VTiger Customization
Optimizing Vtiger’s Order Management with VTExpert’s plugins
August 6, 2024
Article
Order management is a primary function of any business that is offering products or services to its clients. Order management effectiveness ensures that orders are fulfilled accurately and promptly, leading to increased customer satisfaction and repeated sales. In this article, we will check the significance of order management in CRM and how it can assist businesses in streamlining their sales processes. Moreover, we will also explore how can we optimize Vtiger’s order Management with VTExpert’s plugins Vtiger CRM and order management Vtiger CRM is a flexible CRM software that offers a wide range of functionalities to assist businesses in managing their customer relations and interactions. One of the highlights of Vtiger CRM is its order management capability. Vtiger facilitates streamlined management of sales orders and monitoring of the order fulfillment process from inception to completion. With Vtiger CRM’s order management functionality, businesses can easily create, manage, and track their sales
Link Emails to Quotes, Invoices & Orders with Corrensa
May 20, 2024
Article
The key highlight that makes Corrensa a great tool is the number of different ways in which it interacts with the Vtiger CRM system. From attaching emails to Vtiger records to creating new records in the Vtiger CRM without leaving the email interface, Corrensa is doing wonders. Corrensa’s eliminates the need to switch between multiple applications, saving you time and streamlining your workflow. Now, you can link emails to quotes, Invoices & orders with Corresna. New Feature: Link Emails to the Quotes, Invoices and Sales Order Prepare to witness a remarkable convergence of email efficiency and VTiger CRM prowess with Corrensa’s new feature, that allows you to link emails to Quotes, Invoices and Sales Orders. Through this feature you can link the emails to the relevant Quotes, Invoices, and Sales orders without Benefits of linking emails to invoices, quotes, and Sales order Linking emails to quotes, sales orders, and invoices
Vtiger CRM 8.0.0 has been Released
September 20, 2023
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In the ever-evolving landscape of CRM solutions, Vtiger CRM took a significant step forward with the release of Vtiger version 8.0. This update includes stable support for PHP 8.x (PHP 8.2), MYSQL 8.X and Maria DB 10.x Following are the key highlights of Vtiger 8.0.0 Added Composer support for PHP server dependency. Upgraded libraries to achieve better security compliance. Maintenance fixes and MRs Official Announcement You can find the official announcement here: Vtiger CRM 8.0.0 GA Release Download Vtiger 8.0.0 Download the Vtiger 8.0.0 from here: Download Link Vtiger 8.0.0 & VTExperts 1. VTExperts Extension Pack Considering the release of Vtiger 8.0.0, VTExperts is actively working towards ensuring that all extensions previously compatible with Vtiger 7.x are promptly fine-tuned and made fully compatible with Vtiger 8.0.0 2. Migrating to Vtiger CRM 8.0.0 VTExperts offers a seamless CRM upgrade service that ensures a hassle-free transition to Vtiger 8.0.0. Our team of experts will
Optimize Vtiger scheduling with VTExpert’s tools
June 1, 2023
Article
Maintaining an organized schedule and appointments is crucial for running a business smoothly. One effective way of doing this is by using Customer Relationship Management (CRM) software such as Vtiger. However, to get the most out of Vtiger’s scheduling features, sometimes additional scheduling tools may be necessary. VTExperts developed various extensions that extend or enhance Vtiger’s calendar features. In this article, we will look at how can you optimize Vtiger scheduling with VTExpert’s tools Vtiger Calendar Vtiger offers several calendar and scheduling features that help businesses manage their time efficiently and optimize their operations. Here are some of the crucial calendar and scheduling features offered by Vtiger Shared Calendar: Vtiger provides a shared calendar, which can be accessed by multiple users in an organization. This feature can help businesses avoid scheduling conflicts and ensure that everyone is on the same page. Recurring events: Vtiger calendar also allows users to create
How to Install/Setup and Configure vTiger Customer Portal Module
August 18, 2022
Article
One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information. vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up. Configure vTiger Customer Portal Module Permissions The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”. Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users. Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. Portal URL – The URL
VTExperts PDF template Tracker
July 7, 2022
Article
PDF’s are an integral part of digital documentation. Either you are a freelancer who is working alone or managing a big team, you will definitely come across pdf. Same is the case with VTiger users as well, from invoices to the birthday wishes to you valued customer, everything can be sent to the recipient using the PDF templates. But, here comes a question that can a standard Vtiger functionality tracks a pdf templates? The answer is “No”. That is why VTExperts provide a special customization using which user can track the PDF templates send from the VTiger CRM system. In this article we will check how VTExperts PDF template Tracker Customization works. PDF templates shows the list of PDF templates that are sent from the VTiger CRM. It automatically generates a record whenever a pdf template is sent from the CRM How VTExperts PDF template Tracker customization works To understand the
Availability Switch for Users in Vtiger
March 14, 2022
Article
Availability Switch for Users in Vtiger is a customization that allows to make a user available/unavailable for the “assigned to” field. if a user is unavailable then records cannot be assigned to that specific user. For example, if one of the CRM user is on leave, then the status of that user can be switched to unavailable and no records can be assigned to that user. Available/Not-Available switch After the customization each user will see available/unavailable switch top right corner of the CRM window. Using it they can tag themselves as Available and Unavailable. If the user is unavailable then tht user cannot be selected in “Assigned to” field When the switch is in Available state that means the records (Tickets Leads Contacts, etc.) can be assigned to that user When the switch is in Not-available stat that means the records (Tickets Leads Contacts, etc.) cannot be assigned to that
User groups in Shared Calendars
December 27, 2021
Article
User groups in shared calendars allows to make Label Groups and add users into it, in shared calendar. Using it you can filter the calendar events based on groups. When you open shared calendar it shows all the events of the CRM users and teams, sometimes it get too complicated as the whole calendar is filled up Prominent features Go to shared Calendar Filter by Group: Check the box, in order to filter the calendar based on groups Select a group: Select the groups here and the events of the participants of the selected group will be shown Group’s participants events: Participants of the group in the sequence that is configured while adding the participants to a certain group Customization configuration Predefined groups are created as per clients requirement. In this example, 9 different groups are created with name lbl_group1, lbl_group2, lbl_group3 up to lbl_group9 Here is a screenshot showing
How to Set workflow upon record deletion (Customization)
December 16, 2020
Article
A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is
Create Copies/Revisions Of Quotes, Invoices And Other Records In VTiger 7
January 31, 2019
Article
We often find ourselves versus this requirement by our customers; “Is it possible to make several copies of an invoice?”. And we got tired of answering “No” and came up with a solution. Revisions/Copies of VTiger Records VTExperts’ development team created this customization for VTiger 7 and VTiger 6, that allows to create revisions of any record WITHOUT disturbing the actual record numbering. Most of our customers asked for revising Quotes and Invoices – so we will make those the focused modules for the writing sake. What Does it Do? With this customization implemented, VTiger users can create as many copies of any standard or custom module’s records as needed. For example, if you clone/duplicate an invoice or a quote, it will only create a revision and not disturb the ongoing numbering for quotes, invoices etc. How Does it Do? Here’s how we designed it. Note that this is not
Enhanced Duplicate Finder In VTiger 7
January 30, 2019
Article
There’s a very basic feature in VTiger 7 to help locate and merge duplicate records. It allows to search in a module for specific fields. Say, you want to find all the duplicate records on the basis of Primary Email, you can do that. This can be done by: Clicking “More” button in any module’s list view Click “Find Duplicates” Simply select fields in “Match Fields” field. It will search duplicates depending upon the selected fields and show all records. In our example, if you select “Primary Email” field in “Match Fields”, it will give all the records from current module with duplicate emails. This is the available functionality for standard duplicate finder. Enhanced Duplicate Finder We customized this feature and took it several steps further. This is how we customized it for one of our client: Advanced Duplicate Check and Merge extension for VTiger Exact Match Fields: These are
Remove Quick Create For Individual Standard & Custom Modules In VTiger
January 16, 2019
Article
Currently, in VTiger, when you open any module and try to add a related module, it opens a quick create popup, instead of going to the full form. Some of the companies/users do not prefer that outcome and want to move to full form straight. We’ve been asked this question several times and therefore tried to give a quick solution as follow: Question: How to remove Quick Create feature for any module? The aim is to remove a specific module from the Quick Create list as well as when adding as a new related record to another module. Answer: Go to add this: modules/YOUR_MODULE/models/Module.php Question: How to remove Quick Create feature for a CUSTOM module? The aim is to remove a specific custom module from the Quick Create list as well as when adding as a new related record to another module. Answer: Add following function to your custom_module/Models/Module.php Questions?
Recently Modified & Recently Viewed Widget For VTiger 7 (like VTiger 6)
January 15, 2019
Article
In VTiger 6, there was this useful widget to see recently modified records in VTiger. It appeared once you open a module > record. The list was capable to display 10 recent most edited records max. That means, if you modified a record, moved several records ahead and suddenly realized you needed to update another thing in the first record – you can easily get to it from that widget. This widget was useful, but cut off in the VTiger 7 upgrade. Moreover, there was no alternate provided. That’s why we built this customization that does exactly the same and more. We created two widgets as VTiger 6’s functionality: Recently Modified: This widget shows the recently modified records from the same module. Recently Viewed: This widget displays the recently viewed records. This is a bit more complicated to implement and new feature. VTiger 6 only had the option to view
Set Default Tax Mode In VTiger 7
November 1, 2018
Article
Pretty much every business has the needs of calculating taxes on the go while generating quotes, invoice, sales orders and/or purchase orders. The taxation in VTiger is quite up to the mark. Admins can set individual as well as group taxes on line items. However, there’s a very tiny limitation which does not allow to change the default tax mode. The default tax mode in VTiger is “Group Tax”. A huge number of companies use “Individual” tax mostly. This default setting of Tax mode in VTiger makes it annoying for those companies to change the mode manually each time they need to add an invoice, quote, SO or PO. It even become a problem if an organization needs to generate hundreds of such records every day. We did a customization for one of our client, where we simply switched the default tax mode from Group to Individual. So, when they
Box.com Integration with VTiger has been launched
May 22, 2018
Article
The Box.com Integration seamlessly sync VTiger with Box.com and you can assign Box.com folders to the any of the VTiger Records. Then you’ll be able to perform numerous functions like uploading the documents/folders, edit files online, review file revisions, share files etc directly from Vtiger (without opening Box.com). This integration allows unique records to be assigned to any of the records per module like Project, Opportunities & Order by in- built folder selector. It’s configuration is simple and it requires SSL certification active on you CRM URL otherwise the Box.com API doesn’t work. Once you configure the integration and assign folders to the enabled modules, you can view Box.com files and folders from VTiger. Go to one of the selected modules and open a record. Then go to the Box.com tab Now you’d need to link a folder to this record. For that purpose, click the “Choose Folder” button. It
Field Formula Calculation/Concatenation for VTiger is available
May 7, 2018
Article
Real Time Field Formula calculation/Concatenation Extension for VTiger 7 is yet another helpful tool for automation as well as productivity. It allows various functions to be performed using standard and custom fields like addition, multiplication, subtraction division of number/amount/decimal as well as other custom functions like changing the Field X value based on the value in field Y, all in real-time. That is the best thing as you don’t have to wait for the data to be saved so you can see the SUM/Total/Combined text spot on. Another great feature of this extension is that it works with the text fields to concatenate the data. This is an addition that was not available before. Moreover, it is very user friendly and can be configured by standard VTiger Workflows in the module manager. The extension is now available for VTiger 7. Some of its most common uses are explained below: 1.
Multi Currency setup on a record level instead of a user – VTiger Customization
March 4, 2018
Article
Businesses working with multiple currencies in VTiger often run into limitations, where the currency can only set on a user level, while the currency should be set on the record level. At the moment, the multi currency is supported on Invoices, Quotes, Sales & Purchase Orders. However, that’s not sufficient in most cases, the businesses need to set currency for other modules as well as be able to view records in set currencies. One of our customers manages deposits, batches and invoices in multiple currencies. We added an option to set currency on a record level i.e batch or deposit. This allows user to see the proper currency set as well as report on it. The currency symbol is maintained on the record level as well as lists.
Option to set picklist/dropdown values to Active/Inactive – VTiger Customization
March 2, 2018
Article
VTiger has an option to create custom picklist fields and define the values that go into that dropdown/picklist. The only downside is, that in order to remove dropdown value – you have to delete and replace it with something else. In many cases, this is not acceptable solution. For example, if you are selling certain type products i.e “Product Category” is “Hardware” and decide you no longer need the “Hardware” value – your only option is to delete it completely, which would update all existing products and clear or replace that value. This is just not acceptable. We built an option to retire picklist values by setting them “Inactive”, meaning that the value will remain on the record e.g product, however the users will no longer be able to select it in the dropdown nor will it show up anywhere else.
Customized Record Numbering Using Date (Month & Year) – Customization for VTiger
March 1, 2018
Article
Record Numbering in VTiger is very limited. In Standard VTiger, you can only configure record numbers to have prefix and a sequence number. In most cases, this is not sufficient. We get a lot of requests to customize record numbering and add customer name as prefix, month, date or a custom field value. Here’s what we did for one of the customers: Prefix: SC (quote) or AFF (opportunities) (This never changes) Year : 18, 19, 20, etc.. (This is updated once a year on the 1st of January of each year, and we take the last two digits of the year. This is applied on both quotes and opportunities range numbering.) Month: 01, 02, 03, 04, etc .. (This is updated the 1st of every month, based on the numbering of the month within the year. Once a year, you will have the yearly and monthly change at the same time
VTiger Customization: Mass Print Documents (Select Multiple + Print Selected)
January 22, 2018
Article
One of our customers is heavily focus on producing contracts, invoices, letters that get saved as PDF documents. These documents are generated using PDF Maker or Document Designer and attached to a related record (automatically). All of these documents have to be eventually printed and mailed out. It’s a tedious process to download each document and then print, so instead – we came up with a solution to mass print selected documents. The way it works is – the user goes to the document list, selects the filter/view and picks documents one by one or just all at once and “Prints selected”. We added an option to “Print Selected” under “More” (see screenshot). The button produces a combined PDF file, that can be printed or saved for other purposes.
VTiger 7 Customer Portal Customization: Set Portal Password
October 5, 2017
Article
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 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time
October 3, 2017
Article
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 7 Customization: Contact Relationship & Referral Management
October 2, 2017
Article
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.
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