As business expands, amount of information in CRM increases. Although, the databases are computerized, it doesn’t mean they don’t require orderly setup. For instance, if proper channels are not followed, there might be overlapping or duplication of submitted information for number of reasons.

vTiger presents several extensions that will aid you in data management and keep the information and looks neat and well-ordered. Even one of the useful extensions is free to download and install.

vTiger Duplicate Check & Merge

The first tool for neat and tidy database from our selection is the vTiger Duplicate Check & Merge. The aim of the Duplicate Check & Merge is to auto-detect and deal with any of the duplicate records in the database, plus to avoid the addition of any potential identical entries to the system. The extension set up a check point at every possible spot counting Quick Create, Summary View, Detail View, Create and Edit Views. The dominant aspect is that this vTiger extension is compatible with all Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a ‘duplicate check fields‘.

With the help of Flexible Configuration Panel, now the users can define any field as a duplicate check field. All multiple forms of duplicate like “Real Time (As you type)”, “Real Time (Opening the Record)”, and “Passive/Manual (Clicking on the Icon)” are closely observed. Moreover, the potential duplicates can be merged by the data entry staff after being given the option to do so. Also, the “Cross Check” modules are also supported. For example, the probable double entries are detected in “Email” field’s Contacts and Leads.

To check out product videos, live demo, screenshots, and pricing, visit the product page of vTiger Duplicate Check & Merge extension.

vTiger Duplicate Check & Merge Features Some Finest Hallmarks:

• Real Time (As you type) potential Duplicate Record Check
• Real Time (As you type) duplicate prevention on Summary View
• Systematic auto-duplicate check once a record is viewed
• Manual detection run for double entries from the detail view of any field
• Capability to check and configure any Standard or Custom field for same double submissions
• Supports full Edit and Create views
• Checkup for the Quick Create submissions
• Displays the duplications in a user-friendly popup block
• Potential dual records can be opened from the record view of vTiger CRM
• Ability to Cross Check the duplicates among modules (e.g. Contact.Phone > Lead.Phone)
• Duplicate notifications on the Summary view
• All Standard & Custom vTiger Modules are supported
• Merge duplicates on the fly, the notification of possible duplication will be given while populating the details of a new record. If found suitable, the staff members can update the existing record with then current one
• Manage every and any field & module with the help of Flexible Configuration Panel
• Extension customization is available upon request.
• Available in vTiger Marketplace

Capitalize vTiger Fields

The simplest yet powerful; Capitalize Fields is the vTiger’s useful extension to configure the formatting of letters as you populate them into the fields. While filling up data into the fields, capitalize the first letter of the word or entire word it’s your choice. The extension is compatible with Standard & Custom modules and fields.

The strong suit of vTiger Capitalize Fields is the easiness of its use. Plus it’s absolutely free.

The details of how to configure the extension, with all of the necessary videos, screenshots, demo, and download link can be found here Capitalize vTiger Fields.

Power Log:

• Program the extension to capitalize fields as the data is entered
• Configure Capitalize vTiger Fields to cap the first letter of the fields
• Compatible with Standard & Custom Fields
• vTiger Standard & Custom Modules supported
• Compatible with Module Manager
• Extension customization is available upon request.
• Available on vTiger Marketplace

vTiger Masked Field Input

There are certain fields that require specific format. E.g. phone number. Often the format of a phone number is different as “(818) 495-5557. But it is not typed like this by most if not all of the users. That’s just one example. vTiger Masked Field Input can preformat any field as per your requirement or depending upon the nature of the field. The sole purpose of the extension is to minimize the chance of false entries, and keep the database nice and shiny.

You can either configure as much fields as you like in the Configuration Panel, or develop and design your own custom Masked Field Inputs for serial numbers, dates, phone numbers, product numbers and what not. So look around if there are un-formatted fields in your vTiger CRM. vTiger Masked Field Input will be always at your service.

For live demo, videos, screenshots, and purchase link, visit the market page for vTiger Masked Field Input.

Prominent Features:

• Spontaneously re-formats Phone Numbers to your specified design
• Can be programmed to instant reformat existing Masked Input Fields
• Operates with Full Create View, Quick Create & Summary Views
• vTiger Standard & Custom Modules are supported
• Ability to design and deploy Custom Masked field Inputs
• Phone/Date formats are pre-configured that are frequently used
• Can work together with Module Manager
• Extension customization is available upon request
• Available on vTiger Marketplace