vtiger integration – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Mon, 04 Jun 2018 12:25:29 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Box.com Integration with VTiger has been launched https://www.vtexperts.com/box-com-integration-with-vtiger-has-been-launched/ https://www.vtexperts.com/box-com-integration-with-vtiger-has-been-launched/#respond Tue, 22 May 2018 15:19:49 +0000 https://www.vtexperts.com/?p=13655 The Box.com Integration seamlessly sync VTiger with Box.com and you can assign Box.com folders to the any of the VTiger Records. Then you’ll be able to perform numerous functions like uploading the documents/folders, edit files online, review file revisions, share files etc directly from Vtiger (without opening Box.com). This integration allows unique records to be assigned to any of the records per module like Project, Opportunities & Order by in- built folder selector. It’s configuration is simple and it requires SSL certification active on you CRM URL otherwise the Box.com API doesn’t work. Once you configure the integration and assign folders to the enabled modules, you can view Box.com files and folders from VTiger. Go to one of the selected modules and open a record. Then go to the Box.com tab Now you’d need to link a folder to this record. For that purpose, click the “Choose Folder” button. It

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]]> https://www.vtexperts.com/box-com-integration-with-vtiger-has-been-launched/feed/ 0 Introducing the Google Drive Integration with VTiger https://www.vtexperts.com/introducing-the-google-drive-integration-with-vtiger/ https://www.vtexperts.com/introducing-the-google-drive-integration-with-vtiger/#respond Fri, 18 May 2018 17:08:48 +0000 https://www.vtexperts.com/?p=13641 Google Drive is one of our recently added extensions that seamlessly integrates Google Drive with VTiger. Not only the Documents /Files/Folders in Google drive can be accessed from VTiger but they can be edited without downloading to your computer (supported files include Word, Excel, Text & images etc) by the Google File Viewer/ Editor. You can assign unique folders from Google Drive to the individual records and modules using a Built-in Folder Selector. It also shows the assigned Files/ Documents in two supported views that is Grid and List view. This integration also supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger. It is very user-friendly, Module-manager compatible  and got a rather straight forward Configuration Panel. After the configuration you can choose, create or assign folders from Google Drive to the records. For that, open a

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