vTiger 6.0
vTiger 6.0
Enhance Vtiger’s productivity with VTExperts
April 17, 2023
Article
Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to
VTExpert’s advanced automation tools.
January 16, 2023
Article
CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced
Why Businesses are Adapting CRM
June 18, 2021
Article
The usability and benefits of a CRM system cannot be denied. It helps the growing organizations to manage their resources and time more accurately, that is why more and more firms are adopting CRM systems. Now, people are more aware of the wonders that technology can do. This sets the ground to adapt CRM systems, as it is a beneficial decision regardless of the type of business. In this article we will look at why businesses are adapting CRM and what makes the VTiger CRM system a solution that you need. The very first question that arises in the mind of the users is “how adapting a CRM system is beneficial for them?” In answer to this question, following are some reasons that will help you to understand the need of a CRM system Centralized data hub: Using the CRM, users can keep their data at one place. That makes
Autofill Supports Related Blocks
May 20, 2021
Article
While creating a new record through VTExperts related list and blocks extension, do the fields fetch data thourgh autofill extension? Yes, now Related blocks and lists is supported by the autofill feature. Autofill supports Related Blocks, this means whenever a user adds a record throught the realted blocks and the autofill is configured on the field of the fetched records, Autofill extension will fetch the data and fill it into the fields of the new record. Related Block : Extension for VTiger enabling a display of related records on the Detail, Create, and Edit Views. Intuitive configuration panel allows system administrators to configure which modules (Related Lists) will be displayed on the Detail/Edit Views. Field Autofill : Field Autofill for VTiger is yet another amazing productivity tool. It saves time by autofilling the data into the CRM. Previously, field autofill do not fill in the data when a record is
Filters are added in Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger
July 16, 2018
Article
In VTiger, if you are trying to find out more details about a contact/organization/lead, you would have to click through all the related lists and review any tickets/opportunities one by one. However, with the Complete Record Timeline/Summary (Communication + Updates) Extension for VTiger, you will be able to see all of it in a single glance. What it does is that it enables the user to see any communication (emails, calls, comments) as well as updates for a selected record. It rolls up the information from 3 relationship level deeps, meaning if you are viewing organization timeline, you will see any information related to organization (emails, updates, comments) as well as any information related to organizations’ tickets/opportunities (or other related modules). We have added filters in this extension so you can see the updates of a selected module separately from the main timeline. For example, when user clicks any
Set Sales Forecast Targets In VTiger 7
May 29, 2018
Article
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. It also includes ability to specify Targets for each Team/User, and configure periods How to Set Sales Forecast Targets Go to the Menu >> Settings >> CRM Settings >> Extension Pack >> VTE Forecast. and click on the “Forecast Settings” button. Click on the “Targets” tab. Here you can Specify Targets for your Team, Organization or the Individual Member. You can do that by the Time Or Date period that you have set up. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Schedule Reports To Non VTiger Users By Adding Email Addresses In VTiger 7
May 24, 2018
Article
As most of you are already familiar with the Advanced Reports Extension for VTiger 6 and VTiger 7 , this is the module that more than 85% of our clients use. We make sure we are regularly upgrading our extensions to meet your requirements. Using VTE Reports extension for VTiger, you can configure and send the scheduled reports regularly to any email address, even if he/she is not a user in your VTiger CRM. How to Send Scheduled Reports to Non VTiger Users To do so, in the edit mode of a report, you need to go to scheduling section of reports. This is the one where you can configure frequency of the outgoing reports as well as time and recipients. At the bottom, you will find the “Additionals” field. In the “Additionals” field, you can add as many email addresses as you want (separated by commas). Once configured, those
Upgrade Guide: VTiger 6.2 To VTiger 6.3
June 23, 2016
Article
This guide will walk you step by step through the procedure of migration of VTiger 6.2 to VTiger 6.3. As the process is known to be pretty technical and quite complicated, you might want to get an expert for the procedure. We, here at VTExperts, provide all VTiger related services including Upgrading CRM from any to any version. But considering that you may feel to give a go at it by yourself, we are glad to explain the procedure in thorough details here. The following step-by-step guide is applicable only for the Upgrade from VTiger 6.2 to VTiger 6.3. Create a Backup of VTiger Database It’s very important for the obvious reasons; you’d not lose your important data in case things go south. Acquire the Patch File for VTiger 6.3 Upgrade Now you’ll need the Patch that contains the necessary files. You can download the patch from VTiger’s official page or here’s
Coalesce Gmail, Outlook, And Office 365 With Vtiger Using Corrensa
April 12, 2016
Article
There are a number of ways to customize emails. Many tools let you login with your credentials and bring the sent, received, draft, and trash sections into the software. And there are systems that let you manage your email services in productive manners. Vtiger itself is packed with features that take your business to another level. Making new contacts and leads, creating cases, predict new opportunities, keeping contacts histories and lot more can be accomplished just upon the arrival of an email. But there can be a number of reasons to avail all these facilities through your own favorite email client. What if I told you that you could enjoy all of the Vtiger’s features right from your Gmail, Outlook, or Office 365 interface? Yes it is possible, and the solution’s name is Corrensa. Corrensa is an extension/plugin for your Gmail, Outlook, and Office 365, that gives you the capability
vTiger Office365 SMTP Outgoing Email Server Configuration
November 28, 2014
Article
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
Upgrade Guide: VTiger 6.0 to VTiger 6.1
October 18, 2014
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 Customer Portal Troubleshooting & Errors
July 11, 2014
Article
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
Article
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
Article
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
Article
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
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
Article
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 6.1 Demo
May 26, 2014
Article
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
vTiger Event Preview on the Calendar
May 24, 2014
Article
A simple and yet powerful enhancement developed for vTiger Calendar allowing the user to see the vTiger Event information/description without doing a single click. It’s a huge time saver for everyone who uses vTiger Calendar a lot and need to be able to quickly see the preview/summary of the vTiger event. To make it even more convenient – we added it to Monthly, Weekly and Daily Calendar Views. The Demo can be found at: http://demo.VTExperts.com/calendareventpreview/index.php Username: demo Password: demo Have something in mind? Please contact us and we’ll help you make your idea a reality.
vTiger Company Ajax Field Look up for Leads
May 24, 2014
Article
We’ve converted a vTiger Lead Company field into an ajax look up field for the Organizations to allow users to easily pick the Company for the lead new in case it already exists, preventing misspellings and maintaining data integrating on the system. Simple and yet powerful vTiger enhancement will keep your database clean and reduce clutter and duplicates upon converting vTiger leads into Organizations & Contacts. The Demo can be found at: http://demo.VTExperts.com/leadcompany/index.php Username: demo Password: demo Need a similar solution? Please contact us and we’ll work with you to find the best solution that fits your business needs.
vTigerCRM 6 RC Is Now Available!
December 19, 2013
Article
vTiger CRM 6 RC Has finally arrived! vTiger CRM 6 is a complete overhaul of the previous versions. vTiger CRM 6 has more modern and elegant look, a lot of improved functionality such as ability to add & link records on the fly, be able to see the records in a summary view, a more efficient way of seeing updates & linked activities as well as improved field & related list manager and many more.. The Installation of vTiger CRM 6 RC is a straight forward operation. Before you start the vTiger CRM 6 RC Installation – make sure you server is compatible with it. Make sure that your server has: Apache 2.1+ MySQL 5.1+ PHP 5.2+, 5.3 php-imap php-curl php-xml max_memory (min. 256MB) max_execution_time (min. 60 seconds) Once confirmed – move on to the vTiger CRM 6 RC Installation. 1. Download vTiger CRM 6 RC from one of the links
VTiger CRM 5.4 to vTiger CRM 6.0 Upgrade/Migration Tool
December 9, 2013
Article
Long waited vTiger CRM 5.40 Upgrade/Migration Tool to vTiger CRM 6.0 has been released. Since there’s no stable or RC version of vTiger CRM 6.0 – this migration/upgrade tool only works with the beta version. According to vTiger CRM developers, this should not be used for production and is only for testing purposes, however if you want to move quickly and can not wait for RC/Stable version – you should be able to upgrade your vTiger CRM 5.40 to vTiger CRM 6.0. We’ve done few migrations already and it seems to be working as expected. The migration/upgrade process is quick and easy to perform, however if you don’t feel comfortable doing it – feel free to contact us and we’ll help you out. First and the most important step is – backups.You have to take a backup of you existing vTiger CRM database and the file structure. The way the
Automatic Call Logging – vTiger CRM Android App!
October 29, 2013
Article
vTigerCRM has just released an update for it’s Android App. The vTiger CRM Android App Update includes: Mobile Call Logging Whenever you get an Incoming or do an Outgoing call – the contacts from your vTigerCRM are matched against the number you are dialing/receiving and automatically records the call and places it in Contact’s Activities tab. It’s really helpful to keep track of calls made and receive – you have no longer to do that manually. Offline Record Editing If you find yourself in an area where there’s no service or you are out of your wifi zone – you will still be able to view update your vTigerCRM records. Once you get back online – the changes will sync to vTigerCRM. Miscellaneous bugs Few minor bugs and enhancements have also been included in the new release. The app can be downloaded at official vTiger CRM store.
How to Create a Custom Module In vTigerCRM 6?
September 25, 2013
Article
vTiger 6 came out with a very useful and easy to use tool to create custom modules. Unfortunately, the tool is not part of the user interface, however with a very little knowledge of unix and ability to navigate using SSH connection – you will be able to create a vTiger custom module within few seconds. Firs thing you need to do is find out how to connect to your server via SSH. For those how are using shared hosting, it is not always an option, so you should check with your hosting provider if this option is available. Assuming you have access and know how to connect, go ahead connect to the server and navigate to your vTiger directory. The tool is located at /yourvtigercrm6/vtlib/tools/ folder, go ahead and navigate to that folder, assuming you are in your vTiger6 folder, you would just do cd vtlib/tools/ There is a file
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