advance comments

Collaboration tools by VTExperts for Vtiger CRM

November 24, 2022
Article
Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use

Add Custom Fields In Comments In VTiger 7

July 6, 2018
Article
In Vtiger 7 user can add color comments by using our Advanced Comments extension. It is simply an enhancement to existing comments functionality. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. In addition, comments are highlighted based on the configured picklist value, which makes it even more useful. In addition, it supports rich text formatting in comments     How to Add Custom Fields in Comments   Go to Menu > Settings > CRM Settings > Other Settings > Comments(Advanced). Name the picklist and click on the Green button next to the save button to add a new Custom Field.  Click on the “+ Add Value” button to add a new Custom Field.  Enter a value name and select a color.  Here you can see the added Custom Field.  For further help. contact us on help@vtexperts.com. We’ll be glad to be of service.

Color Code Comments In VTiger 7

March 26, 2018
Article
In Vtiger 7 user can add color comments by using our Advanced Comments extension. It is simply an enhancement to existing comments functionality. It adds up to two picklist fields to the comments section and allows the user to “categorize” comments added. In addition, comments are highlighted based on the configured picklist value, which makes it even more useful. In addition, it supports rich text formatting in comments. How to Color Code Comments Go to Menu > Settings >> CRM Settings >> Other Settings >> Comments(Advanced). Name the picklist and click on the Green button next to the save button to configure the color comments.     Click on the “+ Add Value” button to add a new picklist value.     Enter a value name and select a color.     You can add a color comment by selecting the Picklist(For this example Reason).     Here you can see the color comment.     For further help.
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