vtiger tricks

Automatically Calculate Fields In VTiger 7

April 11, 2018
Article
Field Calculation/Concatenation in Real time is designed to allow field calculations to be made as you type (on the spot). It displays the formula field results instantly without having to save the record in order to see the calculation result (standard VTiger workflow functionality). How to Automatically Calculate Fields Go to Menu >> Settings >> CRM Settings >> Automation >> Workflows. Click on the “+ New Workflow” Button to create a new workflow.     Enter a workflow name. Enter the conditions for this example anytime these fields are grater than equal to 0 we want to trigger the calculations then Add and an action which is Field Formula.     Enter the action title. Check box the Execution on demands which means it calculates as soon as the user enters the value in the field. Then add the field and select the expression for this example we need to add the field and Arithmetic Function     While creating

Calculate Days Between Dates In VTiger 7

April 10, 2018
Article
Field Calculation/Concatenation in Real time is designed to allow field calculations to be made as you type (on the spot). It displays the formula field results instantly without having to save the record in order to see the calculation result (standard VTiger workflow functionality). How to Calculate Days Between Dates Go to Menu >> Settings >> CRM Settings >> Automation >> Workflows. Click on the “+ New Workflow” Button to create a new workflow.     Enter a workflow name. Enter the conditions for this example anytime these fields are not empty we want to trigger the calculations then Add and an action which is Field Formula.     Enter the action title. Check box the Execution on demands which means it calculates as soon as the user enters the value in the field. Then add the field and select the expression for this example we need time_diffdays(a,b) and add the filed names on a and b.     While creating a

Create Assets From Purchase Orders In VTiger 7

April 10, 2018
Article
Receive/Create Asset from Purchase Order is an extension designed to efficiently create new assets based on what is being received from Purchase Order. It’s intuitive popup displays Product Number and Name and adds a row for each qty so the user can put in serial number and receiving notes for each product & qty they are receiving. In addition, it supports Partial Shipments and prevents duplicate parts to be received. How to Create Assets from Purchase Orders Open a Purchase Order and click on the “Receive Shipment” button.     We’ll get a popup to enter a serial number for each quantity item that we’re receiving as well as receiving notes, Enter the serial numbers and click on the save button. It will change the status to Partial shipment Received and Assets will be automatically added.     To complete this shipment click on the “Receive Shipment” button the one’s we already received are not longer editable so we can now add

Stop User From Saving Record Based On A Condition In VTiger 7

April 6, 2018
Article
Conditional Alerts/Popups Extension is designed to trigger popups/alerts based on a certain field(s) value on the record. It supports edit/create views, meaning that as you fill in the field – you can trigger an alert/popup on the screen and prevent record from being saved. How to Stop User from Saving Record Based on a Condition Go to Menu >> Settings >> CRM Settings >> Other Settings >> Conditional Alert/Popup. Click on the “New Conditional Alert/Popup” button.     Select the Module and enter the description.     Add Condition for which you want to get alert of.     Enter the Alert title. Enable/Disable alert opetions according to your needs. For this example we need Alert while saving the record.     When you create a record it will show you an alert when the condition is true and it will not allow you to save the record.     For further help, contact us on help@vtexperts.com.

Customize Block Into 5 Columns Layout In VTiger 7

April 5, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 4 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 5.     Arrange the fields and click on the “Save” button.     Here is the 5 Blocks Layout.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Customize Block Into 4 Column Layout In VTiger 7

April 4, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 4 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 4.     Arrange the fields and click on the “Save” button.     Here is the 4 Blocks Layout.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Create Alert/Popup In VTiger 7

April 3, 2018
Article
Conditional Alerts/Popups Extension is designed to trigger popups/alerts based on a certain field(s) value on the record. It supports edit/create views, meaning that as you fill in the field – you can trigger an alert/popup on the screen and prevent record from being saved, How to Create Alert/Popup Go to Menu >> Settings >> CRM Settings >> Other Settings >> Conditional Alert/Popup. Click on the “New Conditional Alert/Popup” button.     Select the Module and enter the description.     Add Condition for which you want to get alert of.     Click on the “Add Task” button to specify alert.     Enter the Alert title. Enable/Disable alert opetions according to your needs.     When you open/create a record it will show you an alert when the condition is true.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Customize Block Into 3 Column Layout In VTiger 7

April 2, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 3 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 3.     Arrange the fields and click on the “Save” button.     Here is the 3 Blocks Layout.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Create Custom Tabs In VTiger 7

April 2, 2018
Article
In VTiger 7 user can convert field blocks into Tabs by using our Tabs Extention. Easy to configure (just switch the block on/off), compatible with all modules as well as fields. Tabs will contain the same fields/functionality as blocks. How to Create Custom Tabs Go to Menu >> Settings >> CRM Settings >> Module Management >> Module Layouts And Fields. Select the module and click on the “Add Block” button to create a custom block.     Enter the block name and select its position.     Click on the “Convert To Tab” switch to convert that custom block into a Tab.     Here you can see in the Organization Details the Custom block is showing in a Tab.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Configure Activity Reminders (popups) In VTiger 7

March 29, 2018
Article
Activity Reminder (Alert/Popup) Extension is designed to calendar reminders similar to outlook. The reminder popup shows up automatically when the activity is due and displays current day’s activities with basic details such as subject, description, related to (contact, lead, organization, etc..) as well as Due In. In addition, built-in Snooze option allow the user to snooze all or individual activity. How to Configure Activity Reminders Go to the Menu >> Settings >> CRM Settings >> Other Settings >> Calendar Popup and select the modules.     Click on this Icon to see all the Activities for the day.     You can also snooze the popup.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Track If Anyone Is Exporting Or Copying Data In VTiger 7

March 29, 2018
Article
Data Export Tracker is an Extension that allows system administrators to track any export or data copy initiated from the CRM. It tracks exports from Lists, Reports, Scheduled Reports as well as copying data using “CTRL+C” or Mouse (Right Click > Copy). How to Track Exporting or Copying Data Go to Menu >> Settings >> CRM Settings >> Other Settings >> Data Export. Click on the “Edit” button to configuring.     Check box the conditions you want to keep track of and click on the “Save” button.     Here you can see if anyone have Exported/Copied the data with the Date and Time the the User too.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Hide Empty Fields In VTiger 7

March 27, 2018
Article
Hide Empty/Blank Fields Extension allow users to displays only those fields that have been filled, hiding the blank fields as the name suggests. It’s flexible configuration panel allows you to bar the fields from display as well as configure to hide only ‘special words’ in the fields that you would like to have hidden. How to Hide Empty Fields Go to Menu >> Settings >> CRM Settings >> Other Settings >> Hide Fields. Click on the “Add Hide Fields” button to configure Hidden fields.     Select the module and the fields(For this example i have selected all fields. You can select specific fields too). You can also Add the values you want to consider as empty.     Here you can see in the contact details the Empty fields are hidden.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Color Code Comments In VTiger 7

March 26, 2018
Article
In Vtiger 7 user can add color comments by using our Advanced Comments extension. It is simply an enhancement to existing comments functionality. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. In addition, comments are highlighted based on the configured picklist value, which makes it even more useful. In addition, it supports rich text formatting in comments. How to Color Code Comments Go to Menu > Settings >> CRM Settings >> Other Settings >> Comments(Advanced). Name the picklist and click on the Green button next to the save button to configure the color comments.     Click on the “+ Add Value” button to add a new picklist value.     Enter a value name and select a color.     You can add a color comment by selecting the Picklist(For this example Reason).     Here you can see the color comment.     For further help.

Edit Organization From The Contacts In VTiger 7

March 23, 2018
Article
Quick Edit extension for VTiger is developed to give the ability of edition of related records (1:m, 1:1) when in Edit/Create view of primary record. The extension adds “Pencil” icon next to every Relation field with which you can avail the editing capabilities. How to edit Organization from the Contacts Open a “Contact“ and click on the “Edit” button.     Here you can see next to the “Organization Name” there is a “Pencil Icon” click on it to open a Quick Edit window.     It will allow you to change the information on the Organization while you’re still on the Contacts.     Here you can see the applied changes.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Export Lists To Excel Instead Of .csv In VTiger 7

March 16, 2018
Article
List Export to XLS Extension is designed to make exports from VTiger a little easier. It adds an option to export information from VTiger lists into .XLS (excel), while standard functionality only supports export to .csv, which can be tedious to format. How to Export Lists to Excel Go to any list and select the number of records and than click on the “More” button and select “Export to Excel” to create an export into “Excel”.     Here you can Export selected Records, Data on the current page and Export all data.     It will produce an Excel File which will look like this.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Timesheets Extension For VTiger Is Now Available

February 26, 2018
Article
There were lot of requests for this extension in the past year. As most of our extensions are focused to “keep it all under one hood – CRM” (Email Marketing/Campaign for VTiger is the best example), keeping track of workers’ timings was very problematic before, not to mention bringing it to the CRM for billing, records, configuring workflows, and reporting. That’s the reason we developed this record-keeping extension Timesheets for VTiger that allows users to log the time spent in details as well as system admins to keep tabs on them. Timesheets is an extension for VTiger designed to elegantly track employees’ (users) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify

Create Custom Buttons In VTiger 7

February 22, 2018
Article
Macros extension is designed to cut down the time needed for manual task such as Follow Ups, Scheduling calls etc. It provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View with just a single click. How to Create Custom Buttons Go to the “Menu” and select “CRM Settings“.     Under “Other Settings” select “Macros“.     Click on the “+ New Workflow“.     Add a workflow name, select a module for the workflow. Then Click on the “Add action” button to select an action for when this macro will be clicked. Put in the details of that action and click on the “Save” button.     Here you can see the “Macro Button” and it will execute the action with a single click (For this example it will create an activity for a call)     For further help, contact us on help@vtexperts.com. We’ll

View User Activity (New/Updated Records, Comments) For The Day In VTiger 7

February 21, 2018
Article
User Summary Report extension is designed to allow the system admin to see activity on certain records or list of records. It allows to monitor every created or updated record. How to View User Activity for the Day Go to the “Menu“. Click on the “Projects” and select “Summary Reports“.     Click on a “Summary Report“.     Here We can see the information such and First name, Last name, Address etc. Down below we can see the Updates made today.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Configure Custom Colors On Calendar Tiles In VTiger 7

February 20, 2018
Article
In Vtiger 7, User can pick the colors per user or Per status by using our VTiger Job Scheduler/Calendar extension which is a must-have for organizations that rely on calendar.   How to Configure Custom Colors on Calendar Tiles Click on the “Calendar” icon on the top right corner of the screen.     Click on the “Settings” button.     Select “Yes” in the “Use Status Colors” option.     Go to the “Picklists Values“.     Select “Module” and click on the “Edit” icon.     Than select the “Color” for picklist.     Click on the “+ Add Value” button to add a status value.     Add “Item Value” and select the “Color“.     Create Event and select a “Status“.     Here it will show the “Color tiles“.     For further help, contact us on help@vtexperts.com. We’ll glad to be of service.

Customize Text On Calendar Tiles In VTiger 7

February 15, 2018
Article
We enhanced standard VTiger calendar by adding a Job/Work Scheduler view. This allows users to see events assigned to each user without them overlapping onto other users/hours. Tile/Box text is configurable + unique colors can be assigned based on status (also configured by user). How to customize text on calendar tiles Click on the “Calendar” icon on the top right corner of the screen     Select “Job Scheduler” and and click on the “Settings” button.     Click on “Click here to configure tile & hover text“.     Click on the “Edit” button.     Here you can put any text or select form the fields that are related to this activity or task.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Create Product/Service Bundles In VTiger 7

February 14, 2018
Article
Quote/Invoice/Order Templates extension allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you. How to Create Product/Service Bundles Go to the “Menu” and select “Product and Service Templates“.     Click on the “+Add Template” button to create a new Template.   Add “Template Name” and select “Module“. Now add “Products and Services” and click on the save button.       Here you can see while creating a quote you can add “Product/Service Bundles“.       For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

View Your Sales/Opportunity Forecast By Sales Rep In VTiger 7

February 8, 2018
Article
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. How to View Your Sales/Opportunity Forecast by Sales Rep Go to the “Menu” and select “CRM Settings“.     Under “Other Settings” select “VTE Forecast“. Then click on the “View Forecast” button.     You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Show Or Hide Field Blocks Based On Certain Conditions/Fields In VTiger 7

February 7, 2018
Article
In Vtiger 7, User can Hide or Show field blocks by using our Dynamic Blocks Extension. The extension gives you the control to Show or Hide blocks on any record view. It’s extremely helpful to separate out different types of records, such as “Corporate” and “Personal” Contacts, “New Install” or “Repair” Tickets. How to show or hide field blocks Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Dynamic Blocks“.     Click on the “Add Dynamic Block” button to create a new condition.     Select the “Module” and the “Source Field“, then select the “Picklist Values“.     “Checkbox” the block you want to Hide or Show.     While creating a new Organization or editing an old one you can Show or Hide field block on a certain Field Value.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Add Tooltips Information Icons To Record Views In VTiger 7

February 6, 2018
Article
Field Tooltip Manager extension for VTiger is designed to enable and display helpful field tooltips on VTiger record views. How to Add Tooltips Information Icons Go to the “Menu” and select “CRM Settings“.     Under “Other Settings” select “Tooltip Manager“.     Select the “Module” and the “Field Name“. You can select a different “Icon” or upload a new one. Define the Tooltip content in the Rich Text Area.     Here you can see the Tooltip Icon and the Tooltip in the record.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Transfer/Auto Fill Phone Number From Organization To A New Contact In VTiger 7

February 2, 2018
Article
In Vtiger 7, User can avoid repetitive data entry when creating related records by using our Field Autofill extension. User can create a contact from within Organization and not have to re-enter Office Phone, Fax, Address, etc.. How to Transfer/Auto Fill Phone Number from Organization to a New Contact Go to the “Menu” and select “CRM Settings“.     Under “Other Settings” select “Filed autofill“.     Select the modules you want to automatically transfer data, for this example we’ll be using Organization to Contact and click on the “Add Mapping” button.     Select the records from which you want the data to transfer to, for this example we are using Primary Phone to Office Phone.     When creating a contact select an “Organization” and a dialog box will popup asking for to auto fill the fields with the selected organization data according to your configuration, by clicking on the “Yes” button it will automatically fill the fields.