VTiger Blog – News, Common Errors & Helpful Tips

vTiger 6.4 Arrives with Support for new Layouts & 40 Bug Fixes

October 16, 2015
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vTiger 6.4 GA Is now Available!   vTiger is happy to announce GA release of Vtiger CRM 6.4.0. In this version, we addressed a key security vulnerability and 40 issues reported on trac. We would also like to extend special thanks to Benjamin Daniel Mussler for notifying us about SQL Injection and XSS Vulnerability issue. Thank you for sharing your valuable feedback!   vTiger is more Stable & Secure!   vTiger 6.4 release includes 40 reported bug fixes as well as a critical SQL Injection & XSS Vulnerability issue. Some of the fixes included are: Errors in Currencies List Invoice workflows (task triggered even if the condition is not met) Scheduled Workflow (“is empty” – did not work) Email Related List Issue (Email columns would not display correct data) Lead Mapping Issues (uitype10 conversion/mapping) Filters (greater/less than bug) Missing Labels (in en_us/vtiger.php) And many more! The complete list of fixes

vTiger 6.3 Official Release + Demo

June 4, 2015
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vTiger 6.3 has just been released and is available to download on vTiger’s official website. We are really excited about the release, as it includes close to 100 bug fixes as well as the stability improvements and major security updates(XSS vulnerability). vTiger 6.3 Highlights: RelatedList API added to Vtiger Web Services. Fixes for 96 issues reported on trac.vtiger.com, including some long standing issues from vTiger 5.4.0. XSS vulnerability fix vTiger 6.3 Demo: URL: http://demo.vtexperts.com/vtigercrm630/index.php Username: demo Password: demo The vTiger demo database is refreshed every 30 minutes. vTiger 6.3 Download is available at https://www.vtiger.com/open-source-downloads/. If you encounter any problems while using vTiger 6.3.0  feel free to contact VTExperts or use the publicly available discussion forums. If your are looking to upgrade to vTiger 6.3 – Please contact us. How to get a hold of us? Email: Support@VTExperts.com Phone: 1 (818) 495-5557 Contact Form: Contact VTExperts Support Chat: Gmail/Skype/Chat via website  

Predefined vTiger Quotes, Invoices, Sales Orders

May 11, 2015
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With vTiger CRM, you have the ability to do more with your data. vTiger allows your business to automate processes and generate quotes and invoices with amazing efficiency. In order to take full advantage of vTiger’s capabilities, you need to be able to use predefined quotes, invoices, and sales orders.   Save Time and Money with Predefined vTiger Quotes, Invoices, and Sales Orders   If you’re still creating quotes, invoices, and sales orders individually for every request and transaction, then your business is wasting a lot of time. Instead, you need to start using predefined sales documents to speed up these processes and improve your customer interactions. Predefined vTiger documents are the most efficient way to respond to your customers. You have the ability to create templates that you can quickly select to speed up your interactions. Your customers will be impressed with your speed, presentation, and accuracy. Your sales

vTiger Monthly Support Plans

May 9, 2015
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In order to run a successful business, everything has to perform as planned. You don’t have time to worry about whether or not your CRM software is working correctly. Your business uses vTiger CRM so you can have full control over the collection and organization of your data. In order to make sure vTiger is meeting your needs month after month, it’s wise to invest in a monthly support plan.   vTiger Monthly Support Plans Help You Stay On Top There are many things that can go wrong with your CRM, and unless you have an expert on your team, this can cost you thousands of dollars and lots of time. With a vTiger monthly support plan, you don’t have to expend your valuable resources trying to troubleshoot these problems. A vTiger monthly support plan offers a host of benefits to help your business stay on top. You will get

Customizing vTiger CRM for Your Business

April 30, 2015
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Every business can benefit from having the right customer relationship management software. Unfortunately, many businesses settle for a standard installation that doesn’t really fit their needs. This results in data management that doesn’t always work. vTiger CRM customization helps make your business more efficient so you can grow your sales without wasting time.   vTiger CRM Customizations Improve Efficiency   Although vTiger CRM is a powerful platform, it doesn’t do everything you want out of the box. Since your business is unique, you need custom solutions that work for you. With a few customizations, you can improve all your processes and get closer to your goals. Just about everything within vTiger is fully customizable, from the look and feel to the most advanced functions. You can customize account settings, fields, automation, data organization, and much more. Whether you want to add new fields, configure outgoing emails, organize your data and

Release the Full Power of vTiger CRM with Custom vTiger Extensions

April 28, 2015
Article
If you want to get the most out of your business, you need the best in customer relationship management. The vTiger CRM suite is one of the most powerful ways to keep track of all your leads, sales, and customers. However, it doesn’t always meet your business’s needs right out of the box. In order to get the full power of vTiger CRM, you need to have the right vTiger extensions.   vTiger Extensions Help You Do More Every business has unique goals and different ways of operating. That’s why a standard vTiger installation often won’t give you everything you need. With custom vTiger extensions, you can turn your CRM into an individualized platform that will improve your efficiency and grow your sales. There are a wide variety of vTiger extensions available to help bring your CRM up to speed. vTiger extensions allow your business to integrate other programs into

vTiger Product & Service Lookup

April 24, 2015
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When it comes to quotes and orders, your business can’t afford to make any mistakes. You also can’t afford to waste any time. You’re already using vTiger CRM because of the power it gives you to organize all of your leads and sales. In most cases, a standard implementation of vTiger just isn’t enough to get the job done. Even the slightest mistake in an order or quote can cost your business a ton of money. Creating accurate quotes takes up a lot of time and energy. Fortunately, vTiger Product & Service Lookup can improve the process and help you get the most out of your CRM.   Improve Accuracy with vTiger Product & Service Lookup vTiger Product & Service Lookup is designed so you can create more accurate quotes, invoices, and purchase orders in less time. This powerful extension lets you find products and services easily without navigating elsewhere or

vTiger Document Preview

April 22, 2015
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Today’s business world moves at the speed of light. If you want to get the most out of your company, you need to be able to keep up with the pace. That’s why you use vTiger CRM in the first place. However, if you are still handling your documents the old-fashioned way, then you are wasting valuable business time that could cost you money and customers. The ability to preview your documents before sending them to your customers or team members is vital to the efficiency of your business. If you don’t take the time to look over your documents and check for mistakes, you could end up losing your sales. In a standard vTiger installation, you need to download or open each document outside of the system in order to look over it. This takes a lot of extra time and wastes precious company resources. It’s time you start

Improve Your Data with vTiger Google Address Lookup

April 20, 2015
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Having accurate data is essential for maximizing your business potential. If your vTiger CRM data is filled with errors and inconsistencies, then your customer relationships could suffer. One important aspect of your CRM data is having the correct address associated with the correct customer. When the address is outdated or inaccurate, then you may end up losing sales or shipping a product to the wrong person. Manually checking and fixing all of your vTiger CRM addresses can be a big pain. Your business can’t afford to spend the time on these manual checks that will inevitably result in more errors. Luckily, this process can be automated to meet your needs.   Accurate and Instant Addresses with vTiger Google Address Lookup With vTiger Google Address Lookup, you can ensure the accuracy of all your customer data. This powerful extension will automatically check addresses with Google Maps and update when necessary. Having all

Merging Duplicate Data in vTiger CRM with Tools Like vTiger Duplicate Check & Merge

April 16, 2015
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To get the most out of your vTiger CRM platform, you need to keep your data as accurate as possible. Having duplicate entries and any inconsistencies can throw off all of your numbers. That’s why it’s important to keep your data clean and check it on a regular basis. Over time, your vTiger CRM may become polluted with duplicate data and inaccuracies. When this happens, it can be difficult to maintain control over your customer relationships. This can mean lost leads and fewer conversions. Regular maintenance of your data to prevent these duplicate entries and other errors is essential.   vTiger Duplicate Check & Merge Improves Your Data   When you have a duplicate entry, you need to be able to merge that data. If this isn’t done properly, you can end up losing everything you’ve collected. Of course, manually checking and fixing your data isn’t really feasible. Fortunately, tools

vTiger 6.2 Early Release is Now Available!

January 23, 2015
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vTiger 6.2 EA (Early Release) vTiger 6.2 EA (Early Release) has just been released. The latest version includes over 200 bug fixes reported on trac.vtiger.com as well updated Support for Google Calendar API. The bugs that have been fixed can be found by clicking here. There were no new features or extensions added in this release as the purpose of it was to make it more stable. vTiger 6.2 EA can be downloaded from vTiger.com or by clicking here. They have already provided a vTiger 6.1 to vTiger 6.2 Migration/upgrade patch which can be found at their website as well. *Note – THIS BUILD IS NOT INTENDED FOR PRODUCTION USE, KINDLY USE IT ONLY FOR TESTING. vTiger 6.2 EA – Demo Demo: http://demo.vtexperts.com/vtigercrm62ea/index.php Username: demo Password: demo

vTiger Outgoing Email Server & Amazon SES Integration

November 28, 2014
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vTiger & Amazon SES Amazon Simple Email Service (Amazon SES) is a cost-effective outbound-only email-sending service built on the reliable and scalable infrastructure that Amazon.com has developed to serve its own customer base. With Amazon SES, you can send transactional email, marketing messages, or any other type of high-quality content and you only pay for what you use. vTiger has a built in Email client as well as some Email Marketing tools which require a reliable Outgoing Email Server. One of industry leaders – Amazon.com provides an excellent SMTP service which can be easily integrated with vTiger. Create Amazon Account First thing you need is an Amazon.com account. You can use the same account you use for shopping(if you have one), or just go into Amazon.com and sign up for new account. Once you have the account go to http://aws.amazon.com/ses/ and click “Sign into Console”(right upper corner), then under “Application Services” click

vTiger Office365 SMTP Outgoing Email Server Configuration

November 28, 2014
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Microsoft product – Office 365 is become more and more popular and with more vTiger users use it as an Outgoing Email Server. Office 365 is similar to Google Apps which provides emails, spreadsheet and document management. One of the most common issues vTiger users run into is setting up vTiger Outgoing Email with Office365. The configuration is fairly simple, Office365 uses TLS authentication method and 587 port. Here are the sample settings that should be used with vTiger and Office365. Server Name: tls://smtp.office365.com:587 User Name: Your Office365 Email Address Password: Your Office365 Email Password From Email: Your Office365 Email Address If you have any issues configuring the vTiger Outgoing Email Server – feel free call or email us. How to get a hold of us? Email: Support@VTExperts.com Phone: 1 (818) 495-5557 Contact Form: Contact VTExperts Support Chat: Gmail/Skype/Chat via website

vTiger on Synology Drive

November 27, 2014
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Synology DiskStations solve a variety of problems for everyone from the casual home user to a system administrator at a large company. Sharing files, backing up several computers at once, streaming media, and hosting websites are just a sample of what these powerful devices are capable of doing. One of the apps available on Synology drive is vTiger CRM. Depending on your Synology DSM version you might have vTiger 5.x or even latest vTiger 6.1 available. We had quite a few inquires regarding the vTiger Upgrades on Synology drive as well as backups & transfers out of the drive. If you are technical enough, you should be able to follow up our vTiger Upgrade to 6.1 Guide and perform the Upgrade, however if you are having issues – feel free to contact us and we’ll help you out. The most common request is “How to move vTiger off Synology Drive?“. Again,

Importance of vTiger Database and File Backups

October 18, 2014
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Having a powerful platform like vTiger can really improve your customer relationship management and help you reach your business goals. However, if you don’t have the proper backup systems in place, then all of your data is at risk. With our vTiger backup services, you can be confident your data will always be safe.

Upgrade Guide: VTiger 6.0 to VTiger 6.1

October 18, 2014
vTiger 6.1 Upgrade
Article
When your business wants to improve workflow and get the most out of customer relationship management, you undoubtedly turn to the best software on the market. When performing a VTiger 6.0 to VTiger 6.1 Upgrade, you need to have an expert on your side. No matter what type of upgrade or implementation you need for your business, our VTiger Experts are here to help you. In case you decide to attempt the migration by yourself, here’s a guide how to Upgrade VTiger 6.0 to VTiger 6.1. Backup Your VTiger Files & Database This is the most important step of the procedure. You have to make a good backup of the database and the file system. In case the migration goes south and you don’t have a valid backup – you will run into a lot of issues. Download The VTiger 6.1 Upgrade Patch VTiger 6.1 Upgrade patch can be downloaded

vTiger 6.1 Demo – EA (Early Access) is now available

August 27, 2014
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vTiger 6.1 Demo – EA (Early Access) is finally available for community evaluation. vTiger 6.1 has a lot of bug fixes as well as improved functionality & design. Features(Scheduled Reports, Search, Reporting Charts, RSS Module, Our Sites Module) that have been removed in 6.0 have been added on 6.1. In addition there was a major change in the vTiger Extension market – vTiger will now have a marketplace where everyone will be able to test out all available modules/extensions/addons and purchase them without having to go to the Vendor’s page.   vTiger 6.1 EA Features: PHP 5.4, 5.5 support mysqli support Search within Listview Asterisk (PBXManager) Integration Scheduled Reports Report Charts Click through Charts Mass Edit for Documents Workflow for Documents RSS Module Our Sites Module Marketplace Integration (ExtensionStore)   vTiger 6.1 Demo vTiger 6.1 Demo can be access using the link: http://demo.vtexperts.com/vtigercrm61ea/index.php Username: demo Password: demo *Note, the database will

vTiger Customer Portal Troubleshooting & Errors

July 11, 2014
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vTiger Customer Portal is a great addition to the CRM, however there are a lot of things that can go wrong during the setup & install. Some of it are just user errors and some of them can be environment(server) related. Please Enter a Valid Username and Password This is most likely caused by one of two things: You’ve copied the password and it contains some spacial characters within your clipboard – try typing it in manually. The password is not correct, you can lookup the username/password directly in the database. The table to look at is ‘vtiger_portalinfo‘. Could not connect to server. Please contact the administrator. This is the most common vTiger Customer Portal issue that comes up. Few things might have gone wrong: PHP Soap Extension Make sure that PHP SOAP extension is installed. It is critical to have the extension installed, if it’s not there – the

vTiger Customer Portal Demo

July 11, 2014
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Customer Portal VTiger Customer Portal is a controlled, private, and secure platform that allows your customers to interact with their related records in CRM as well as your team. The Contacts and Organizations can access their tickets, invoices, assets, product details and order information, calendars, and what not. It also allows the Portal users (Contacts and Organizations) to easily search, view, and edit their relevant information in the VTiger CRM. The Customer Portal also enhances customer relationships by providing access to complete and up-to-date information 24/7. The Customer Portal is convenient and relevant – it contains everything that customers need in one place online. Through the well-designed customer portal, we provide customers only to access to the modules and records that is needed. Features of Customer Portal Here is a list of some of the most prominent features of VTiger Customer Portal: Controlled and secure access to Customer data from

How To Create Contacts/Organization Custom Lookup/Related To/Relationship Field in vTiger

July 10, 2014
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vTiger has a flexibility of creating custom picklist, text, currency… fields, however is lacking an option to create custom lookup/related to/relationship fields. We’ve created a detailed guide to walk you through creating a custom Contact or Organization relationship field. Note, it will require some knowledge of MySQL database and how to connect to it, but other than that – the steps are fairly simple. Creating a Custom Field Open Field Editor. (CRM Settings > Modules > Select the Module > Edit Fields) Create new Custom Field. Select field type as Integer as it will be storing record id. Length can be set to 10(or more if you are planning to have 10M+ records). Connecting to the vTiger Database via phpMyAdmin Easiest way to connect to vTiger Database is via phpMyAdmin. Once connected, open the table vtiger_field and find the new field just you created. The quickest way to find the

vTiger Quote/Invoice Product Price Markup

June 30, 2014
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vTiger Quote/Invoice Product Price Markup will allow you to easily mark up the prices for all or individual products/services on the Quote or an Invoice. The Markup is calculated based on the Unit Price. Net Total, Tax & Grand Totals are updated based on the price markup. vTiger Quote/Invoice Product Price Markup is transferred to the Quote, Invoice & Sales Order. Demo can be found at: http://demo.VTExperts.com/markup/index.php Username: demo Password: demo Have questions or interested in this extension? Or have something in mind? Please contact us for more information!

vTiger Document Preview(Thumbnail)

June 5, 2014
vTiger Document Preview
Article
A quick an easy way to preview already uploaded documents to vTiger. You will no longer need to download the document and open it – within a single click you can preview vTiger document. The vTiger Document Preview is available while selecting vTiger document as well as on all the related lists & the document listview. This feature will allow you to preview Excel(xls, xlxs), Word (doc, docx), Adobe (PDF), Images(.png, jpg, gif, etc…) & many more. In addition, it allows you page through the document and zoom in & out. Demo can be found at: http://demo.VTExperts.com/documentpreview/index.php Username: demo Password: demo Looking for something similar or better yet identical functionality? Please contact for more information.

vTiger Ticket Listview Tooltip(Ticket Preview)

June 4, 2014
vTiger Ticket Listview Tooltip
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The enhancement we developed will allow you to easily see the vTiger Ticket Description or any other field or information(solutions/comments) that are added to the ticket. Without making a single click you will be able to see all of that information on the vTiger Ticket Listview. The vTiger Listview Tooltip(Preview) can be customized to show any data that’s related to the Ticket. Demo can be found at: http://demo.VTExperts.com/tooltip/index.php Username: demo Password: demo Please contact us for more information regarding the vTiger Listview Tooltip.

vTiger Scheduled Reports – Filter Not Applied

June 2, 2014
vTiger Scheduled Reports
Article
There’s a known bug in the vTiger 5.4 version which causes the vTiger Report filter not to be applied when the scheduled/automated report goes out. The fix is very simple assuming you have the skills to connect to the vTiger server and modify the file. We strongly recommend backing up the files/database before you do ANY change, as simple as the change might be – thing can go wrong, due to the change you did or something that was done unintentionally. Here’s what you need to do in order to fix vTiger Scheduled Reports Filters: Backup your vTiger Files & Database Connect to your vTiger File Server Open the file: /modules/Reports/ScheduledReports.php Go to Line 154 Find the string “$pdf = $oReportRun->getReportPDF();” and change it to “$pdf = $oReportRun->getReportPDF(NULL);” Go to Line 161 Find the string “$oReportRun->writeReportToExcelFile($filePath);” and change it to: “$oReportRun->writeReportToExcelFile($filePath, NULL);” Save the file & test the vTiger Scheduled

vTiger 6.1 Demo

May 26, 2014
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vTiger team has been working really hard to keep up with the demand of open source version of vTiger. As the release date of vTiger 6.1 is getting closer(targeting the end of June) most of the functionality is already available in the TRUNK for public to testing. vTiger 6.1 includes 70+ bug fixes and enhancements. List of bugs fixed in vTiger 6.1 Demo can be found at their official announcement page. Few things you will notice in vTiger 6.1 Demo that vTiger 6.0 does not have is: Enhanced Listview Search – vTiger has really stepped up it’s game and improved the search capabilities significantly. PBX Manager – A long waited add-on which was not part of the 6.0 release is now available on vTiger 6.1 More color Themes – Individual users can now select their theme using the icon on the menu bar. Redesigned interface – vTiger 6.0 had a completely