VTiger Blog – News, Common Errors & Helpful Tips

VTiger Providing SMS Marketing

April 21, 2021
SMS is a major source of communication all around the globe. It is one of the oldest and most frequently used texting technology. Marketers use SMS to reach their potential clients.  It is common practice of people to avoid marketing emails by setting up filters. Here comes SMS in play and bypass filters. The reason behind using the SMS is to conduct close range marketing practices. They are used to let your customers know about the instant offers with-in a vicinity. Vtiger is providing SMS feature for marketing anf other communication purposes. Another major advantage that SMS is that, with-in three minutes of delivery 90% of the texts are read. This shows how good of a marketing medium SMS is for the marketers. That is why, VTiger is providing an excellent tool for SMS marketing Following are some of the benefits of using SMS in marketing practices. Text messages possess

VTiger Providing Telephony Solutions

April 15, 2021
Telephony is not a very new technology, in-fact it exists for more then a century now. It existed in pre-internet era and back then used to connect to the internet. In todays digital business environment, good communication process is the key to success. CRM offers a wide range of communication tools, ranging from PBX to instant chat to improve communication. VTiger providing telephony solutions, that can be used by aany business (wheather it is a small or a large business) Consider an IT solution provider, they have sales team and a support team. Both of them need a good telephony solution to make calls. For example the sales team need to make cold calls, follow up calls, sales calls etc. On the other hand support team will be asked about various support queries through calls. Telephony integrations is a perfect solution for such businesses. Some small sized firms consider telephony

Use of Conditional Layout in Vtiger

April 15, 2021
feature image
All of us have came across scenarios, where a VTiger CRM record is bombarded with a number of different fields. In such situations some of the fields are necessary and some of them are only to be filled if a specific condition is met. For example, in below provided screenshot, all the fields related to the signal will only be filled, if signals enabled is set to “yes”. It would be far much better if all the fields like Signal Reach, Signal screen, Signal Strength are kept hidden and only made visible to the user once the choose “yes” option for the Signals enabled. In this article, we will discsus a great tool for Vtiger named as Conditional layout extension developed by VTExperts. There are countless examples in which businesses have various field for a record, but in most cases not even half of them are being used. Such scenarios

Measure Client’s Satisfaction with VTiger

April 3, 2021
Vtiger feedback feature image
It is not wrong to say that a satisfied customer is the biggest asset for a business. Customer satisfaction can act as a make or break for a business. Managing satisfaction is a complicated task. Measuring customer loyalty helps businesses to provide better solutions to their valued customers. It is observed that firms with high customer satisfaction gets more business. Many goods just failed because of poor customer satisfaction, because if you do not care for customer’s satisfaction in return they will not care for your products and goods. In the world of CRM systems,  it is very easy to measure Client’s Satisfaction with VTiger. Advantages of getting Feedback Following are some of the main advantages that customer satisfaction yields for a business Selling to a satisfied is alot easier as compare to the new customer or customer who has a bad experience with your company. A satisfied customer generates

Integrate MS-ADFS with Vtiger CRM

March 26, 2021
feature image of MS ADFS integration into crm
VTExperts believes and always focuses on providing better solutions to the VTiger CRM community. That is why we offer a range of different VTiger integrations like QuickBooks, google drive, HubSpot, authorize.net etc. We always keep on bringing new integration for our valued clients and this time it is Microsoft ADFS. Integrate MS ADFS with Vtiger CRM and log into multiple compatible device Before taking a look at MS ADFS integration with Vtiger CRM, let’s understand what is SSO (Single Sign-On). Also we will be looking at MS ADFS (Active Directory Federation Service)   What is SSO? SSO (Single Sign-On) is used to login into multiple apps using a single user name and password. It streamlines the overall process of log into different apps and also saves users from remembering multiple passwords. It works on the principle of identity provider, using it websites skips the user to prove their identity by

Inventory Management in Vtiger CRM

March 23, 2021
Inventory management in CRM
Inventory is a major component of product based businesses. Mismanagement of inventory can cause huge losses both in term of reputation and monetary value. There are numerous instances when business loss huge sum of money because of inventory mismanagement. Inventory management is one of the biggest challenges faced by the expanding businesses. For example, a local sports goods business expanded and opened a new branch in another city. Now they have inventory stored in multiple locations which is being sold in two different cities. So, with the expansion, managing inventory also became complex and if not handled properly can cause serious troubles. VTiger CRM provides comprehensive inventory management tools, in the shape of its inventory add on. Following are some of the disadvantages of poor inventory management Overstocking/Understocking: Poor inventory management causes overstocking. If you do not know how much quantity of a product should be ordered, it is very

Forecasting made easy using VTiger CRM

March 18, 2021
Forecasting Sales with VTExperts
Forecasting is core practice, that is carried out by every business in order to survive and excel in current competitiveness of business world. Firms gain competitive edge based on more informed decisions. In order to carry out the activity of forecasting past data is used and analyzed to predict how will future trends shape up. A good forecast improves every step of a business, ranging from planning of a project to the reconciling the revenue. In the CRM world, Vtiger made forecasting easy by providing a-lot of different tools Here are some of the advantages of forecasting It is seen, that businesses practicing forecasting make far more improved financial and managerial decisions as compare to the businesses who refrain to practice forecasting. Process of forecasting requires input from all the departments of a business, hence results in creating a sense of participation among the staff members and different departments of a organization

VTiger and Collaboration in Digital World

March 15, 2021
VTexperts empowering collaboration in VTiger
Collaboration is one of the deciding factor weather an organization will perform as a team or not, It is an integral part of successful organizational culture. In organizations different tools and exercises are carried out in order to improve the collaboration among the individuals. Therefore, organizations that use collaborating tools more effectively gain a competitive advantage on others. Similarly, digital business environment as well, collaboration is a must have skill in the digital world. CRM systems like VTiger  are providing a list of tools to improve collaboration in digital world Following are some of the advantages of good collaboration in digital world Better problem solving, with improved collaboration individuals can more freely help each other by sharing their ideas and view and it results in better problem solving for all of them Faster and better learning experience. when people collaborate with each other they learn more and the quality of

Schedule your Meetings using VTiger Appointments

March 3, 2021
Vtiger meetings
Meetings are an integral part of daily business interactions in the form of business meetings, job interviews, medical check-ups and even for a casual meet up. That is why an appointment scheduler is becoming a critical part of our business and personal life. Appointment scheduler helps organizations to be more productive, organized and punctual. On top of that it makes sure that you have good enough time to prepare for your upcoming appointments by alerting beforehand. Schedule Meetings using VTiger, as its appointment tools is one of the best meeting scheduler feature provided by any CRM system. Appointment scheduling is one of the most recursive task , that you sales and support agents have to face on daily basis and sometimes create a-lot of hassle for the staff members. A sales agent have to schedule a meeting with a promising lead,  so he checks at what time he is available and

How to Set workflow upon record deletion (Customization)

December 16, 2020
A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion   Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is

Guide to Upgrade from VTiger 7.1 to 7.2

July 15, 2020
Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions.  Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2.   Note:  You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by

Vtiger 7.2 has been released

May 28, 2020
There is a great news for VTiger CRM Users, as VTiger recently announced the GA release of Vtiger CRM 7.2.0. According to the official announcement, this new release primarily caters the performance and security issues. VTiger CRM  7.2.0 uses improved and effective mechanism to stop SQL injections, moreover significant improvements are made in file security aspect as well. Some of the main areas of emphasis of Vtiger CRM 7.2.0 are as follows

Guide to upgrade from VTiger 7.0.1 to 7.1

March 8, 2019
Step by Step Guide to Upgrade from VTiger 7.0.1 to 7.1 To migrate from your VTiger CRM 7.0.1 to 7.1, we are providing you with a step by step guide. By following this guide you can easily migrate your database to VTiger CRM 7.1. For upgrading it you need the patch files from the official VTiger website. Then copy the patch files in the required directory and finally run the migration wizard. Even with all the precautions there are a number of things that can go wrong during the migration, so we advise that you make backup of your data before starting the migration. Before starting the process of migration make sure you understand the whole process and its technical difficulties. Moreover, do not put your database at risk and do not rush. If you have any doubts about the migration, let us do the job for you. Our expert

Picklists & Text Fields Explained In Advanced Comments Extension For VTiger 7

March 2, 2019
vtiger advanced comments summary view
Advanced Comments for VTiger by VTExperts is an extension that modifies the standard feature of Comments in VTiger to manifolds. VTExperts’ Advanced Comments extension for VTiger changes standard VTiger comments and adds several new features. Those enhancements completely change the way to comment in VTiger. It adds several modern enhancements to existing comments functionality. In addition to two picklist fields that you can create for comments (used for categorization), several distinguish features have been added to the extension so far. Rich text formatting, reply via email to a comment, making comments internal by default are just some of those. It allows to tag users using @mention feature in comments. The tagged users receive notifications via email. The extension also comes with the ability to add two picklists and one text field. Let’s see how does these fields work: Picklist Fields There are two picklists available in the settings of Advanced

Group & Sort Related Records By Fields In VTExperts Document Designer For VTiger

February 7, 2019
document designer vtiger vtexperts group related records by fields outcome
Document Designer PDF maker and Electronic Signature for VTiger has this feature to add a table from related modules. The purpose to add a related module table is to show related records to this specific record. There are options like which fields to show, filter the records, theme, and size it properly. Group Related Records By Fields We have added another option to group related records by given fields. If you go to a document in Document Designer > Data Objects > add a Related Module table, you will see the “Group by” field. This is a multi-select field, so you can add as many fields as required in order to group the related records by those fields. This is how the outcome will look like depending upon the selected fields: There’s another option in the same settings block, which is “Sort Field”. This is a picklist, so you can

Create Copies/Revisions Of Quotes, Invoices And Other Records In VTiger 7

January 31, 2019
We often find ourselves versus this requirement by our customers; “Is it possible to make several copies of an invoice?”. And we got tired of answering “No” and came up with a solution. Revisions/Copies of VTiger Records VTExperts’ development team created this customization for VTiger 7 and VTiger 6, that allows to create revisions of any record WITHOUT disturbing the actual record numbering. Most of our customers asked for revising Quotes and Invoices – so we will make those the focused modules for the writing sake. What Does it Do? With this customization implemented, VTiger users can create as many copies of any standard or custom module’s records as needed. For example, if you clone/duplicate an invoice or a quote, it will only create a revision and not disturb the ongoing numbering for quotes, invoices etc. How Does it Do? Here’s how we designed it. Note that this is not

Enhanced Duplicate Finder In VTiger 7

January 30, 2019
There’s a very basic feature in VTiger 7 to help locate and merge duplicate records. It allows to search in a module for specific fields. Say, you want to find all the duplicate records on the basis of Primary Email, you can do that. This can be done by: Clicking “More” button in any module’s list view Click “Find Duplicates” Simply select fields in “Match Fields” field. It will search duplicates depending upon the selected fields and show all records. In our example, if you select “Primary Email” field in “Match Fields”, it will give all the records from current module with duplicate emails. This is the available functionality for standard duplicate finder. Enhanced Duplicate Finder We customized this feature and took it several steps further. This is how we customized it for one of our client: Advanced Duplicate Check and Merge extension for VTiger Exact Match Fields: These are

Calculate Profit In VTiger

January 21, 2019
calculate gross profit in vtiger
In standard VTiger 7 and VTiger 6, there are no tools to calculate profits on individual Quotes, Invoices, Sales Orders, and Purchase Orders. Calculating a profit can be as simple as deducting cost from total of each product as well as whole invoice or may go complex if added taxes, adjustments, shipments, additional services etc. Anyways, this is a big issue for every level organization.   Using Item Details Customizer Advanced for VTiger 7, or Profit Calculator for VTiger 6, you can calculate profits per sale, product, day, and more. This is done by utilizing the “Cost” field on products and services in VTiger. You can adjust costs, apply discounts, and calculate potential profit. The profit is stored in VTiger field and therefore reportable. Calculate Profit Let’s see how can we configure Profit Calculation in VTiger 7 using Item Details Customizer Advanced. Open Menu > Settings > CRM Settings >

Google Maps in VTiger: Service now loads only when it is called

January 18, 2019
Our extension, Google Maps & Route Integration, helps VTiger users to reach the leads/ clients more efficiently by showing them as colored pins on the Google Maps. It enables users to choose the Map Center which can be anything from Company Address to User or Zip code. It can draw routes automatically or manually and according to four different types I.e Walk, cycling, Transit and Drive. These can also be printed as ‘directions’ using smart devices. This extension allows users to schedule their route as well as print it in the form of a map. This feature is very much identical to Google Maps. It also supports multiple addresses when used with Google Address Lookup extension. New Feature We have tweaked it a little bit so that the service now loads only when it is called. This keeps the system robust and efficient. You can go to any module for which this extension is enabled. On the Top left, there is “More’ button. The Google Maps will

Remove Quick Create For Individual Standard & Custom Modules In VTiger

January 16, 2019
remove quick create for standard and custom modules
Currently, in VTiger, when you open any module and try to add a related module, it opens a quick create popup, instead of going to the full form. Some of the companies/users do not prefer that outcome and want to move to full form straight. We’ve been asked this question several times and therefore tried to give a quick solution as follow:   Question: How to remove Quick Create feature for any module? The aim is to remove a specific module from the Quick Create list as well as when adding as a new related record to another module. Answer:  Go to add this: modules/YOUR_MODULE/models/Module.php   Question: How to remove Quick Create feature for a CUSTOM module? The aim is to remove a specific custom module from the Quick Create list as well as when adding as a new related record to another module. Answer: Add following function to your custom_module/Models/Module.php Questions?

Recently Modified & Recently Viewed Widget For VTiger 7 (like VTiger 6)

January 15, 2019
recently viewed recently modified in vtiger 7
In VTiger 6, there was this useful widget to see recently modified records in VTiger. It appeared once you open a module > record. The list was capable to display 10 recent most edited records max. That means, if you modified a record, moved several records ahead and suddenly realized you needed to update another thing in the first record – you can easily get to it from that widget. This widget was useful, but cut off in the VTiger 7 upgrade. Moreover, there was no alternate provided. That’s why we built this customization that does exactly the same and more. We created two widgets as VTiger 6’s functionality: Recently Modified: This widget shows the recently modified records from the same module. Recently Viewed: This widget displays the recently viewed records. This is a bit more complicated to implement and new feature. VTiger 6 only had the option to view

Round Robin Assignment Extension For VTiger by VTExperts – New Release

January 10, 2019
vtexperts round robin extension for vtiger
There are two ways in VTiger to assign users to Tickets, Leads, Opportunities etc. One would be to assign a user manually to a record. The other is to automated the assigning of records on the basis of conditions configured in the settings area. The second method is possible using our new extension Round Robin Assignment for VTiger. Round Robin Assignment The VTExperts Round Robin Extension automatically assign users to tickets, leads (or any other module). Round Robin Policy configuration consists of a trigger field e.g. “Ticket Status”, value (Unassigned Value) that will identify any unassigned tickets e.g Status is “NEW” and value (Assigned Value) that will be used to update ticket when it’s assigned e.g Status is “Open”. You can set the automation to run for only online users or do not distinguish at all. The configuration panel lets you setup the conditions. You can select module, status field

Filter Records By Status In Email Marketing Campaign Extension For VTiger

January 3, 2019
filter users in email marketing campaign extension for vtiger by email status
You would know about a lot of email marketing tools that can run marketing campaigns, and include professional email builders. Some advanced tools are MailChimp, Hubspot, GetResponse etc. that most of VTiger users idealize for their use. They often look for MailChimp integration with VTiger for marketing and campaigns. But the integration comes costly. VTExperts Email Marketing Campaign Extension For VTiger We came up with our own Email Marketing extension for VTiger which does not require any integration. The extension is capable of running professional and attractive campaigns. It offers step by step wizard to design campaigns. The extension allows sending emails from Multiple Outgoing Servers. It also includes the #1 open source email designer Mosaico. The extension has quite a lot of features – you can study them in detail on the extension page. I’m writing this article to explain a rather prominent attribute i.e. sorting the contacts/leads/organizations by

Smart Preview & Character Limit In Advanced Comments For VTiger

January 2, 2019
vtiger advanced comment smart preview
Advanced Comments extension for VTiger converts regular VTiger comments to featured comments. It adds several vivid enhancements to existing comments functionality. In addition to two picklist fields that you can create for comments (used for categorization), several distinguish features have been added to the extension so far. Rich text formatting, reply via email to a comment, making comments internal by default are just some of those. The extension also supports tagging users in comments using standard @mention. The tagged user gets a notification via email about the comment.