vTiger 6.x
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 6 Customization: Add new Picklist Values while Creating a record (Without Going to Settings)
September 12, 2017
Article
Support for VTigers multiple fields types such as text, currency, picklist, multi-select, date and many more. These fields have to be created in administration panel, which we would expect to, however picklist/dropdown and multi-select fields also require administrator privileges to add selections. We came up with a solution, where you no longer need to go into “Picklist Editor” (which requires admin access) to create picklist/dropdown options, but instead – it can be done as you are editing or creating record in VTiger. We added a “Add New” as one of the picklist values and once selected, it will prompt the user to enter new value, which will be saved as a picklist option and will be available for everyone to be used going forward. 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.
Multi Contact/Organization Relationship Field (stores multiple records)
September 5, 2017
Article
Standard Support for VTigers custom relationship fields for contacts, organizations and all the other modules. The standard functionality only allows to include ONE record in the field, meaning if you have a “Contacts” lookup field – you can only select one contact. We designed new custom UITYPES (field types) to address this issue. Using our new field types – you can now select multiple contacts or organizations into one relationship field. It is very convenient to add additional people (contacts or organization) that are potentially related to the record e.g project, opportunity, ticket and so on. 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.
Advanced ‘Horizontal Calendar’ View In VTiger
June 11, 2017
Article
VTiger standard calendar only supports a ‘vertical’ layout of the calendar. Meaning that you can have your day, week, and month views. However, those views are displayed as columns where all the events for all the users (if using shared calendar feature) are crammed into one spot. Such setup makes it very difficult to maintain calendars for multiple people, or even see a who has what scheduled. Imagine, if you had 10 people on your team and you need to look at standard calendar – you wouldn’t be able to tell who has what booked. We enhanced standard VTiger calendar by adding a ‘horizontal’ view, which is a must-have for organizations that rely on calendar and scheduling. It was designed to show all the users/groups as rows, while the days/hours/weeks remain as columns. This allows users to see events assigned to each user without them overlapping onto other users/hours. In
Step by Step Guide to Upgrade to VTiger 7.0
May 21, 2017
Article
VTiger 7 upgrade path is very similar to earlier versions. You will need to download the patch, extract it, backup your files/db and run the VTiger 7 migration wizard. This article provides step by step instructions to upgrade to VTiger 7.0. VTiger 7 has a completely redesigned user interface and a lot of new features. If you haven’t had a chance to test drive vtiger 7 – you can play around with our demo. VTiger 7 Open Source Demo Link If you are a ‘do it yourself’ type of person and have enough knowledge about VTiger and its’ upgrade process – you should be able to do it yourself. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading VTiger to the latest version. #1: Creating Backup of
VTiger on Steroids
January 24, 2017
Article
If you are reading this article, chances are – you are a heavy VTiger user. As you probably know, there is no perfect CRM solution that can do everything your business needs, however VTiger can likely do 80% of the things that your business needs and to fulfill the rest – the best way is to add extensions or plugins. We’ve put together a list of most commonly used VTiger Extensions. It includes some of our favorites such as smart search, real time duplicate check, enhanced views and many more that really make VTiger more intuitive and user friendly CRM. 1. Chat With Your Team Emails are great, but they tend to get lost or buried in the inbox, so we came up with a chat plugin for VTiger. It allows you to create channels, private & group chats. It’s very easy to use – slides out/in without closing your
VTiger 7 Alpha Released. New Layout, Functionality & More!
December 8, 2016
Article
VTiger 7 Alpha is now available! VTiger has just pushed the code for VTiger 7 open source to their git repository. From what we know, this development is in early stage and should NOT be used for production. This is a developers release and has not yet been published on vtiger.com. To download and install VTiger 7 open source – you will need to be familiar with cpanel/ssh. The files are available below: GIT Repo for VTiger 7: http://code.vtiger.com/vtiger/vtigercrm/tree/7.0.0 Download the zip, extract and install it on your server. Please note, this is NOT production version. VTiger 7 Highlights We don’t have an official feature list, but from what we’ve seen it’s going to be similar to the below: PHP 7 compatibility New and improved Layout (Responsive?) Redesigned Field Editor Round Robin More intuitive workflow interface Colored picklist values Redesigned & configurable Menu Editor Opportunity to Project
Filter VTiger Records by Last Date Contacted
November 2, 2016
Article
VTiger has a very sophisticated record activity/history log. On the contact, lead or organization you can see associated comments, activities(calls, meetings, todos), tasks, emails and updates. Each history log is associated with the date, however that date can not be filtered by. Say, if you need to find all the leads which had no email or comment activity within the last 30 days – currently, VTiger does not allow you to filter by activity history dates. We created a workflow that updates record “Last Date Contacted” with the date the last email was/activity or comment added. To take it step further, we also created fields to track individual activity type: Last Email Sent Date Last Email Opened Date (part of email tracking extension) Last Activity Date Last Comment Date Those fields are automatically and are available in filters and reports. That’s just one of the VTiger customizations we’ve done –
Customized VTiger Product Select/Search Popup
October 28, 2016
Article
If you are a heavy VTiger user – you are likely familiar with quotes, invoices sales & purchase orders. Within each transaction you can add/select products & services. The current VTiger functionality allows users to select either product or a service and execute a simple search. As this might be enough for a user who has very few records and is comfortable with one search criteria, however for heavy VTiger users, who live and breath quotes/invoices – they need a more sophisticated tool to lookup products. We were asked to customize VTiger product select popup and add the following functionality: Additional Filter by Vendor: In many cases, sales reps are looking products by vendor, and us adding the picklist with all the possible vendors – really speeds up the process. They can simply select the vendor from the list and the list will be automatically filtered. Specify QTY and Price: As
VTiger Mail Converter Customization
October 27, 2016
Article
Mail Converter can be a very powerful tool if configured properly. It is capable of creating records such as leads, contacts, organizations and tickets. In addition, it can be configured to automatically link all the correspondence(emails) between the VTiger user and lead/contact/organization. It is also widely used by support department. Mail Converter can update existing and create new tickets, add comments and trigger notifications. In addition to all the standard VTiger Mail Converter functionality described above – we customized it to make it even more powerful. Here are a few custom rules/actions added to Mail Converter to accommodate custom business processes: Create Quote: The customer wanted to automatically create a quote as the email comes in. There were few special conditions, such as – who the sender/subject was and based on that – we automated quote creation from the email. Don’t Create Document: We added a trigger to allow the system
VTiger Custom Filter Permissions (Assign Filter to Group/Role/User)
October 26, 2016
Article
Filters in VTiger is most likely one most of most commonly used features. It allows you to create lists with different columns, sort and filter records. Current VTiger functionality allows filters to be set as default, listed in metrics and set as public. If you “Set Filler as Public” as public – it will be available for everyone to use it. In some cases not all filters would apply to all users and to accommodate that we customized VTiger filters to be assigned to certain group, role or an user. This allows system/department administrator to create filters and assign them to people who need to access it, without cluttering other users filter list. For any VTiger customization requests – please contact us via email or phone.
Force to Enter The Reason When Deleting VTiger Record
October 24, 2016
Article
It can be frustrating when you find out that the record has been deleted from VTiger without any reason. That happens more than you would expect – user might delete the record by accident or even worse – a wrong record. To deal with such issue we came up with a solution that forces the user to enter reason as the record is being deleted in VTiger. The record cannot be deleted, unless a valid reason is specified. Such customization really helps to stop and re-think if that’s the right thing to do. This just one of many VTiger customizations that we did. Please send us an email at support@vtexperts.com or call us +1 (818) 495 – 5557 if you need any assistance with VTiger.
How To Upgrade VTiger From Version 6.4 To 6.5
October 14, 2016
Article
The dynamics of current business practices are changing at a rapid speed and due to these frequent variations in processes and procedures, the need of new and improved features is escalating. VTiger in the regard of upgradations is doing an exceptional job. VTiger philosophies regarding bringing an update are solely based on providing more assistance to the customer. This guide is tended for users who want to upgrade their VTiger CRM from version 6.4 to 6.5. Users looking for upgrades of previous versions can visit this link. While performing an update on the VTiger CRM, we recommend to seek assistance of an expert. We, at VTiger Experts, provide solutions to every problem related to VTiger CRM including upgrades and we feel proud to deliver our services. But, if you want to do it alone, this guide is for you. Note: This guide is specific for Upgrading VTiger 6.4 to VTiger 6.5. 1.
VTiger 7 Open Source – Features (Preliminary List)
September 15, 2016
Article
Here’s an early cut of the enhancements that we hope to have in VTiger 7 branch in code.vtiger.com by early December. Vtiger 7 UI layout Easier list views Spreadsheet like editing in lists Private / Public tags Web form attachments Variable Taxes, Charges and Regions Duplicate prevention Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Vtiger 7 will also include API enhancements, and library upgrades. More info coming soon, stay tuned to our Social Media.
5 VTiger Extensions To Manage Lists Professionally
September 9, 2016
Article
Dealing with lists can be tricky in VTiger CRM, whether those are Related lists, list-view, or Kanban view. We gave deep thoughts to sort those needs, and designed some extensions that you will surely find very helpful in managing lists in VTiger. VTiger Related & List view Edits This VTiger extension allows you to edit fields from within any Related or List-view. So you don’t have to open a record to edit, as you can perform the changes from the Related or List-view. It is as simple as it sounds. Plus, the extension is compatible with all the custom & standard fields as well as all field types (text, picklist, multi-select, currency, lookup/relation, etc.). And it also supports custom filters and views. VTiger Related & List-view Edits is a great way to enhance the efficiency of your CRM system. The ability to modify records without the actual requirement
2 Must Have VTiger Extensions For System Administrators
September 5, 2016
Article
In the previous weeks, we have discussed a number of useful VTiger extensions that you can avail and implement in your CRM for the ease of your team and users to enhance the productivity. Today, we suggest 2 extensions that directly benefit system administrators in the most superior way. VTiger Automated Backups This stellar app for VTiger allows system administrators to backup VTiger Files & Database to a local folder or an off-site FTP without any hassle. The process is simple and easy. With VTiger Automated Backups module, you can go through and schedule out your automated backups for the best possible and timely outcome without any struggle. The number of days for keeping backups, frequency of the autorun, and the email notifications can be configured. Retrieving the backup is nothing more than moving back to the interface for VTiger Automated. For detailed information about the extension including
2 VTiger Extensions For Documents & Files Management
August 31, 2016
Article
There is no doubt about the importance of VTiger’s Document module. You can perform a lot of tasks with the module, but a couple of features are missing that may become very handy. Have a look at those features, covered very professionally by VTExperts with these extensions. VTiger Document Manager Just imagine creating one or multiple document records by simply dragging and dropping file or files anywhere on the screen. That is the potential of VTiger Document Manager. Being the top VTiger extension for Documents & Files/Folders management on the marketplace, it helps to keep all of the files organized. Plus, now you can see the user to whom the file belongs. You won’t have to go anywhere; the document and list themselves state the ownership. The extension is very accommodating in saving you precious minutes. It just takes about 30 seconds to open a document record, browse,
Generating/Combining Master Invoices in VTiger
August 31, 2016
Article
VTiger is a CRM, but also has some accounting elements such quotes, invoices & orders. Invoice functionality is as in any other accounting system – collect payments, export to PDF, mail or email it. If you are dealing with few invoices a month per customer – that might just work. However, if you end up with 10+ invoices that need to combined – we might be able to help. Currently, VTiger does not allow to combine multiple invoices into one “Master Invoice”, so we customized it to allow users to search for invoices using filters and select the ones that need to be combined and create one “Master Invoice”. We also added few custom fields to help keep track of the invoices combined. In addition, the “Master Invoice” will include all the items from the single invoices and will have a unique PDF template, which is easy to follow for the
Image Gallery in VTiger
August 30, 2016
Article
VTiger has the ability to attach and store documents which work very well. However, it is missing an ability to add images/pictures and view them without opening. We’ve developed a section on VTiger record which allows the users to attach unlimited number of images, and those images are displayed in the grid view. Meaning that you can see a thumbnail of the image. We also added the ability to zoom in and out which is extremely helpful for people having to deal with a lot of photos.In addition, the images can be moved around & deleted. This is just another VTiger customization we’ve done – if you need similar functionality, feel free to contact us. Thanks
3 VTiger Extensions To Customize Service & Sales Orders
August 29, 2016
Article
We, here at VTExperts Inc., keep a closer look on our users’ needs. So, the significance of sales orders and services is not something that we look away from. While using VTiger CRM, the Product & Services can be managed in several ways. But we observed some important customizations missing, which could be very helpful in services & sales purchase orders management. These 3 extensions from VTExperts exactly cover those missing features: Item Details Customizer – Advanced VTiger Item Details Customizer (Advanced) is the pro version of its successor and standard “VTiger Item Details Customizer” extension, with several extra features. You can customize Item Details (Product/Services) for Quotes, Invoices, Sales, & Purchase Orders. Moreover, you can also specify new formulas for each column as well as customize formulas for Totals. The extension accommodates multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Also, it is compatible with PDF Maker that enhances its
Custom Availability Schedule on VTiger Record
August 26, 2016
Article
One of our customer’s business model is to recruit people in medical industry. In addition to having to collect the data about the person, they also need to know his/her schedule. The niche they are in, requires a very detailed availability schedule of the person they are trying to recruit. We built a custom ‘availability schedule’ within VTiger which allows the user to open the record, in this case contact, click the “Availability” section and update record preferences there. It includes the columns for all days of the week as well as the hour periods that apply. It’s easy to use design only requires user to click on each checkbox to pick the time frame. We also added a trigger which locks or unlocks the availability calendar – this way only certain people can access it and no one will update it by mistake. The availability can also be reported on as well
VTiger 6 Customization: Custom Order Module + Item Depletion