PHP5.3 Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb-xmlschema.inc.php on line 373 Deprecated: Assigning the return value of new by reference is deprecated in /adodb/adodb-xmlschema.inc.php on line 385 Add ini_set(‘display_errors’,0); error_reporting(0); to index.php in vtigercrm root directory. This will suppress the errors. Go to the lines 373, 385 and replace “=&” with “=” (removed &). It should fix the errors.