vTiger CRM Troubleshooting – 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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Enhance Vtiger’s productivity with VTExperts

Salman Siddique — Mon, 17 Apr 2023 12:07:16 +0000

Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to

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VTExperts sales intelligence tools

Salman Siddique — Thu, 26 Jan 2023 15:46:36 +0000

The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM

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Advantages of FAQ’s Section

Salman Siddique — Fri, 11 Nov 2022 10:53:25 +0000

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

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Job Scheduler New Feature – Color Tiles based on Activity Type

Salman Siddique — Mon, 18 Jul 2022 13:59:55 +0000

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:

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SLA use case for tickets in Vtiger7

Salman Siddique — Fri, 15 Jul 2022 14:25:32 +0000

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

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