vTiger 6.x
VTiger Integration with UPS
August 24, 2016
Article
Out of the box VTiger has a great system to handle sales orders which allows the user to convert the sales order into invoice, purchase order, as well as to create recurring invoices. If your business requires shipping and handling products – you might be able to take advantage of the VTiger customization we did, which allows users to generate tracking numbers and print labels using UPS API. The customization allows the user to generate tracking number from within the sales order screen, by simply clicking the button. It is integrated with UPS API, which sends the package weight, dimensions, location and retrieves valid tracking number stored in VTiger. The user can then click on the tracking number and it will open the UPS tracking website. In addition, we added the ability to process 100s of orders at a time. The customer who we built this for – is shipping 300-500
VTiger View with Multiple Tabs
August 23, 2016
Article
VTiger Detail view can get busy very quick. Most businesses need to capture and store a lot of information (fields & blocks) on the record. Creating multiple blocks and 100’s of fields is one solution, however it becomes difficult for the user to scroll through all of those fields/blocks and find what’s needed. We came up with the solution that allows to create tabs and store the fields and blocks inside the tab. If you look at the screenshots below – you will see that the tabs make it a lot easier to find and update the record. We even added a ‘multi line’ tab which allows to create unlimited number of rows within the tab. Large description/text field is usually comes in handy as well. Need similar/same functionality implemented? Please contact us!
5 VTiger Extensions To Enhance Quotes And Invoice Generation
August 19, 2016
Article
At VTExperts, we try our best to provide you complete CRM solutions. And it cannot be accomplished without focusing on the accounts department. So we created several extensions that will be extremely helpful in creating quotes and invoices more efficiently. VTiger Product & Service Lookup This extension for VTiger is specially designed to enhance the output of sales documentation including Quotes, Invoices, Sales, and Purchase Orders. You can manually submit the Part Number, Category, Product Description or any other field that you configure to be the search field for Products/Services and see the results without opening the popup. Also, you can specify separate result fields including price, description, or again, any standard or custom VTiger field. VTiger Product & Service Lookup eliminates the need for the extra click (popup) and increases the efficiency and accuracy of adding Products or Services to the Quote, Invoice, Sales, or Purchase Order. For
4 VTiger Extensions To Collaborate & Enhance Team Work
August 9, 2016
Article
Business is a team work that you run with your strategies. Out of the team work and strategies, the later mostly depends upon your creativity as well as professional approach. You can enhance your strategies and strengthen them with experience. On the other hand, your team’s coordination is completely a different game that depends upon a lot of factors most of which are governable. One way to do so is by employing the best-suited tools and techniques that would boost the efficiency of your working party. You can accomplish a lot for your business with VTiger CRM, but you’ll be surprised how fruitful these 4 extensions can be towards the collaboration of your team. VTiger Multi User Assignment There is only one way to assign a record to multiple users in VTiger i.e. by forming a group of those users you want to put in, manually. We took
3 VTiger Extensions To Track Time & Stay On Top Of Support Tickets
August 2, 2016
Article
As the competition grows, companies deploy more and more advanced tools and techniques to avoid time consuming tasks or get them done rather quickly. As VTExperts always brings on some outstanding customizations for your VTiger CRM, we also thought it would make it more convenient for you if we categorize some really valuable extensions. So we collected a series of 3 VTiger extensions that you can employ to save time and make things easier for support team. VTiger Time Tracker – User Time Management VTiger Time Tracker Extension sounds like mere a time tracking customization. Yes, it allows users to keep track of time while working on important or otherwise assignments – but it does a lot more. It can run more than one timer, with the option to toggle between different running timers. Plus, it supports custom fields, comments, and manual time tracking. And it doesn’t have to stay on top;
Customized VTiger Duplicate Merge Tool
July 27, 2016
Article
VTiger has a built in ‘Find Duplicates‘ tool which works with all the standard & custom modules., The tool can be accessed from “Actions” –> “Find Duplicates”. It’s sophisticated enough where the user can select multiple fields to check for duplicates as well as exclude the empty values. In addition, the fields selected are displayed as columns and “Merge” button allows to compare records side by side, and of course, merge. Merging duplicates is a tedious process and requires a lot of patience, effort and most importantly, time. We’ve come up with a way to speed up the duplicate merging by enhancing current VTiger Duplicate Merge Tool. First – we added additional columns to allow users to see more information about the records to be merged, even though those fields/columns are not parts of duplicate check. Standard functionality only allows to show fields as columns which you are ‘checking as duplicates’,
VTiger & Sage 50 Integration – Sales/Purchase Order Import
July 26, 2016
Article
VTiger & Sage 50 Integration Sales/Purchase Order Import Sage is an accounting system used by many businesses around the globe and having it integrated with the CRM is crucial. There’s currently no extension that would enable seamless sync between Sage 50 and VTiger. We’ve worked with many accounting systems, such as, Xero, QuickBooks, Peachtree (Sage 50) and are very familiar what is involved in developing the integration between the two. VTiger CRM has exceptional quoting & invoicing capabilities as well as generating sales & purchase orders. However, it’s not ideal for accounting purposes and that’s why we created a custom export/import that gives the ability to transfer data from VTiger to Sage 50. The customization consists of 2 parts: Export Exporting VTiger Sales Orders Exporting VTiger Purchase Order Import Importing VTiger Sales Orders Importing VTiger Purchase Orders We added a button to each record “Export to Sage 50”. The button creates a file
3 VTiger Extensions For Your Company’s Sales Men & Managers
July 23, 2016
Article
Sales team of a company plays chief role in its success, there is no doubt about that. But what if I tell you that they need your help to do so? There are a lot of steps you can take to achieve the purpose, and one of those is configuring the automations for the team. We decided to gather a list of 3 extremely helpful extensions of VTiger your sales team can surely find handy to boost the sales of a company. VTiger Kanban View [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight] [dt_fancy_image type=”” style=”1″ lightbox=”1″ align=”right” padding=”0″ margin_top=”0″ margin_bottom=”0″ margin_right=”0″ margin_left=”0″ width=”” animation=”none” media=”” image_alt=”” hd_image=”” image=”https://www.vtexperts.com/gifs/vtigerkanbannew.gif”][/dt_fancy_image] When looking for sales tools, one searches for software or extension that provide proper visibility throughout the sales pipeline, warn about potential hurdles, and suggest ways to close deals within the estimated time. That is exactly what
Control Summary View Field Sequence/Order In VTiger
July 23, 2016
Article
VTiger record view consists of two unique layouts – one is “Summary View” and the other is “Detail View”. Both views can display the fields configured. However, the two views are quite different when it comes to fields & columns. The Detail View comprises of 2 columns while Summary View has only one column. The limitation most users face is that for both views there’s only one way to organize the field sequence. Given that there’s a 2 column view where fields go Left to Right, versus in the one column view – it goes down. This is where the conflict in field sequence kicks in. If you are using both views, you would likely want to be able to separate the two and order the fields differently. Well, we’ve done it for you! One of our customers asked us to add a “Summary Field Seq” option in the “Field Editor” which overrides the standard field sequence
View Record Address On Google Earth within VTiger
July 20, 2016
Article
VTiger CRM comes with pre-designed Google Maps widget which enables to view the addresses while looking for lead or contact records. The feature is great! However, its practical application has not much been observed since the zoom is not adjustable and you can’t see much more than a pin and surrounding area. We took the integration with Google Maps a step further and added functionality for users to view addresses on Google Earth. What we coded was basically a simple button “View on Google Earth” (at least it looks simple enough) next to each address block, which opens a modal popup (without leaving VTiger) and shows the zoomed picture of the house and the area. The tool is very helpful for businesses dealing with Solar Systems, Fences or any other exterior work that requires a glance of the property to do the quote or evaluate the conditions. Please send us an email or give us a call if you need
Receiving Purchase Order & Creating Assets in VTiger
July 19, 2016
Article
Out of the box VTiger has a built-in Purchase Order handling tool that allows users to create Purchase Orders, print or email them to the Vendor as well as link them back to Sales Order or an Invoice. In addition, there’s logic behind each Status, e.g when the Purchase Order status is changed to “Received”, it will ‘receive’ the items and update the “Qty. On Hand” for each item/product. All of the functionality is great. However, it is missing one of the most important features – keeping track of received items/assets. We came up with a solution that not only allows users to update the “Qty. On Hand”, but also enables to enter the serial number for each item and create it as an asset. It also supports a bar code scanner, all the user has to do is to put the cursor on the first item box and start scanning – the serial numbers will be
VTiger Rich Text/HTML Comments
July 18, 2016
Article
One of the productive features of VTiger includes the running comments/notes tab for each record. It’s mostly used to post notes, record details from calls/meetings, or any information related to the record which does not belong in fields. We were asked to customize the VTiger comments section to make it even more useful! First, we added a date & time fields, meaning that before posting each comment, you can backdate or post it in the future data. It is very useful for the businesses who want to keep their notes intact and who can’t necessarily post the notes at the time the action is being taken place. Our customization allows the user to change the comment date/time as needed. Secondly, we added the ability to format the text, meaning that the comments posted are in “Rich Text” format, which allows users to add bullet points, images, underline, highlight the text and much more! We used CLKEditor which
7 Extensions To Boost Productivity Within vTiger
July 18, 2016
Article
Although hundreds of vTiger extensions are available on vTiger Marketplace, selection of suitable ones may require some time and careful thoughts. So we gathered a list of 7 vTiger extensions that can help you a great deal in enhancing the productivity and efficiency within vTiger CRM. These extensions make some very simple changes like adding buttons, displays etc. to standard and custom views. So you can avail the same interface while saving time and spare efforts. vTiger Quick Edit Automation is about everything at your fingertips, isn’t it? Or at least it should be. That is what vTiger Quick Edit provides. The extension leads the list by enabling a very simple “Pencil” icon beside every relevant field, pressing which triggers the Edit function. The sole purpose of vTiger Quick Edit is to allow modification of related records (1:m, 1:1), while working in a record’s Edit/Create view. For more
Develop And Design Attractive Documents With vTiger Proposal & Document Designer
July 17, 2016
Article
A number of tools are available in market to write a couple of pages, few chapters, or even books with basic to professional formats. But when it comes to craft versatile content like extensive proposals, sales orders, quotes, invoices, or executive subject matter in a style, selection of the right tool can be tricky. Searching for the perfect software is itself a tiring task, let alone the additional processes including email integration with the desired customizations. The problem was addressed at vTiger’s and the team came up with the ultimate solution in the form of vTiger Proposal & Document Designer, along with the capability of Electronic Signature. The powerful vTiger extension has the potential to nimbly design professional, mobile friendly documents and proposals right from the vTiger CRM in minimum time. You can create highly striking executive documents, pamphlets, proposal, etc. that are more anticipated to convince leads and opportunities.
VTiger Filters: “Assigned To” Equals To “Current/Logged In User”
July 15, 2016
Article
Filters in VTiger is one of the most commonly used feature and often system admins are required to create filters that require condition “Assigned To”, which can cause a potential problem when there are too many users. The way VTiger works now is, if you were to create filters for each user in the system (with the Assigned To condition), you would have to create as many filters as there are users., and sometimes more (if multiple filters are needed). We came up with the special “Assigned To” condition “Is Current User”. It means: you can create one filter, set it as public and select the condition to be “Assigned To is Current User” instead of using the “Assigned To equals UserXXX”. This eliminates the need of creating duplicate filters – the condition will filter only the records that are assigned to “the Logged In user”. This is just one of the many customizations
New Widget in VTiger Calendar View (Additional Filters)
July 14, 2016
Article
VTiger Calendar is great, but not perfect. As every software, there’s always room for improvement. One of the customers requested to add a special widget on the calendar view, so their managers could easily filter only the activities they need to see. If you look at the screenshot, you will see that the widget is embedded in the calendar view and allows a detailed search of events. Search fields are as follows: Organization Name (it’s an ajax/type ahead field, once you start typing – it will show possible matches) Status (activity status) Activity Type Assigned To (group/user assigned to activity) Such detailed search allows the customer to exclude the unnecessary activities/events/tasks from the calendar view and prioritize the day. This is one of the many customizations that we did – if you have an idea for implementation or need assistance with VTiger – please shoot as an email or give us
VTiger CRM 6.5.0 (hotfix – 20160714) Released
July 14, 2016
Article
VTiger 6.5 Hotfix (20160714) There were few critical issues reported, right after the release of VTiger 6.5 which have been addressed in the latest hotfix. Detailed hotfix release notes below. Related to Currency Formatting which was troubling re-editing of records on UI. Third-party library fixes for PHP 7 compatibility – for the modules below Mail Manager “Add Action” section is missing/unusable Failure to load email folders Importing Module Customer Portal (non functional) Quotes/Invoices/SO (line item popup doesn’t show any products) Custom Modules (can’t properly install custom modules(including PDF Maker) Calendar (relabeled “Activity Types” widget) You can find more details on this milestone. How to Apply the hotfix Hotfix does not require going through the upgrade process, see the steps below. Download hotfix: vtigercrm-650-hotfix-20160714.zip Extract the hotfix and overwrite VTiger 6.5 files If you are upgrading to to VTiger 6.5 – you don’t need to apply this hotfix as
3 vTiger Extensions To Keep The Database Clean, Tidy, And Perfect
July 9, 2016
Article
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,
4 vTiger Extensions To Customize Your CRM’s Screen Layout
July 5, 2016
Article
There must be many tools in the market to customize CRM layouts, so we put our best efforts in to make layout extensions unique and different. In addition to switching and swapping the positions of fields, vTiger’s extensions do lot more. We are presenting the catalogue of four vTiger extensions that will really boost up your team’s performance while polishing the CRM into a more user friendly software. vTiger Conditional Layouts This is a very distinctive extension from vTiger developers. With vTiger Conditional Layouts, adding unique layouts becomes possible. The system administrator will configure secondary fields or blocks, that will appear after choosing an option from the primary fields. The executed option will lead to more specific and detailed information about the original subject. The extension carries vTiger Workflow capabilities with intuitive interface to configure conditions as well as fields to be shown, hidden, and made mandatory. Distinguishing Features:
VTiger 6.5 GA Released with 40+ Issues & 45+ Merge Requests Included!
July 5, 2016
Article
VTiger 6.5 GA Is now Available! VTiger is happy to announce GA release of Vtiger CRM 6.5.0. In this version, there were 40+ issues & bugs fixed as well as 45+ merge requests accommodated. Most of the changes were to make VTiger more stable, secure & bug free. The credit goes to the community who contributed to the release the most. VTiger 6.5 Release Highlights (Major) Customer Portal password encryption PHP 7 compatibility MySQL (STRICT_TRANS_TABLE) compatibility (default in 5.6.x) URLs in workflow emails are now clickable ($(general : (VtigerMeta) crmdetailviewurl)) Report Date formats (mm-dd-yyyy and yyyy-mm-dd) User Preferences (Only authorized user can change other preferences) Default Grouping Separator (causing currency fields to save with extra 00s.) Emails (minor fixes in formatting and emailing) Lead Convert Custom Action (Execute custom functions when lead is being converted) Improved Logging Minor Layout Improvements (cache, icons, header support) Default sorting order on
3 Vtiger Extensions To Fortify CRM Data Security
June 30, 2016
Article
Vtiger’s aims and objectives have never been lesser than providing the best possible outcome to users. And when you rely upon us with your valuable information, we make sure to keep it secure and safe from every possible threat out there. That’s why we designed some really effective tools to keep the security at best. In this article, we summoned up a list of three security extensions by Vtiger that can eliminate and avoid any potential threats to your data. Enhanced User Security There is a renowned quote, “You catch more flies with honey than you do with vinegar”. Likewise, the sensitive information in your CRM attracts more threats as your business grow. Vtiger’s Enhanced User Security is the extension that ensures a strong defense against any potential invasions. With carefully designed and professionally employed features of this extension, the possibilities of getting hacked are eliminated. The login security extension
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
VTiger CRM 6.4.0 – Security Patch (20160610) Release
June 10, 2016
Article
VTiger CRM 6.4.0 – Security Patch Release Security patch has just been released addressing multiple vulnerabilities within VTiger, patch covers minor xss and non-admin access control issues shared by security advisories (Sebastian Haas & Tomotaka – JPCERT/CC). This is a security release for all previous versions and we strongly encourage you to update your instance immediately. How to apply the patch? Backup your VTiger files & database (recommended but not needed assuming you know your way around the system). Download patch from here Overwrite the files from the patch to the VTiger file system /include/utils/VtlibUtils.php /modules/Users/actions/Save.php vtigerversion.php Assistance Not sure or comfortable applying the patch yourself? Please email us at support@vtexperts.com and we’ll have one of our experienced developers apply it for you.
Upgrade Guide: VTiger 6.1 to VTiger 6.2
April 23, 2016
Article
We understand that you won’t like to get stuck with the older versions of VTiger CRM. As to enhance your business’s productivity and reinforce the quality of support services, comprising at something lesser than the best is obviously not an option. We also understand that VTiger CRM is a complex tool that contains almost all of the crucial/semi crucial information of the company. Upgrading the CRM to more suited versions is mandatory, yes, but trying to do so without an expert on your side is not a good idea. Still, if you plan to have a go at it by yourself, we designed a thorough guide that will help you to Upgrade your CRM from VTiger 6.1 to VTiger 6.2. If you are not comfortable performing the upgrade yourself, VTiger Experts are always at your service, no matter what type of upgrade, implementation, or customization it is. The following step-by-step
Custom VTiger Widget to Add Phone Numbers & Comments