Google Drive Integration for VTiger makes it very easy to access documents stored on Google Drive without leaving from the VTiger CRM. It fully integrates the two applications, by assigning Google Drive folders to VTiger records. Folders/Files are then accessible directly from VTiger, where you can view them in a “list” or “Gallery” view. In addition, when you click on the document/folder/file – it will open Google file viewer/editor which allows to edit files without downloading to your computer. (Files supported include Word, Excel, Text & much more).
Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger.
Here are some of the key features that make our extension unique.
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/google-drive-integration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
Google Drive Integration for VTiger makes it very easy to access documents stored on Google Drive without leaving from the VTiger CRM. It fully integrates the two applications, by assigning Google Drive folders to VTiger records. Folders/Files are then accessible directly from VTiger, where you can view them in a “list” or “Gallery” view. In addition, when you click on the document/folder/file – it will open Google file viewer/editor which allows to edit files without downloading to your computer. (Files supported include Word, Excel, Text & much more).
Integration supports all modules, meaning that you can assign folders to any record e.g project, opportunity, order and access the folder while in VTiger.
Here are some of the key features that make our extension unique.
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/google-drive-integration (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
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