VTiger comes with customer portal (which you need to install separately – instructions here). It has most of the functionality a robust portal would need – access to contact details, invoices, quotes, tickets, documents and much more. In order to enable customer portal for the customer, you currently need to go into contact record, scroll down to “Customer Portal Details” block and check the “Portal User” field. This will trigger an email to be sent out to the customer with link, username and password. We had a request to manually create password instead of having the system generate one, so we added a “Portal Password” field, which is masked by ********** and the actual password is only shown when switch (on/off) is clicked. It also only allows certain users to view the password. This is also used to reset the password, all the user has to do is

  VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am. One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows

  VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and  reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. 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.  

  Calendar Activities (Tasks & Events) is considered a special module due to it’s custom design. That makes it harder to integrate with all the other extensions, add related modules and most importantly – customize. Events/Tasks in VTiger are used differently by many business, some use for scheduling jobs, reminders and others for actual to-dos, tasks and checklists. One the key features VTiger Calendar module is missing – is ability to attach documents/files to it. One of our customers requested to add such ability and we designed in a way where you can attach multiple documents/files to the activity as well as include those into the emails generated by workflow. 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.  

  Mail Manager for VTiger 7 has improved significantly compared to the previous versions. It’s more responsible, modern and a lot easier to navigate and manage emails. As in previous versions, Mail Manager has a feature (action) that allows users to create new records from the email e.g contact, organization, lead, tickets and activities. The only thing it is missing is an action to add new opportunities. To accommodate that, we added an action to “Add Opportunity” right from the Mail Manager. It opens a quick create modal popup and creates the opportunity + links the email message. That’s just one of the VTiger customizations we’ve done, if you are looking for a similar customization e.g adding other modules to Mail Manager or customizing it in any different way – please shoot us an email at help@vtexperts.com

  VTiger 7 has new neat feature, which allows the Opportunity to be converted into a Project. In addition, it has an area where you can map the fields from Opportunity to Project (similar to Lead to Opportunity/Contact/Organization mapping). Opportunities are widely used in almost every business and each has it’s own way of handling them. One of our customers had a request to add an option to convert Opportunity to an Organization and Invoice. To accommodate that, we added a button “Convert to Organization” on the opportunity view. Once the button is clicked – it opens up a popup to fill out/verify mandatory fields before create new organization and invoice. We also added mapping area where the user can configure how the fields will map from one module to another, so no data has to be reentered. That’s just one of the VTiger customizations we’ve done – please give

  VTiger has a great accounting suite built-in, however it’s lacking a reconciliation piece. One of our customers receives donations and deposits which have to be reconciled at the end of the month. To accommodate that, we built Deposit and Reconciliation VTiger modules, which allows them to record all the donations/deposits, by doing so – they input the amount for each. Next, reconciliation process starts – the user knows exactly how much they should have received for both deposits and donations and they start reconciling by inputting total amount and lookup all the donations/deposits that have not yet been reconciled. At the end of the day, the user will have reconciliation record with all the deposits linked as well as amounts matched. In case where totals don’t add up – we builtin an alert system, which will not allow to close reconciliation record unless the amounts match up to the

  VTiger and Asterisk/PBX integration can be challenging and requires a lot of resources (direct asterisk integration, extensions, server changes, etc..)  to get it right. We  have come up with a more simpler solution that converts phone number field into softphone compatible hyperlink also known as “Click to Call”. The phone call is triggered by “tel: xxxx” hyperlink and each phone field in all the VTiger views (list, detail and edit) has an icon can can be clicked to trigger the call on your softphone. It’s a very elegant and cost efficient solution to quickly place calls from VTiger using your own softphone or skype.   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.  

    Inventory management is a crucial part of every business. VTiger already has it built in and allows you to “in” and “out” inventory as the invoices, orders and purchase orders get created. Standard VTiger functionality warns you when the product you are adding is Out of Stock, however it does not prevent the user from adding it to the invoice or sales order – you can see where that might become a problem. We customized Invoice and Sales Order section to prevent out of stock products to be saved on the record. The way it works is – the user can still select the product and see that it’s out of stock, however once record is being saved – it will show a notification and will not allow the record to be saved until the product has been removed or quantity adjusted. In addition, the user can override

  In the latest VTiger 7.0 release a feature was introduced which allows the comments to be set to Internal (private), meaning that only the users (vtiger) will be able to see the comment, while the portal users (contacts) will not. This feature is really helpful to restrict the visibility for the portal user and keep sensitive or technical details from the customer. One of our customers requested to enhance this feature where they would be able to slip the switch and set the comment to be internal (private) or external (public). In the standard VTiger, if the comment is set to internal or external – it can no longer be changed, however – we added the switch which allows that – see #1. Next, we added a “Post to Resolution” field, which basically creates a comment as well as updates “Solution” and “Status” fields on the ticket. This eliminates the