vTiger Upgrade

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
Vtiger CRM 8.0.0 has been Released
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

Enhance Vtiger’s productivity with VTExperts

April 17, 2023
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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

Vtiger CRM 7.5.0 Changelog

December 29, 2022
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Vtiger CRM 7.5.0 Change Log Attention all VTiger CRM enthusiasts! The much-anticipated release of VTiger CRM 7.5.0 (open source) is finally here, packed with numerous improvements and new features. The standout enhancements of Vtiger CRM 7.5.0 include PHP 8.x support and Mail Converter Custom actions, which greatly elevate its functionality and efficiency Moreover, this update features an impressive tally of 45+ issue fixes and 30+ enhancement submissions, ensuring a more reliable and efficient experience. Without further ado, let’s dive into some of the most prominent new features, bug fixes and improvements of Vtiger CRM 7.5.0 Release Details Version: 7.5.0 Download Link: vTiger CRM 7.5.0 Release Date: November 24, 2022 Official Announcement: Vtiger CRM 7.5.0 GA Release — Vtiger Feature & Improvement Summary Features & Updates Vtiger CRM 7.5.0. now supports PHP 8.X The process of invoice creation is improved FastMail compatibility update Custom email converter actions are supported now Create recurring invoices from the detailed view reCAPTCHA v1 API

How to install Vtiger CRM

December 21, 2022
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In this guide, we will check how to install vTiger CRM system (Open Source)  on Debian 11 server. We will be using LAMP Stack for the installation. For installing the vTiger CRM system (Open source) you need to fulfill the following specs Linux server Debian 11 A user with root privileges Domain name pointed to your server Step 1: Installing LAMP Stack The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server First, make sure that your Debian repository is updated by executing the following command Once done, now install some packages and LAMP Stack using the following command After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status Make sure, that it shows the status of Apache2 and MariaDB as “Active” Step 2: Configuring MariaDB Server The second step encompasses

Vtiger CRM 7.5.0 has been released

December 1, 2022
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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

Vtiger CRM 7.4 has been Released

July 28, 2021
vtiger-7.4-open-source-released-features-changes
Article
The much awaited Vtiger CRM 7.4 GA is released now. It is a great news for the Vtiger CRM users, as plenty of new features are added in addition to the various major bug fixes. Vtiger 7.4 put emphasis on security and performance issues and most of the changes revolves around these aspects of the CRM system. You can download the VTiger 7.4 from here Download Link  Some of the most prominent changes in Vtiger 7.4 are listed below Comments are internal by Default in Vtiger 7.4 Secure format for passwords is enforced. Using it the password should be 8 characters long, with at least one number, one uppercase alphabet, one lowercase alphabet and one special character. Password regex format has been centralized. Now, user’s can also define their own standards in config_override.php file. So, it drastically increases the password strength as compare to the previous versions. Import now supports “Record

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

Vtiger 7.2 has been released

May 28, 2020
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There is a great news for VTiger CRM Users, as VTiger recently announced the GA release of Vtiger CRM 7.2.0. According to the official announcement, this new release primarily caters the performance and security issues. VTiger CRM  7.2.0 uses improved and effective mechanism to stop SQL injections, moreover significant improvements are made in file security aspect as well. Some of the main areas of emphasis of Vtiger CRM 7.2.0 are as follows

Guide to upgrade from VTiger 7.0.1 to 7.1

March 8, 2019
Article
Step by Step Guide to Upgrade from VTiger 7.0.1 to 7.1 To migrate from your VTiger CRM 7.0.1 to 7.1, we are providing you with a step by step guide. By following this guide you can easily migrate your database to VTiger CRM 7.1. For upgrading it you need the patch files from the official VTiger website. Then copy the patch files in the required directory and finally run the migration wizard. Even with all the precautions there are a number of things that can go wrong during the migration, so we advise that you make backup of your data before starting the migration. Before starting the process of migration make sure you understand the whole process and its technical difficulties. Moreover, do not put your database at risk and do not rush. If you have any doubts about the migration, let us do the job for you. Our expert

VTiger CRM 7.1.0 GA/Stable – Released

March 5, 2018
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VTiger 7.1.0 GA/Stable has just been released. According to official announcement there were 200+ key functional and at least 500+ usability issues closed/corrected. In addition, VTiger 7.1 comes with new customer portal, which uses  REST API instead of SOAP. Here’s the official vtiger announcement.   We are happy to announce the availability of Vtiger CRM 7.1.0 GA today. This release mainly targets on improving stability over the redesigned Vtiger 7 UI, which was rolled 10 months ago. Continuing the journey on the issues reported we have addressed 200+ key functional issues and knocked off at-least 500+ issues of usability or inconsistent behaviour that were present in earlier versions. Customer Portal add-on too gets a makeover with this release and is modelled using REST API instead of SOAP driven (old version). This adds much more capability to extend and makes it easier integrate with existing application much easier. We recommend the

VTiger 7.1 GA/Stable Release Date Confirmed [First Week of March]

February 23, 2018
Article
VTiger developers put in a lot of effort (with help from the community) in the past 2 months and make significant improvements to VTiger 7.1 code base. There were nearly 300 issues/bugs, few minor enchantments as well as new customer portal. The release of VTiger 7.1 GA/Stable is scheduled for 1st week of March, 2018. The latest code is already available in git, however we recommend to wait until final-repackaged version. Here’s what vtiger rep had to say. (for official vtiger announcement – click here) Dear members, Getting ready with a weekly wrap is now becoming interesting activity and I’m glad to see it being received with appreciation – which is a huge motivation. This week focus was more on addressing an blocker issues and those that trickled during early validation. Happy to see not many fell into this – which is a good signal for release. But most of

Vtiger V7.1 GA Release Update

January 31, 2018
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We just received an update from vtiger rep saying that the VTiger 7.1 Stable/GA version will not be released in January, 2018. Due to outstanding issues and fixed, the release has been pushed at least until March (not confirmed yet). We should know more, possible have a set date for VTiger 7.1 Stable release on 3rd week of February, 2018. Here’s an official post from vtiger: Hi All, We would like to update regarding Vtiger Opensource V7.1 GA. This version release delay as we need to address all the bugs those are reported in code.vtiger.com. We appreciate your patience and valuable contribution towards the release. We will confirm the release date in 3rd week of Feb month. regards, Satish.Dvnk Thanks

VTiger 7.1 RC Has been Released

January 8, 2018
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  There has been an update! Please click here: https://www.vtexperts.com/vtiger-v7-1-ga-release-update/ VTiger 7.1 RC has just been released. RC stands for Release Candidate, meaning that it’s not yet recommended for production yet, however it should be very close to what the VTiger 7.1 GA (Stable) version will be. Here’s official announcement from vtiger.com:   We would like to update you that Vtiger community edition V7.1 RC has been published in sourceforge.net which will includes the following features and fixed 100+ bugs Follow A Record (Following a record is a nice fashion of marking a record as a favorite. This will act as a shortcut to get to favorite or active records. By following a record you get updates on it as the users modifies the record). Duplicate Record Prevention (Prevent duplicate records in Vtiger from all sources by enabling the duplicate check) Webform Attachments (Allow user to attach files to web forms)

VTiger 7.0.1 Patch has been released

June 6, 2017
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VTiger 7.0.1 GA Release   VTiger 7.0 GA (Stable) was released on May 23rd, 2017, however the release had few critical bugs that needed to be addressed right away. On June 6th, 2017 VTiger 7.0.1 patch was released. Here’s the list of issues fixed: #546 – Unable to open the Mail Converter from the menu #554 – Migration errors from V6.5 to V7 #526 – google sync not working #559 – Project Summary Broken #552 – 1st Comment not show in summary #566 – Calendar Issues #517 – pie chart doesn’t have legend In addition to the above, we also have a few minor changes. #551 – Extension banner show also 6.x extensions #493 – change organization associated to opportunity from summary view   Latest source code can be downloaded from git or official vtiger website. If you already installed VTiger 7.0 – you will need to go through the

VTiger 7.0 GA (Stable) has been released

May 23, 2017
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VTiger 7.0 GA (Stable) Release   We are thrilled to announce the release of VTiger 7.0 GA (Stable). New version of VTiger  was completely redesigned and has new user interface(theme), which a lot more responsible and user friendly. In addition, it has many new features along with the security updates. To find out more – please see offical vtiger announcement.   VTiger 7.0 GA can be downloaded from vtiger.com. Official VTiger 7.0 GA (Stable) Download Link   VTiger 7.0 GA interactive demo is available as well, please follow the link below VTiger 7.0 Open Source Live Demo   The upgrade patch for VTiger 6.5 to 7.0, has already been released and the instructions can be found below. Step by Step Guide to Upgrade VTiger 6.5 to VTiger 7.0   Our VTiger Extension Pack has been already converted and will work with VTiger 7.0 right away. Note, that not all of the extensions have been

Step by Step Guide to Upgrade to VTiger 7.0

May 21, 2017
Article
VTiger 7 upgrade path is very similar to earlier versions. You will need to download the patch, extract it, backup your files/db and run the VTiger 7 migration wizard. This article provides step by step instructions to upgrade to VTiger 7.0. VTiger 7 has a completely redesigned user interface and a lot of new features. If you haven’t had a chance to test drive vtiger 7 – you can play around with our demo. VTiger 7 Open Source Demo Link If you are a ‘do it yourself’ type of person  and have enough knowledge about VTiger and its’ upgrade process – you should be able to do it yourself. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading VTiger to the latest version.   #1: Creating Backup of

VTiger 7 Alpha Released. New Layout, Functionality & More!

December 8, 2016
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VTiger 7 Alpha is now available!     VTiger has just pushed the code for VTiger 7 open source to their git repository. From what we know, this development is in early stage and should NOT be used for production. This is a developers release and has not yet been published on vtiger.com.   To download and install VTiger 7 open source – you will need to be familiar with cpanel/ssh. The files are available below: GIT Repo for VTiger 7: http://code.vtiger.com/vtiger/vtigercrm/tree/7.0.0 Download the zip, extract and install it on your server. Please note, this is NOT production version.     VTiger 7 Highlights We don’t have  an official feature list, but from what we’ve seen it’s going to be similar to the below: PHP 7 compatibility New and improved Layout (Responsive?) Redesigned Field Editor Round Robin More intuitive workflow interface Colored picklist values Redesigned & configurable Menu Editor Opportunity to Project

How To Upgrade VTiger From Version 6.4 To 6.5

October 14, 2016
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The dynamics of current business practices are changing at a rapid speed and due to these frequent variations in processes and procedures, the need of new and improved features is escalating. VTiger in the regard of upgradations is doing an exceptional job. VTiger philosophies regarding bringing an update are solely based on providing more assistance to the customer. This guide is tended for users who want to upgrade their VTiger CRM from version 6.4 to 6.5. Users looking for upgrades of previous versions can visit this link. While performing an update on the VTiger CRM, we recommend to seek assistance of an expert. We, at VTiger Experts, provide solutions to every problem related to VTiger CRM including upgrades and we feel proud to deliver our services. But, if you want to do it alone, this guide is for you. Note: This guide is specific for Upgrading VTiger 6.4 to VTiger 6.5. 1.

How To Upgrade VTiger CRM From 6.3 To 6.4

September 27, 2016
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Upgrading VTiger CRM From 6.3 to 6.4 To keep your organization up to date with the modern technical standards has become mandatory, since the competition has risen. VTiger CRM also needs to evolve with the flow of time in order to keep providing excellent support. VTiger, being a complex CRM, always keeps enhancing via updates, and it is only reasonable to upgrade to the latest version. However, the process is not very simple, especially for those who had not done it before. But, if you decide to perform the update of VTiger CRM from version 6.3 to 6.4, this article will guide you through the process. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading, implementing, and customizing the VTiger CRM, no matter what version it is. Note:

VTiger CRM 6.5.0 (hotfix – 20160714) Released

July 14, 2016
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VTiger 6.5 Hotfix (20160714)   There were few critical issues reported, right after the release of VTiger 6.5 which have been addressed in the latest hotfix. Detailed hotfix release notes below. Related to Currency Formatting which was troubling re-editing of records on UI. Third-party library fixes for PHP 7 compatibility – for the modules below Mail Manager “Add Action” section is missing/unusable Failure to load email folders Importing Module Customer Portal (non functional) Quotes/Invoices/SO (line item popup doesn’t show any products) Custom Modules (can’t properly install custom modules(including PDF Maker) Calendar (relabeled “Activity Types” widget) You can find more details on this milestone.   How to Apply the hotfix   Hotfix does not require going through the upgrade process, see the steps below. Download hotfix: vtigercrm-650-hotfix-20160714.zip Extract the hotfix and overwrite VTiger 6.5 files If you are upgrading to to VTiger 6.5 – you don’t need to apply this hotfix as

VTiger 6.5 GA Released with 40+ Issues & 45+ Merge Requests Included!

July 5, 2016
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VTiger 6.5 GA Is now Available!   VTiger is happy to announce GA release of Vtiger CRM 6.5.0. In this version, there were 40+ issues & bugs fixed as well as 45+ merge requests accommodated. Most of the changes were to make VTiger more stable, secure & bug free. The credit goes to the community who contributed to the release the most.   VTiger 6.5 Release Highlights (Major) Customer Portal password encryption PHP 7 compatibility MySQL (STRICT_TRANS_TABLE) compatibility (default in 5.6.x) URLs in workflow emails are now clickable ($(general : (VtigerMeta) crmdetailviewurl)) Report Date formats (mm-dd-yyyy and yyyy-mm-dd) User Preferences (Only authorized user can change other preferences) Default Grouping Separator (causing currency fields to save with extra 00s.) Emails (minor fixes in formatting and emailing) Lead Convert Custom Action (Execute custom functions when lead is being converted) Improved Logging Minor Layout Improvements (cache, icons, header support) Default sorting order on

Upgrade Guide: VTiger 6.2 To VTiger 6.3

June 23, 2016
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This guide will walk you step by step through the procedure of migration of VTiger 6.2 to VTiger 6.3. As the process is known to be pretty technical and quite complicated, you might want to get an expert for the procedure. We, here at VTExperts, provide all VTiger related services including Upgrading CRM from any to any version. But considering that you may feel to give a go at it by yourself, we are glad to explain the procedure in thorough details here. The following step-by-step guide is applicable only for the Upgrade from VTiger 6.2 to VTiger 6.3.   Create a Backup of VTiger Database It’s very important for the obvious reasons; you’d not lose your important data in case things go south.   Acquire the Patch File for VTiger 6.3 Upgrade Now you’ll need the Patch that contains the necessary files. You can download the patch from VTiger’s official page or here’s

Upgrade Guide: VTiger 6.1 to VTiger 6.2

April 23, 2016
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We understand that you won’t like to get stuck with the older versions of VTiger CRM. As to enhance your business’s productivity and reinforce the quality of support services, comprising at something lesser than the best is obviously not an option. We also understand that VTiger CRM is a complex tool that contains almost all of the crucial/semi crucial information of the company. Upgrading the CRM to more suited versions is mandatory, yes, but trying to do so without an expert on your side is not a good idea. Still, if you plan to have a go at it by yourself, we designed a thorough guide that will help you to Upgrade your CRM from VTiger 6.1 to VTiger 6.2. If you are not comfortable performing the upgrade yourself, VTiger Experts are always at your service, no matter what type of upgrade, implementation, or customization it is. The following step-by-step