Macros for VTiger is an Extension that provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View – with just a single click. It enables a “Macros” button (Trigger) and indication icon when the macro has been executed.

How to Execute Multiple Actions with One Click

• Go to Menu >> Settings >> CRM Settings >> Extension Pack >> Macros. Click on the “New Workflow” button.

• Add the workflow name and the Target Module.

• Add Actions, this will be executed when the Macros will be clicked. You can add Multiple actions which then can be executed with a single click.

• Add the action title, start time and the start date then click on the Save.

• You can see the Macro button in the records. Click on the desired Macro to trigger the workflow.

• Here you can see with a single click a Mail has been sent to the client and a Event is also created.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.