vTiger Tweaks

vTigerCRM 6 RC Is Now Available!

December 19, 2013
Article
vTiger CRM 6 RC Has finally arrived! vTiger CRM 6 is a complete overhaul of the previous versions. vTiger CRM 6 has more modern and elegant look, a lot of improved functionality such as ability to add & link records on the fly, be able to see the records in a summary view, a more efficient way of seeing updates & linked activities as well as improved field & related list manager and many more.. The Installation of vTiger CRM 6 RC is a straight forward operation. Before you start the vTiger CRM 6 RC Installation – make sure you server is compatible with it. Make sure that your server has: Apache 2.1+ MySQL 5.1+ PHP 5.2+, 5.3 php-imap php-curl php-xml max_memory (min. 256MB) max_execution_time (min. 60 seconds) Once confirmed – move on to the vTiger CRM 6 RC Installation. 1. Download vTiger CRM 6 RC from one of the links

VTiger CRM 5.4 to vTiger CRM 6.0 Upgrade/Migration Tool

December 9, 2013
Article
Long waited vTiger CRM 5.40 Upgrade/Migration Tool to vTiger CRM 6.0 has been released. Since there’s no stable or RC version of vTiger CRM 6.0 – this migration/upgrade tool only works with the beta version. According to vTiger CRM developers, this should not be used for production and is only for testing purposes, however if you want to move quickly and can not wait for RC/Stable version – you should be able to upgrade your vTiger CRM 5.40 to vTiger CRM 6.0. We’ve done few migrations already and it seems to be working as expected. The migration/upgrade process is quick and easy to perform, however if you don’t feel comfortable doing it – feel free to contact us and we’ll help you out. First and the most important step is – backups.You have to take a backup of you existing vTiger CRM database and the file structure. The way the

How to Create a Custom Module In vTigerCRM 6?

September 25, 2013
Article
vTiger 6 came out with a very useful and easy to use tool to create custom modules. Unfortunately, the tool is not part of the user interface, however with a very little knowledge of unix and ability to navigate using SSH connection – you will be able to create a vTiger custom module within few seconds. Firs thing you need to do is find out how to connect to your server via SSH. For those how are using shared hosting, it is not always an option, so you should check with your hosting provider if this option is available. Assuming you have access and know how to connect, go ahead connect to the server and navigate to your vTiger directory. The tool is located at /yourvtigercrm6/vtlib/tools/ folder, go ahead and navigate to that folder, assuming you are in your vTiger6 folder, you would just do cd  vtlib/tools/ There is a file

How to Change Default “Select Popup” Columns in vTiger?

August 30, 2013
Article
Out of the box vTiger does not allow users to configure the “Select Popup” columns using the interface.  The work around requires some knowledge of vTiger database structure and basic php skill. The “Select Popup” is a popup which shows up when you click “Select Products” or “Select Services” or when you click on any “Select” button on the system. Note, once you change the columns for one module – the same columns will be displayed system wide. For example, if you change “Product” columns – every time you “Select Product” – customized columns will show up. The procedure below describes how to add “Product Category” to the “Select Popup” in vTiger. Go to “/vtigercrm/modules/Products“ Open “Products.php” with your favorite text editor Find the function “$list_fields” and add the desired field label, table and field name. Again, this requires some knowledge of database and php, but you should be able

How to Create Description Type Field/One Column Layout in vTiger?

August 30, 2013
Article
By Default vTiger does not allow to create “Description Type” fields using the “Field Layout Editor“. The “Description Type” vTiger field is a field which takes up the whole row in the block and no other field can be added next to it. In order to add the “Description Type” field in vTiger, you will have to: Create a “Text Area” Custom field. It’s just a custom field but the type is “Text Area” Next, you will need to modify the database. If you don’t feel comfortable doing that, please contact us and we’ll help you out with it. Connect to your vTiger MySQL Database Open table “vtiger_field“ Find the fields you just created set “uitype” to “19“ Save the changes and refresh the record screen. You will notice that the custom fields are now stretching through out the entire block. Note, you can also accomplish “One Column Layout” view

How to Change vTiger Global Search Result Columns/Fields?

August 30, 2013
Article
Out of the box vTiger does not have an option to change the Global Search Result Columns/Fields in the User Interface, however there’s a way around. Basically – you need to create a vTiger filter and specify the columns you want to see. Note, the filter does not have to be set as default, but has to be public. In addition, in order for it to work, you will have to create filters for all the modules you want to use in the search, in other words, the filter you create will be used to display search results, and if the filter does not exist, it will not show any results, so again each module that you want included in the search should the the filter created. The filter name should be the same for all modules. Once you have the filters created, the next step is to specify which

How to Change Default Trouble Ticket Order In Listview?

August 30, 2013
Article
Out of the box vTiger does not have a Graphical user interface to control the default sort order for listviews. Each business is different and everyone has their own needs. In order to change the default sorting order on Trouble Tickets listview – you will have to modify few files. First, we need to set the default sorting field and order. Go to /vtigercrm/modules/HelpDesk/ Open file “HelpDesk.php” Find a line which has “var $default_order_by” and change the value to preferred sort field. Note, it should be field name and not the field label. The line below will be “var $default_sort_order” – By default it’s set to DESC (descending order), it can be changed to ASC (ascending order) if needed. Once changes are made, save the file. Second, we need to enable the default sort order. Go to /vtigercrm/ Open file “config.performance.php” Find line which as “‘LISTVIEW_DEFAULT_SORTING‘” and change it to

How to Hide “Contact Image” Field in vTiger?

August 29, 2013
Article
By default the “Contact Image” field on the Contact screen is active, and unfortunately you can not hide or deactivate it using the Field “Layout Editor“. Most business don’t collect contact images and this field/section just takes up valuable screen space. In order to remove it, you will have connect to the MySQL Database and run the query which will hide the field. Make sure you have a backup before you run any queries on the database. UPDATE `vtiger_field` SET `presence`=’1′ WHERE `fieldlabel` =’Contact Image’ AND `tabid`=’4′ AND `fieldname`=’imagename’ AND `fieldid`=’108′;

How to Change Default “Related To” From Organizations to Contacts?

August 28, 2013
Article
Out of the box vTiger does not support setting the default “Related To” dropdown values. The “Related To” dropdown is used in many modules such as “Trouble Tickets”, “Opportunities”, “Projects”, “Service Contracts”, etc… In order to change the default “Related To” value from Organizations to Contacts, you will have to adjust the database. Note, if you are not familiar with MySQL and the database structure, you are better off having someone else do it. We would be glad to help – Contact us. The table that needs to be modified is ‘vtiger_fieldmodulerel‘. Open the table and you will see the first 2 rows are: You need to change the “relmodule” value to switch “Accounts” with “Contacts” and “Contacts” with “Accounts“. Whenever you start a new Opportunity/Potential the default “Related To” value will be the the first one for the “module”. The end result should be: Again, if you need help

How to Change Field Labels in vTiger?

August 28, 2013
Article
Unfortunately vTiger does not have an option to change the field labels using the user interface. However, there are few ways to do it. Let’s say we want to modify the field label for Account field “Rating”. The first and the easiest method is to modify the vTiger language file and replace the existing field labels with new ones. Go to “/vtigercrm/modules/Accounts/language/“ Open “en_us.lang.php” with your favorite text editor Find the word “Rating” and replace it with the new label. Save the file and refresh the Contact screen – the new label should show up. The second method requires knowledge of MySQL database structure, so if you are not familiar with tables and field, you are better of going with method one or three. Connect to your vTiger database Find table ‘vtiger_field‘ Run the query ‘select * from vtiger_field where fieldlabel=’Rating’;‘ Edit the row and change the fieldlabel value to

Activate or Deactivate Comments Section/Block in VTigerCRM

August 6, 2013
Article
Some people find the comments section in vTiger rather annoying, because if you are not using it – it just takes up your valuable screen space. By Default there is no way to disable or enable the comment section on any module. In order to remove or add the comment block you will have to use a custom script which will either activate or deactivate the “ModComments” section.  Let’s say if you would want to remove comments section from Leads views, you would: Download Deactivate Comments for Leads Extract the zip file Place “Leads – Deactivate Comments.php” in your vTiger directory Execute the script – which is to open the file in your browser. If your vTiger URL is ‘http://www.vtiger.com/myvtiger’ then you should open ‘http://www.vtiger.com/myvtiger/Leads – Deactivate Comments.php’ and that will remove the comments section for Leads.   List of scripts to Activate/Deactivate Comments in vTiger: Activate Comments for Contacts Deactivate Comments for

Invoice/Quote/Sales Order Default to Service instead of Product.

July 18, 2013
Article
By default when you start Invoice, Quote or Sales Order the item defaults to products. This is not convenient for businesses who are oriented towards services, however there’s a quick tip how to change the first line item to services. We strongly recommend to backup vTiger files and database before doing any changes to code/database. Navigate to “vtigercrm/Smarty/templates/Inventory/ProductDetails.tpl” Go to line 172, the line should be: <img id=”searchIcon1″ title=”Products” src=”{‘products.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”productPickList(this,’{$MODULE}’,1)” /> Change it to: <img id=”searchIcon1″ title=”Services” src=”{‘services.gif‘|@vtiger_imageurl:$THEME}” style=”cursor: pointer;” align=”absmiddle” onclick=”servicePickList(this,’{$MODULE}’,1)” /> Save files and you are set.

Add “Last Modified By” Field

July 18, 2013
Article
By default the “Last Modified By” field is hidden in vTiger, however all the functionality and the actual field is there. In order to unhide it you will have modify the database. We strongly recommend to backup vTiger files and database before doing any changes to code/database. You will need to run the query below: UPDATE vtiger_field SET presence=’0′, displaytype=’1′ WHERE fieldlabel=’Last Modified By’ AND columnname=’modifiedby’ AND tablename=’vtiger_crmentity’; Note, this query will enable Last Modified By field for ALL the modules, if you wan’t to enable it for just one module you will have to add “AND tabid=’Tab ID goes here’”; You will have to lookup tabid for the specific module in vtiger_tab.
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