vtiger last contacted date – VTiger Experts

VTiger 7 Customer Portal Customization: Set Portal Password

VTExperts — Thu, 05 Oct 2017 12:03:15 +0000

VTiger comes with customer portal (which you need to install separately – instructions here). It has most of the functionality a robust portal would need – access to contact details, invoices, quotes, tickets, documents and much more. In order to enable customer portal for the customer, you currently need to go into contact record, scroll down to “Customer Portal Details” block and check the “Portal User” field. This will trigger an email to be sent out to the customer with link, username and password. We had a request to manually create password instead of having the system generate one, so we added a “Portal Password” field, which is masked by ********** and the actual password is only shown when switch (on/off) is clicked. It also only allows certain users to view the password. This is also used to reset the password, all the user has to do is

The post VTiger 7 Customer Portal Customization: Set Portal Password appeared first on VTiger Experts.

VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time

VTExperts — Tue, 03 Oct 2017 11:56:35 +0000

VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am. One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows

The post VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time appeared first on VTiger Experts.

VTiger 7 Customization: Contact Relationship & Referral Management

VTExperts — Mon, 02 Oct 2017 13:22:29 +0000

VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.

The post VTiger 7 Customization: Contact Relationship & Referral Management appeared first on VTiger Experts.

VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows

VTExperts — Mon, 25 Sep 2017 12:13:03 +0000

VTiger has built-in email templates, which can be used in workflows as well as sending emails from the CRM. For most businesses standard vtiger email templates are sufficient as they provide ability to quickly send templated emails. We received multiple requests regarding the permissions/sharing as well as workflow capabilities that related to email templates. In standard VTiger you can not share or restrict a user/group/role from accessing certain email templates, which makes it difficult to use them for business with multiple departments. To overcome that, we customized email templates to support sharing/permissions where you can select users/groups/profiles/roles and assign them to the email templates. This layer of permissions really helps to separate the departments and restrict visibility in certain cases. Next, since templates can be used in workflows, and some of the templates are created for workflows only – it wouldn’t make sense to see them when sending regular

The post VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows appeared first on VTiger Experts.

VTiger 6 Customization: Custom Quick Create Quote From

VTExperts — Fri, 22 Sep 2017 11:56:35 +0000

VTiger has a “Quick Create” option for most of the modules, however the more complicated ones such as quotes, invoices, sales & purchase orders does not have that option. One of our customers goes through a lot of quotes daily and found themselves spending too much time creating quotes and requested for a solution. Usually it takes about 1-2 minutes to create new quote by filling out all fields, searching and selecting products/services and so on. To make this process a little easier, we created a new Custom Quote Form, which only contains 7 key fields (specific to their business) and the item details section was customized to show the head or each ‘item family’ with ability to select items from the dropdown as well as add new rows, set qty and price. In addition, as the quick quote gets saved, it runs multiple back-end processes to preset all the other

The post VTiger 6 Customization: Custom Quick Create Quote From appeared first on VTiger Experts.

VTiger 7 Customization: Attach Files/Documents to Calendar Activity/Task

VTExperts — Thu, 21 Sep 2017 11:49:43 +0000

Calendar Activities (Tasks & Events) is considered a special module due to it’s custom design. That makes it harder to integrate with all the other extensions, add related modules and most importantly – customize. Events/Tasks in VTiger are used differently by many business, some use for scheduling jobs, reminders and others for actual to-dos, tasks and checklists. One the key features VTiger Calendar module is missing – is ability to attach documents/files to it. One of our customers requested to add such ability and we designed in a way where you can attach multiple documents/files to the activity as well as include those into the emails generated by workflow. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.

The post VTiger 7 Customization: Attach Files/Documents to Calendar Activity/Task appeared first on VTiger Experts.

VTiger 6 Customization: Custom Statement + Invoice Summary

VTExperts — Wed, 20 Sep 2017 11:52:32 +0000

VTiger has a built in “Export to PDF” function which allows to export Invoice into PDF, however it is limited to just one invoice a the time. In some cases that sufficient, however most businesses require a monthly/quarterly/yearly invoice statement or summary and that’s where VTiger is lacking the functionality. Based on one of our customer’s requirements, we built a custom invoice summary/statement page, where the user can access it from the organization and see all the invoices there. In addition, we added a date filter, so the invoice can be filtered to specific date range. We also added totals at the bottom, so you can clearly see the received, balance for individual invoices as well as the total. To make the process more efficient, we added an “Export to PDF” button, which create a statement/summary for all the invoice shown as well as the totals, company information

The post VTiger 6 Customization: Custom Statement + Invoice Summary appeared first on VTiger Experts.

VTiger 6 Customization: Custom Order Module + Item Depletion

VTExperts — Tue, 19 Sep 2017 11:46:34 +0000

VTiger has a built-in Sales Order module which supports products, services and has a lot of features such as taxes, discounts and so on. It works fine for a standard order processing, however when it comes to custom orders with requires item qty depletion, bundles and 3rd party integration – it does not do that out of the box. One of our customers is running a clinic and requested for a simple, easy to use custom order module to track their services (individual or bundles) as well as the qty and the depletion. We designed one that allows them to quickly add new orders by just filling out few mandatory fields such as selecting the bundle, payment method and adding few notes. Each bundle/item has a qty preset and allows the user to ‘use up’ or deplete certain items, for example, the client purchases a bundle of 5 SPA

The post VTiger 6 Customization: Custom Order Module + Item Depletion appeared first on VTiger Experts.

VTiger 6 Customization: Convert/Generate Licenses from Sales Order/Invoice/Quote

VTExperts — Mon, 18 Sep 2017 12:30:02 +0000

Every business has it’s own unique workflow and it is very likely that after the transaction has been made, there are steps to be taken to process the order. One of our customers is selling software with different types of licenses e.g locked, floating, annual, lifetime and requested to build an extension to VTiger Sales Orders which would allow to generate licenses for purchased products. To accommodate that, we added a button “Create License(s)”, which triggers a popup where the user can see the products on the sales order, specify expiration date and see additional information the the product. Once the user clicks to create licenses, it creates new license records (custom vtiger module) and connects to their licensing server via API to generate unique license key. This VTiger customization significantly improves the efficiency. Similar customizations can be added to invoices, quotes or any other module as each business

The post VTiger 6 Customization: Convert/Generate Licenses from Sales Order/Invoice/Quote appeared first on VTiger Experts.

VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions)

VTExperts — Thu, 14 Sep 2017 12:10:10 +0000

Mail Manager for VTiger 7 has improved significantly compared to the previous versions. It’s more responsible, modern and a lot easier to navigate and manage emails. As in previous versions, Mail Manager has a feature (action) that allows users to create new records from the email e.g contact, organization, lead, tickets and activities. The only thing it is missing is an action to add new opportunities. To accommodate that, we added an action to “Add Opportunity” right from the Mail Manager. It opens a quick create modal popup and creates the opportunity + links the email message. That’s just one of the VTiger customizations we’ve done, if you are looking for a similar customization e.g adding other modules to Mail Manager or customizing it in any different way – please shoot us an email at help@vtexperts.com

The post VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions) appeared first on VTiger Experts.