VTiger Extensions (Releases)
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.
Related Blocks & Lists An Extension For VTiger 7 – Dozens Of New Features And Enhancements
April 16, 2018
Article
Customize Block Into 5 Columns Layout In VTiger 7
April 5, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 4 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 5. Arrange the fields and click on the “Save” button. Here is the 5 Blocks Layout. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Customize Block Into 4 Column Layout In VTiger 7
April 4, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 4 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 4. Arrange the fields and click on the “Save” button. Here is the 4 Blocks Layout. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Customize Block Into 3 Column Layout In VTiger 7
April 2, 2018
Article
Multi Column Blocks/Layouts is designed to convert standard vtiger block layout (2 column) into multi column layout (up to 10 columns). Very easy to use and configure. Columns are configured in standard “Field & Layout Editor” by simply setting number of columns and dragging and dropping fields in desired area. How to Customize Block into 3 Column Layout Go to Menu >> Settings >> CRM Settings >> Module Management >>Module Layouts and Fields. Select the module and Set the “Columns” to 3. Arrange the fields and click on the “Save” button. Here is the 3 Blocks Layout. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
2 – Step Authentication For VTiger With Secure Login Extension
March 15, 2018
Article
There was no app in the whole VTiger market that could provide 2 – factor authentication ability to login for VTiger users – until now. Secure Login or Enhanced Security for VTiger users is the extension that adds several extra layers of security to your VTiger. It allows to put several restrictions to keep it secure, as well as keep tabs of the failed attempts to login. You can study the features of Secure Login extension for VTiger 7 here. We’re extending the securing capability by adding the famous 2 – factor authentication and even more controls. The feature allows system admins to enable 2 – factor authentication for VTiger users. Once its enabled, when some user logins to his account from a new IP, the system asks for a unique authentication code that is sent to the registered email address for that user. System admins can also enable locking
Timesheets Extension For VTiger Is Now Available
February 26, 2018
Article
There were lot of requests for this extension in the past year. As most of our extensions are focused to “keep it all under one hood – CRM” (Email Marketing/Campaign for VTiger is the best example), keeping track of workers’ timings was very problematic before, not to mention bringing it to the CRM for billing, records, configuring workflows, and reporting. That’s the reason we developed this record-keeping extension Timesheets for VTiger that allows users to log the time spent in details as well as system admins to keep tabs on them. Timesheets is an extension for VTiger designed to elegantly track employees’ (users) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify
Tile & Hover Text In VTiger Calendar Job Scheduler Is Now Configurable With Fields
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. With the latest update of the extension Job Scheduler or Advanced Calendar for VTiger, it allows you to edit and configure the information that is shown by default on an event or task block as well as when you hover your mouse cursor over it. You can insert some default text, map fields from the events and tasks, and configure them with the rich text editor according to your needs. It also allows you to map fields from the related modules. So say if you need to know the name of the Contact or Organization with which the current event is, if you need to know the place where the event
Status Colors In Job Scheduler Extension For VTiger Calendar
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. Now, we’ve added a major function in VTiger Job Scheduler that allows to color the statuses of events wherever it matters e.g. in Picklist while creating an event and selecting a status, on Job Scheduler view of the VTiger Calendar etc. So, once the colors are configured in the extension settings, you will see statuses as different colors. Same for the Events box on the Calendars. The box’s color will depict the status of an event. It will help you quickly identify the status of an event and see if that event has either been planned, scheduled, held or cancelled. For further help, contact us on help@vtexperts.com. We’ll
Timeline Extension Is Now Available For VTiger 6
January 10, 2018
Article
The Complete Record Timeline/Summary (Communication + Updates) extension, shortly known as Timeline is now available for all version of VTiger 6. Previously it only supported VTiger 7 and above. The extension is extremely beneficial to quickly see any communication (emails, calls, comments) as well as record updates. 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 any other modules), meaning that you would see any comments added to the ticket/organization while looking at the organization timeline. More information about the extension can be found on the product page here. Extension’s helpdesk Link. If you need further assistance, send us an email to help@vtexperts.com or call +1 (818) 495-5557.
Calendar Popup/Preview Extension Now Supports Custom Modules – New Feature
January 6, 2018
Article
Currently, the VTiger Standard Calendar is very limited and missing lot of basic functionalities. We have created several extensions to date which enhance the use of Calendar, making it more intuitive and helpful for users. Our extension Calendar Popup/Preview allows users to quickly preview the information without leaving the Calendar. It also displays linked records such as Contact, Organization, Lead, Ticket, Opportunities, and Campaigns. We recently upgraded the extension and added it to support and add Custom Modules as well as allow to see and update the linked Custom modules’ records. To use the feature, you’d need to: Install the extension VTiger Calendar Popup/Preview from your Premium extension pack’s list If already installed, upgrade it to Latest (alpha) Install Custom Module & Relationship Builder from the list If the custom module doesn’t exist, create the new custom module. Now, when you go to the Configuration of the extension, you
Document Designer New Feature: Create NEW Records Utilizing Forms
December 30, 2017
Article
We’ve recently added new feature to our document designer, which allows to create new records in VTiger. It’s very similar to how our update functionality works (If you are familiar). The idea is that user will create a document/form that can be sent to a customer or any other email or even placed online i.e your website and when the form gets filled out – the record will get automatically created in VTiger. It’s similar to webform functionality, however it’s more powerful that that, because it supports all standard and custom modules as well as links back new record to parent record e.g organization (if configured/sent properly). Simple Example: create custom form and place it on your website for new signups (lead/contact information will flow directly into VTiger). Advanced Example: create custom form that you can send to your customers for tickets/support requests, data gathering. The form can be created
New – “Actions” Button Column On Activity Reminder / Calendar Popup For VTiger 7
December 15, 2017
Article
There’s a productivity centered extension Activity Reminder (Popup) for VTiger that gives reminders similar to Outlook. The reminder popup shows up automatically when the activity is due and displays current day’s activities with basic details such as subject, description, related to (contact, lead, organization, etc..) as well as Due In. We recently gave it a major upgrade and added the “Actions” button as a column to the reminder popup. Previously, those actions buttons were only accessible when you go to calendar > specific activity > and hover your mouse over it. With the Activity Reminder (popup) extension, now users can edit, mark as done, and delete any activities without the need to visit the actual activity in the Calendar. When you open the reminder popup (extension button at the top right – needs the extension to be installed), you will see this new column named “Action”. The action buttons
Show Hide Individual Comments In VTiger 7
October 31, 2017
Article
We added a simple but extremely useful feature to our Summary Widgets extension. As you can add “Comments” widgets to Summary view to the records of any modules with VTE Summary Widgets, this feature allows you to SHOW or HIDE the individual comments in VTiger 7 also supported in VTiger 6. For example, if you open a record and see a long comment in the “Comments” section (created by Summary Widgets extension) How to Show Hide Comments Click on the “Hide” button to hide the comment. The comment text will be hidden .Click on the “Show” button to show the hidden comment. For further help, contact us on help@vtexperts.com we’ll be glad to be of service.
Email Campaigns Extension for VTiger 7 Open Source – Progress Update
October 25, 2017
Article
For the last few months we’ve been working on a new extension that will transform VTiger into sophisticated email marketing/campaign tool. The extension will include a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that will show exactly what and when is going to be sent. In addition, it will support batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once. We also integrated Mosaico template builder with our campaign/marketing tool. Mosaico is an open source template builder which allows users to create amazing email templates, the functionality is very similar to mailchimp, constant contact or any other email marketing platform. We are anticipating to have this vtiger extension available in the next month and would like to share the progress we made so far. Start New
Quickbooks Online & VTiger 7 Open Source Integration – Progress Update
October 17, 2017
Article
We have been actively working on our next major extension release – VTiger 7 & QuickBooks Online Integration and would like to share our progress with the community. So far, we completed sync of customers (organization/contact) and products/service as well as built the engine for logs, quickbooks queue and graphical user interface. It’s fair to say, that we are half way there (50% complete) and we are expecting the beta release in the next 1-2 months. If you would like to participate in beta testing – please contact us at help@vtexperts.com! Here are some screenshots of the interface/functionality. Synchronize Tab (Initiate 2 way Sync between VTiger & QuickBooks Online) Customer Tab (Map VTiger Contacts & Organizations into QuickBooks Customers) Configuration Tab (Configure bidirectional sync & set primary data source) Quickbooks API Tab (Enter Quickbooks API Details to connect to VTiger)
New VTiger Extension: List Export to XLS (Excel)
September 26, 2017
Article
We are excited to introduce new extension to our VTiger Extension Pack! The extension was designed to export lists/filters into excel. As you probably know, standard Support for VTigers exports to .csv, however .csv files can be messy, hard to manipulate and the formatting does not always save. Our List Export to XLS VTiger extension, not only exports data to XLS files, but also only includes columns that are selected in the list, unlike .csv – it exports all the columns and kind of defeats the purpose of export. It supports all custom and standard VTiger modules and is now available for anyone with extension pack subscription!. For screenshots & video, go to the product page: https://www.vtexperts.com/product/vtiger-list-export-to-xls-excel/
Upgrading Table Block Extension to VTiger 7.0
June 4, 2017
Article
VTiger Table Block extension will no longer be supported in VTiger 7.x. Table block has a lot of limitations such as no way of creating filters, including in reports, exporting/import and permissions. Instead, it will be replaced with combination of “Related Blocks/Lists” and “Custom Module Builder“. If you are currently using Table Block extension and want to migrate to VTiger 7.x or already did – here’s what you will need to do in order to properly convert table block data. ***We recorded a quick video that will talk you through each step: Create table blocks(new custom module(s)) in VTiger 7.0 To create new tables blocks – first we will need to create custom modules which will store table block information. Say if you have a table block “Cars”, you would create a new custom module called “Cars”. Next, within that module – you will need to create custom fields
VTiger Items Details Customizer (Advanced) – Upgrading to VTiger 7.x
May 15, 2017
Article
VTiger Items Details Customizer (Advanced) is one of our most utilized extensions due to its’ powerful capabilities while customizing Item details on quote/invoice/order, adding running totals, section headers and most importantly – specifying formulas for each column or total field(s). Due to increased requests to make Item Details Customizer (Advanced) compatible with reports, filters & allow to import – we added such functionality. If you are using VTiger 7.x and installed our extension on 7.x – you do not need to take any additional steps – new functionality will work out of the box, however if you are upgrading from VTiger 6.x – you will need to convert item details data to work with our upgraded module, which includes latest functionality. Here are the steps you need to take to perform the update: *Note, we assume that your VTiger has already been upgraded to 7.x. Backup your files &
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
Reports In VTiger
December 29, 2016
Article
With the change in the business environment, the process of developing and presenting reports is also advancing at a rapid speed. About two and a half decades ago, hand written reports were used to communicate with the stakeholders of the business firms about the progress of a company. Now reports are developed and presented using assistance from the modern day technology and Microsoft word usage is one of the biggest examples of integrating computers in report developing. Another aspect in which the progression regarding the reports can be witnessed, is their transparency and speed of delivery. Every single business firm working in current business culture is pressed to show significant improvements in their reporting systems. The reason behind giving so much priority to business documents and reports is that they show the face of the firm to the concerned people and through them, specific information about the organization is exposed.
Advanced Comments In VTiger Supports Rich Text Comments