VTiger Blog – News, Common Errors & Helpful Tips
Non Admin Users Can’t See Lists (Blank Area) In VTiger 7
October 27, 2017
Article
Issue: I have assign users to a role and then assign privileges directly to a role however even if I assign every privilege to a users role and sign into that users account that user still cannot see any content unless they are an admin. Solution: Running the following SQL commands to create the tables will solve the issue: For further help, contact us on [email protected] we’ll be glad to be of service.
Where To Setup Email Signature In VTiger 7
October 26, 2017
Article
Want to setup Email Signatures one time (just like a template) and use as many times. This feature helps to simply adding the signature in the emails while sending the emails from VTiger. By configuring the signatures one-time, there is no need to submit them in every email being sent. Also, the signatures can be added to every email going out. How to Setup Email Signature To setup Email Signature click on the “User Profile” and select “My Preferences“ Enter the Signature in the “Signature” field and click on the “Tick Mark” to save them. While composing an email, check the the “Include Signature” checkbox to add the signature in the email. Now when the email is sent, it will include the signatures which you configured in the user preferences. For further help, contact us on [email protected] we’ll be glad to be of service.
Email Campaigns Extension for VTiger 7 Open Source – Progress Update
October 25, 2017
Article
For the last few months we’ve been working on a new extension that will transform VTiger into sophisticated email marketing/campaign tool. The extension will include a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that will show exactly what and when is going to be sent. In addition, it will support batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once. We also integrated Mosaico template builder with our campaign/marketing tool. Mosaico is an open source template builder which allows users to create amazing email templates, the functionality is very similar to mailchimp, constant contact or any other email marketing platform. We are anticipating to have this vtiger extension available in the next month and would like to share the progress we made so far. Start New
Edit Fields From Listview In VTiger 7
October 25, 2017
Article
In VTiger 7, users can edit fields right from the listview in any record. This feature saves the time that would otherwise be spent in opening the record and then editing the field. Users can simply add or change the data of a record on the list view. How to Edit Fields on the Listview To edit fields on the listview: Double click on the field of specific record you want to edit. Add the data in the field and click on the “Tick Mark” to save the changes. And the desired info will be added to that record’s field without having the need to open the record For further help, contact us on [email protected] we’ll be glad to be of service.
Quickly Update List Columns In VTiger 7
October 24, 2017
Article
VTiger 7 allows you to add, remove and rearrange the list columns. This feature helps user to add, remove and rearrange the list columns of more than 1 records by selecting them. How To Quickly Update List Columns Select the desired records and click on the “Manage list columns” button to update the columns list. You can rearrange the columns by drag and drop and also add and remove columns. Click on the “Update List” button to save the changes It will change the Columns list according to the new settings. For further help, contact us on [email protected] we’ll be glad to be of service.
Include Phone, Email (or any other field) in VTiger 7 Search
October 18, 2017
Article
Take a look on how you can search from all the modules and records by using Global Search extension and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Include Phone, Email in VTiger Search First install the extension Global Search form Extension pack for VTiger To include search fields in Global Search. Go to the “CRM Settings“. Select the “Other Settings” and click on the “Global Search“ Select a module that you want to add the search fields to and select the desired field. Add the field name on the given space to add the field. Search and select the desired field that you want to include in the Global Search. After adding the fields click on the “Save” to save the changes.
Pre-Format Phone Numbers To Your Requirement In VTiger 7
October 18, 2017
Article
Admin can restrict users to enter fields in a certain format by using Masked Input extension. This feature allows you to configure the formats of Phone numbers and set them default in VTiger. So when users work and add data to the CRM, they will only need to enter phone numbers without the need of formatting each number for example adding “-” or space or “()”. How to Preformat Phone Number First, install the extension Masked Input extension from the Extension pack for VTiger. Then, go to the “CRM Settings” and select the “Other Settings” and click “Masked Input“. Then Click on the “Add New Field” button to create a new preformatted field. Select a Module you want to add field to. Select the field type. Select the format for the field you have selected. Click on the “Save” button to save the changes. For further help, contact us
Quickbooks Online & VTiger 7 Open Source Integration – Progress Update
October 17, 2017
Article
We have been actively working on our next major extension release – VTiger 7 & QuickBooks Online Integration and would like to share our progress with the community. So far, we completed sync of customers (organization/contact) and products/service as well as built the engine for logs, quickbooks queue and graphical user interface. It’s fair to say, that we are half way there (50% complete) and we are expecting the beta release in the next 1-2 months. If you would like to participate in beta testing – please contact us at [email protected]! Here are some screenshots of the interface/functionality. Synchronize Tab (Initiate 2 way Sync between VTiger & QuickBooks Online) Customer Tab (Map VTiger Contacts & Organizations into QuickBooks Customers) Configuration Tab (Configure bidirectional sync & set primary data source) Quickbooks API Tab (Enter Quickbooks API Details to connect to VTiger)
Increase the Number of Records Shown on the List View In VTiger 7
October 13, 2017
Article
Take a look on how you can modify the number of records to show in the list view. This feature helps you to adjust the number of records to be shown on a single page according to your requirements. You can increase or decrease the number of records shown on the list view. How to Increase the Number of Records Shown in the List View You can see how many records are currently shown on a single page To increase the number of shown records click on the “Menu” button and select “CRM Settings“. Under the “Configuration” select “Configuration Editor“, and click on the “Edit” button to change the current number of shown records. Enter the desired number on the given space and click on the “SAVE” button to change the current number of shown records. For further help, contact us on [email protected] we’ll be glad to be of service.
Merge Duplicate Records from List View in VTiger 7
October 12, 2017
Article
Dealing with dulpicates in every CRM is a headache. VTiger 7 allows you to merge the duplicates in very easy way. This feature allows you to merge 2 or more then 2 records into one single record – right from list view. It merges the 2 record fields into one. You can keep the desired record field accordingly. The purpose is to avoid the long list of duplicate records and keep only one record of similar data. How to Merge the Duplicate Records Select the desired records you want to merge and click on the “MORE” button. Click on the “Merge Selected Records“ Select the fields you want to keep and rest will be deleted or merged if they are same. And click on the “Merge” button to merge the selected records. In addition, there’s an extension that is more advanced. With VTiger Duplicate Check and Merge, you can avoid
How to Mass Add Comments From List View in Vtiger 7
October 10, 2017
Article
You can add mass comments from list view in VTiger 7. This feature allows to add a comment on multiple records at the same time. The purpose is to avoid the hassle of opening each record and add comments on every single one. How to Add Mass Comments Mark all the records in the list you want to add a mass comment to. Click on the add comment icon to add a comment. Add the comment in the given space and click the save button. The comment will be added to each of the record.
How to Add and Rearrange Dashboards in VTiger 7
October 10, 2017
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VTiger 7 allows you to add new dashboards on home screen. The purpose is to add widgets and keep track of important data and processes, such as tickets, opportunities, performance of teams, sales ups and downs and lot more. With dashboards and widgets, you can stay on top of your business and keep checks on the performance. Adding New Dashboard To add a new Dashboard on VTiger 7 homescreen: Click on the “More” dropdown menu button and select “Add new dashboard“. Then add the title of the dashboard in the given space. And click on the save button. Rearranging Dashboard Tabs You can rearrange the added tabs of dashboards. Its quite simple: Click on the “More” dropdown menu button and select “Rearrange Tabs” to rearrange the tabs. Click n hold, and drag n drop the Dashboard on the desired place to rearrange the tabs. Then click
VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time
October 3, 2017
Article
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
VTiger 7 Customization: Contact Relationship & Referral Management
October 2, 2017
Article
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.
VTiger Tip: How to hide fields based on other field conditions/values?
September 28, 2017
Article
If you are looking to hide field in VTiger based on another field value e.g “Hide Contact.Billing_Country if Contact.Type is “Local Supplier” or any other field – you can do that utilizing Conditional Layouts VTiger Extension, which helps to transform standard VTiger layouts into powerful forms. It only takes few seconds to setup such forms, here are the steps: 1. Open Conditional Layouts Area Go to Menu > Settings > Go to Extension List > Conditional Layouts 2. Hit “+New Conditional Layouts” This is where all conditional layouts that have been setup are shown. 3. Select Module Select any module and name the condition e.g “Hide XXX,AAA,BBB” 4. Add Conditions You can add as many conditions as needed, the action(hide fields), will only be triggered once conditions have been met. 5. Add Tasks This is where all your tasks are,
New VTiger Extension: List Export to XLS (Excel)
September 26, 2017
Article
We are excited to introduce new extension to our VTiger Extension Pack! The extension was designed to export lists/filters into excel. As you probably know, standard Support for VTigers exports to .csv, however .csv files can be messy, hard to manipulate and the formatting does not always save. Our List Export to XLS VTiger extension, not only exports data to XLS files, but also only includes columns that are selected in the list, unlike .csv – it exports all the columns and kind of defeats the purpose of export. It supports all custom and standard VTiger modules and is now available for anyone with extension pack subscription!. For screenshots & video, go to the product page: https://www.vtexperts.com/product/vtiger-list-export-to-xls-excel/
VTiger 7.1 Features Development
September 25, 2017
Article
We have some exciting news for VTiger open source community! VTiger developers have been working on a VTiger 7.1 release and just informed us on the new feature that will be introduced. The original message below We would like to update you that we have been working on Vtiger Open Source V7.1 features and planning to release it in couple of weeks. Following are the list of features including differed issues from previous version. Features : Follow A Record (Click on Star icon to follow a record. By following any record, you get updates on it as other users of your organization modify the record. these updates are notified to you via channels enabled in the Notification Center Settings. De-select the Star icon to unfollow the record.) Duplicate Record Prevention (Prevent duplicate records in Vtiger from all sources by enabling duplicate check) Webform Attachments (Allow user to attach files to
VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows
September 25, 2017
Article
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
VTiger 6 Customization: Custom Quick Create Quote From
September 22, 2017
Article
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
VTiger 7 Customization: Attach Files/Documents to Calendar Activity/Task
September 21, 2017
Article
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.
VTiger 6 Customization: Custom Statement + Invoice Summary
September 20, 2017
Article
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
VTiger 6 Customization: Custom Order Module + Item Depletion
September 19, 2017
Article
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
VTiger 6 Customization: Convert/Generate Licenses from Sales Order/Invoice/Quote
September 18, 2017
Article
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
VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions)
September 14, 2017
Article
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 [email protected]
VTiger 7 Customer Portal Customization: Set Portal Password