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 has their own way of doing things.
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 firstname.lastname@example.org