vTiger CRM Tips/Tricks

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
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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

Job Scheduler New Feature – Color Tiles based on Activity Type

July 18, 2022
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Calendar is an integral part of Vtiger CRM system and every Vtiger CRM user make use of calendar in one or another way. Job Scheduler for Vtiger 7 by VTExperts increases the utility of calendar by offering additional features. Previously, users were only able to color differentiate the events based on their status only. Now, for the user convivence we have introduced a new feature in Job Scheduler extension, using it the user will be able to color event tiles based on the Activity type as well. So, you can color event tiles based on activity type as well How to configure colors based on activity type of calendar tiles Click on the “Calendar” icon on the top right corner of the screen Click on Settings Select “Yes” in the “Use Activity Type Colors” option Now the same type of calendar events will be shown in similar color For example:

SLA use case for tickets in Vtiger7

July 15, 2022
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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

How to make emails avoid going to spam

July 13, 2022
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Emails are an integral part of Vtiger CRM. Vtiger can also be used to send out email campaigns using VTExperts Email marketing extension. A very common issue that email marketers face, is that the emails they send out in an email campaign are landed in the spam folder most of the time. In this article we will learn what causes your emails to land into junk folder and how to make emails avoid going to spam. Why emails land in Spam box There are a number of different factor which causes emails to land into the spam folder. Lets look at some of the most prominent reasons behind it Make sure that you have permission/authorization to send email to contacts you are incorporating in email marketing campaign. Do not buy the list of email addresses to use in you email marketing campaign as it can put you on risk of

Google API key generation

July 6, 2022
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API key – An alphanumeric string that is used to connect your projects with the google billing account using the specific API or SDK. In this article we will go through the process of google API key generation. How To Create A Google API Key Follow these simple steps in order to create a Google API Key: Go to https://console.developers.google.com/apis/credentials?project=primordial-will-248203&supportedpurview=project Click  “Select a Project” It will open a Pop up, click “New Project” You’ll be directed to “New Project” creation page. Fill in the required info in the available fields: Project Name: Set your project’s name. Clicking “EDIT” will allow you to change Project ID which can’t be changed after. Organization: It will automatically select the organization according to your email. Location: You can choose another organization from the list if there exist multiple of those. Click “Create” to complete creating the new Project. Select API Type And Activate API

Customize Vtiger CRM’s Navigation bar

April 20, 2022
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Any CRM’s primary goal is to improve user experience, and navigation bar/Top bar is one of the most prominent area that appears on every page. The same applies to VTiger 7 CRM. A sloppy navigation bar makes the CRM hard to navigate, while wasting a lot of useful on the screen. This in turn deteriorates the purpose of having a UX-friendly Navigation bar – at all. Navigation bar should be simple, yet accommodate all the elements that are helpful for the users to navigate through the CRM system. In this article we will look at how to customize VTiger CRM’s navigation bar/top-bar with its icon and content and use it to its fullest potential. The process in a nutshell is: 1. Download file This first step is to download and extract the files that will be required to modify the top navigation bar in VTiger. You can download the files

Availability Switch for Users in Vtiger

March 14, 2022
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Availability Switch for Users in Vtiger is a customization that allows to make a user available/unavailable for the “assigned to” field. if a user is unavailable then records cannot be assigned to that specific user. For example, if one of the CRM user is on leave, then the status of that user can be switched to unavailable and no records can be assigned to that user. Available/Not-Available switch After the customization each user will see available/unavailable switch top right corner of the CRM window. Using it they can tag themselves as Available and Unavailable. If the user is unavailable then tht user cannot be selected in “Assigned to” field When the switch is in Available state that means the records (Tickets Leads Contacts, etc.) can be assigned to that user When the switch is in Not-available stat that means the records (Tickets Leads Contacts, etc.) cannot be assigned to that

How to Change Default “Select Popup” Columns in vTiger?

August 30, 2013
Article
Out of the box vTiger does not allow users to configure the “Select Popup” columns using the interface.  The work around requires some knowledge of vTiger database structure and basic php skill. The “Select Popup” is a popup which shows up when you click “Select Products” or “Select Services” or when you click on any “Select” button on the system. Note, once you change the columns for one module – the same columns will be displayed system wide. For example, if you change “Product” columns – every time you “Select Product” – customized columns will show up. The procedure below describes how to add “Product Category” to the “Select Popup” in vTiger. Go to “/vtigercrm/modules/Products“ Open “Products.php” with your favorite text editor Find the function “$list_fields” and add the desired field label, table and field name. Again, this requires some knowledge of database and php, but you should be able

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
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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 Listview Columns for any Module in vTiger?

August 30, 2013
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By Default vTiger has a filter “All” which contains the commonly used fields, however sometimes those fields are not enough and it would be nice to include other fields into “All” filter. Unfortunately, you can not edit “All” filter using the user interface, however there’s a work around. In order to specify the columns we always want to see, we will have to create a custom filter and set it as public & default. I will explain how to do that for Contact module – you can follow the same procedure for any standard or custom vTiger module. Go to Contact List Click “Create Filter” Enter “View Name” which is a filter name Check “Set as Default” – when checked – it will always open this filter as default Check “Set as Public” – filter will be public and other user will be able to use it as well Choose

How to Hide “Contact Image” Field in vTiger?

August 29, 2013
Article
By default the “Contact Image” field on the Contact screen is active, and unfortunately you can not hide or deactivate it using the Field “Layout Editor“. Most business don’t collect contact images and this field/section just takes up valuable screen space. In order to remove it, you will have connect to the MySQL Database and run the query which will hide the field. Make sure you have a backup before you run any queries on the database. UPDATE `vtiger_field` SET `presence`=’1′ WHERE `fieldlabel` =’Contact Image’ AND `tabid`=’4′ AND `fieldname`=’imagename’ AND `fieldid`=’108′;

How to Change Field Labels in vTiger?

August 28, 2013
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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 Document Maximum Upload Size in vTiger?

August 28, 2013
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Out of the box vTiger has a limit of 3MB for the file upload when creating and uploading an external document to vTiger. In order to increase the file limit, you have to set it in vTiger Configuration Editor as well as in you servers’ php.ini file. vTiger Configuration Editor: Mouse over the “gear” icon on the right upper corner Click “CRM Settings” Under “Other Settings” section, hit “Configuration Editor” Find “Max. Upload Size (Max XMB)” and set it to 30MB(you can set it to higher number if needed). Save the Configuration Editor by clicking “Save”. Server Configuration – php.ini. If you are on shared hosting, most likely you will not have access to php.ini – you should contact your hosting provider to adjust the values. However, if you do have access, follow the instructions below: Open php.ini with your favorite text editor Find “post_max_size = XXMB” and change it

How to Organize Navigation Bar in vTiger?

August 26, 2013
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vTigerCRM has a nice feature which allows users to arrange the navigation bar menu items. It’s helpful when you have many modules enabled, but not all of them are used on a daily basis. To add or remove menu items from the vTiger navigation bar follow the instructions below: Mouse over the “gear” icon on the right upper corner Click “CRM Settings” Under “Studio” section, hit “vTiger Menu Editor” “Selected Modules” are the modules which will show up on the main navigation bar. Use the arrows to add,remove and order the modules.

How To Disable Modules In vTiger?

August 26, 2013
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Out of the box vTiger comes with a lot of enabled modules. In most cases you will not be using all the modules and those can take up a valuable space on your screen. You can either use the “vTiger Menu Editor” and remove them from the navigation bar, or if you are certain that you do not need them – just follow the instructions below and disable the unnecessary vTiger modules. Note, the modules can be re-enabled at any time. Mouse over the “gear” icon on the right upper corner Click “CRM Settings” Under “Studio” section, hit “Module Manager” Mouse over the check-box – it will say “Disable Module” Click on the check-box and it will change to red X.