VTiger Extensions (Tips)
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
Article
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
Enhance Vtiger’s productivity with VTExperts
April 17, 2023
Article
Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to
Streamline communication with VTExperts Email template designer
March 7, 2023
Article
Using the email templates user can present the data, the way you want, It also allows users to customize the emails as per their requirements while keeping the amount of work and effort put to build it to a minimum. Without a doubt, email templates are an incredibly powerful digital tool. They save time and effort, and moreover increase consistency and accuracy. In addition to this, email templates can be used for a wide range of purposes, from sending out regular newsletters to email campaigns for launching a new product. In this article, we will explore the versatility of email templates and how can you streamline communication with VTExperts Email template designer Advantages of using email templates Here are some prominent advantages of using email templates The standout advantage among others is the customizability of email templates, which proves to be a powerful tool. In a world where people receive countless
VTExpert’s advanced automation tools.
January 16, 2023
Article
CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced
Vtiger CRM 7.5.0 has been released
December 1, 2022
Article
As per the official announcement, the much-awaited VTiger CRM 7.5.0 (open source) has been released with a number of improvements and new features. The most prominent changes to improve its functionality includes, PHP 8.x support and Mail Converter Custom actions This update caters to 45+ issues and 30+ enhancement submissions Check the official announcement here: Vtiger 7.5.0 is released Download the Vtiger 7.5.0 from here: Download Link Vtiger 7.5.0 and VTExperts services VTExperts Extension Pack compatibility with Vtiger CRM 7.5.0 Concerning the launch of Vtiger 7.5.0, VTExperts are actively trying to ensure that all the extensions that were previously compatible with Vtiger 7.x are tuned up and made fully completely with Vtiger 7.5.0 soon. Migrating to Vtiger CRM 7.5.0 We are already working on migrating to Vtiger CRM 7.5.0 for our clients. Feel free to contact us if you have any query regarding the migration to Vtiger CRM 7.5.0, as we do
VTExperts tools to help admins better manage Vtiger CRM
December 1, 2022
Article
The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system
Collaboration tools by VTExperts for Vtiger CRM
November 24, 2022
Article
Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use
Advantages of FAQ’s Section
November 11, 2022
Article
In the current era of development, there are several ambiguities that one needs to clarify. Perhaps, in this fast pace of the race and some natural constraints, one can not afford to get the issue sorted in a huge time frame. To avoid time constraints and increase operational efficiency, we have FAQs (Frequently Asked Questions). There is no denying the fact that the list of advantages of FAQ’s section is a long one. In the Corporate world we have different industries and so do different problems. To provide a quick solution, Companies now design a module/department that provides support. FAQs is a subdomain of this department. Issues that are usual, time-consuming and can easily be resolved, come under the FAQ. When a company provides some services, they do know what could be the possible issue that their target audience can face. How does FAQ help? To minimize the response time
Add related module records using tabular field entry in form builder
November 8, 2022
Article
VTExperts Web Form & Landing Page Builder extension allows to the creation of related module records as well. In this article, we will look at how to add related module records using tabular field entry in the form builder Example We will check the configuration and functionality of the extension by implementing the form for the below-mentioned example. The primary module is “Contacts” and the secondary module is “Child” and they have one-to-many relationship (which means 1 contact record can have multiple child records) The form will get information from the contact regarding their children, what are their names, date of birth, and any additional information. So, we will create a web form for the Contacts module and will configure it in a manner that it can also create records in the child module. Create the form Go to the form builder and click on “+ New from” button and provide the
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
How Vtiger CRM assists in Sales
August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know
Job Scheduler New Feature – Color Tiles based on Activity Type
July 18, 2022
Article
Calendar is an integral part of Vtiger CRM system and every Vtiger CRM user make use of calendar in one or another way. Job Scheduler for Vtiger 7 by VTExperts increases the utility of calendar by offering additional features. Previously, users were only able to color differentiate the events based on their status only. Now, for the user convivence we have introduced a new feature in Job Scheduler extension, using it the user will be able to color event tiles based on the Activity type as well. So, you can color event tiles based on activity type as well How to configure colors based on activity type of calendar tiles Click on the “Calendar” icon on the top right corner of the screen Click on Settings Select “Yes” in the “Use Activity Type Colors” option Now the same type of calendar events will be shown in similar color For example:
SLA use case for tickets in Vtiger7
July 15, 2022
Article
Tickets is one of the most use feature of Vtiger crm system. SLA extension by VTExperts can be used to check and regulate the processing of the ticket in Vtiger CRM. In this article we will look at a SLA use case for tickets in Vtiger7. Use case There is ticketing system, in which when a ticket is created its priority is set to “Low” . SLA starts to work when the ticket priority is “Low”. The SLA should keep on working until the ticket status is changed to “Close” But, if the ticket is not resolved in 5 minutes and priority is “Low”, then SLA extension will automatically change the status of the ticket to “Normal” Again if the ticket is not resolved in next 10 minutes after the priority is changed to “Normal”, then SLA will change the priority of the ticket to “High” Again if the ticket
How to make emails avoid going to spam
July 13, 2022
Article
Emails are an integral part of Vtiger CRM. Vtiger can also be used to send out email campaigns using VTExperts Email marketing extension. A very common issue that email marketers face, is that the emails they send out in an email campaign are landed in the spam folder most of the time. In this article we will learn what causes your emails to land into junk folder and how to make emails avoid going to spam. Why emails land in Spam box There are a number of different factor which causes emails to land into the spam folder. Lets look at some of the most prominent reasons behind it Make sure that you have permission/authorization to send email to contacts you are incorporating in email marketing campaign. Do not buy the list of email addresses to use in you email marketing campaign as it can put you on risk of
Google API key generation
July 6, 2022
Article
API key – An alphanumeric string that is used to connect your projects with the google billing account using the specific API or SDK. In this article we will go through the process of google API key generation. How To Create A Google API Key Follow these simple steps in order to create a Google API Key: Go to https://console.developers.google.com/apis/credentials?project=primordial-will-248203&supportedpurview=project Click “Select a Project” It will open a Pop up, click “New Project” You’ll be directed to “New Project” creation page. Fill in the required info in the available fields: Project Name: Set your project’s name. Clicking “EDIT” will allow you to change Project ID which can’t be changed after. Organization: It will automatically select the organization according to your email. Location: You can choose another organization from the list if there exist multiple of those. Click “Create” to complete creating the new Project. Select API Type And Activate API
Configuring ShareX to take screenshots & screen recording
March 4, 2022
Article
Using screenshots and short videos you can better communicate the issue to us and it is much easier for us to understand the issue in this manner. You can take screenshots and record videos using ShareX and then send it to us via email Download link: ShareX Downloading and installing ShareX 1. Download the ShareX from the link provided above, once done install it 2. Once installed, you can access the ShareX from the taskbar. Right click on the ShareX icon to open the ShareX control panel Taking Screenshots using ShareX Kindly check the following procedure using which you can take the screenshots Go to ShareX > Capture Choose the appropriate option according to you needs (e.g. if you want to take the full window screenshot then select Fullscreen) Once you take the screenshot it will start appearing in the ShareX control panel and using it you can access the
Remove multiple emails from send email box (Document Designer)
December 30, 2021
Article
Sometimes, a single record contains more then one email fields. When user try to send a document designers template via email to that contact, multiple email addresses shows up. In this article we will learn, how can a user Remove multiple emails from send email box while sending a Document Designer Template With a little bit tweaking with CSS, you can make only the primary email of the record to appear in the send email box For doing so, first you have to install a browser extension, by the name of stylus Stylus Stylus allows you to easily install themes and skins for many popular sites. Get Stylus for chrome Here Once Stylus is installed, configure the Stylus for send email dialog box using Stylus editor Configuring a new Stylus Following is the CSS changes that you have to configure in the stylus [data-module="PurchaseOrder"] {display:none;} Make sure to provide
Reminder and notification in VTiger CRM
September 30, 2021
Article
Automated reminders helps a business in multiple ways. Using it properly can yield a vast range of benefits, ranging from increase in revenue to the timely solution provided to the customers. Automated process will show you the reminders for any kind of call, interview, meeting, appointment etc. So you can not miss a single activity planned for the day. As most of the organizations are using some kind of CRM system, so mostly CRM systems comes with built in reminder functionalities. Reminder and notification in VTiger CRM can also help to avoid forgetting about upcoming tasks and events. With every passing day the business environment is becoming more and more dynamic. The exposure to the information is also growing at a rapid rate, resulting in the increased workload for the employees. Under the immense pressure of work, it is not unusual that once forgets about some of his tasks.. Reminder
Advantages of using Google maps in Vtiger
July 31, 2021
Article
It is demand of current business environment that the products and packages should be sent to the destination without any delays. Now, customers do not wait for days to get their packages delivered. Instead they will start looking for some other vendor, who can deliver the product faster. So, the companies are making their processes of geographically locating their customers more and more streamline. That is why, it is very common to see the use of google maps in the crm systems. Google maps integrated into the CRM helps in removing the uncertainties, when it comes to the locating of the opportunities and contacts geographically. The list of advantages of using google maps in Vtiger is a long one. But the benefits it can yield for the sales and marketing teams are worth mentioning Advantages of Google maps Improved Marketing strategies: Plan your marketing strategies based on geographical locations
Rearrange Related Lists and Blocks
June 16, 2021
Article
Related Blocks and Lists is a state of the art extension, that lets you add new blocks and lists in detail view of records using Module Layouts and Fields. While adding a new block or list, system asks where to place the block or list. It can be changed later on using Detail View Layout in the Module Layouts and Fields. This article is related to rearranging related lists and blocks using module layout. Let’s take a practical example: You created a new related block with the name of Vendors in the Contacts, at the time of creation it was placed at the bottom of contact details after “Profile Picture” block Now, you want to change it and place next to the “Basic Information”. To do so, go to Settings > Module Management > Module Layouts & Fields (or use VTExperts’ Menu Manager for user-friendly interface) Select Detailed View Layout Locate the related block for which you want
Adding Upcoming Activities Widget to the Dashboard
June 8, 2021
Article
Using the Vreports and dashboards, you can set up the upcoming events widget for all the user. At the main dashboard, you can add a shared upcoming activity widget and can also design seperate dashboards for different users and show the upcoming events related to that user only. Adding Upcoming Activities widget to the Dashboard, lets the user of the CRM check what activites are coming ahead, so they can better plan their day. Let’s take a practical example and see, How does it works. Using the admin user, I will create a dashboard for a user “Chris Garcia” and will set up an upcoming activity widget for the user that will show only the details regarding the upcoming activities for Chris Garcia Creating an upcoming activity report for the a specific user Go to Vreports and Dashboard and add a detailed report Configure the report and make sure to
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