Roll-up Extension for VTiger was designed to calculate/rollup fields from related to primary module. One of the most commonly used example is being able to see total amount for all the invoices on the Organization record, or better yet – total balance (unpaid invoices). This extension allows the system admin to create workflows that will roll-up the information from one module to another.
It supports functions such as SUM,MIN,MAX,AVG,COUNT and integrates directly into VTiger standard workflows, meaning that you will be using workflows to create a roll-up. It’s compatible with all standard and custom modules and unlimited rollups can be created e.g Unpaid balance of all invoices on the organization, total time spent on tickets for last month, etc..
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.
VTiger 6 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/rollupcalculate-fields (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
Roll-up Extension for VTiger was designed to calculate/rollup fields from related to primary module. One of the most commonly used example is being able to see total amount for all the invoices on the Organization record, or better yet – total balance (unpaid invoices). This extension allows the system admin to create workflows that will roll-up the information from one module to another.
It supports functions such as SUM,MIN,MAX,AVG,COUNT and integrates directly into VTiger standard workflows, meaning that you will be using workflows to create a roll-up. It’s compatible with all standard and custom modules and unlimited rollups can be created e.g Unpaid balance of all invoices on the organization, total time spent on tickets for last month, etc..
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.
VTiger 6 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/rollupcalculate-fields (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
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