Global Search
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
Guide to Upgrade from VTiger 7.1 to 7.2
July 15, 2020
Article
Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions. Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2.  Note:  You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by
Customize Global Search In VTiger 7
September 6, 2018
Article
Global Search can search from all the modules and records and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Customize Global Search Go to Menu > Settings > CRM Settings > Extension Pack > Global Search. Select the module. You can include and exclude certain fields from being searched. In arrange section you can actually arrange in which order the search results will show up. For further help, contact us on help@vtexperts.com we’ll be glad to be of service.
Include Phone, Email (or any other field) in VTiger 7 Search
October 18, 2017
Article
Take a look on how you can search from all the modules and records by using Global Search extension and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Include Phone, Email in VTiger Search First install the extension Global Search form Extension pack for VTiger To include search fields in Global Search. Go to the “CRM Settings“. Select the “Other Settings” and click on the “Global Search“ Select a module that you want to add the search fields to and select the desired field. Add the field name on the given space to add the field. Search and select the desired field that you want to include in the Global Search. After adding the fields click on the “Save” to save the changes.