customization
Optimizing Vtiger’s Order Management with VTExpert’s plugins
August 6, 2024
Article
Order management is a primary function of any business that is offering products or services to its clients. Order management effectiveness ensures that orders are fulfilled accurately and promptly, leading to increased customer satisfaction and repeated sales. In this article, we will check the significance of order management in CRM and how it can assist businesses in streamlining their sales processes. Moreover, we will also explore how can we optimize Vtiger’s order Management with VTExpert’s plugins Vtiger CRM and order management Vtiger CRM is a flexible CRM software that offers a wide range of functionalities to assist businesses in managing their customer relations and interactions. One of the highlights of Vtiger CRM is its order management capability. Vtiger facilitates streamlined management of sales orders and monitoring of the order fulfillment process from inception to completion. With Vtiger CRM’s order management functionality, businesses can easily create, manage, and track their sales
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
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
Optimize Vtiger scheduling with VTExpert’s tools
June 1, 2023
Article
Maintaining an organized schedule and appointments is crucial for running a business smoothly. One effective way of doing this is by using Customer Relationship Management (CRM) software such as Vtiger. However, to get the most out of Vtiger’s scheduling features, sometimes additional scheduling tools may be necessary. VTExperts developed various extensions that extend or enhance Vtiger’s calendar features. In this article, we will look at how can you optimize Vtiger scheduling with VTExpert’s tools Vtiger Calendar Vtiger offers several calendar and scheduling features that help businesses manage their time efficiently and optimize their operations. Here are some of the crucial calendar and scheduling features offered by Vtiger Shared Calendar: Vtiger provides a shared calendar, which can be accessed by multiple users in an organization. This feature can help businesses avoid scheduling conflicts and ensure that everyone is on the same page. Recurring events: Vtiger calendar also allows users to create
Enhance Vtiger’s productivity with VTExperts
April 17, 2023
Article
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
Streamline communication with VTExperts Email template designer
March 7, 2023
Article
Using the email templates user can present the data, the way you want, It also allows users to customize the emails as per their requirements while keeping the amount of work and effort put to build it to a minimum. Without a doubt, email templates are an incredibly powerful digital tool. They save time and effort, and moreover increase consistency and accuracy. In addition to this, email templates can be used for a wide range of purposes, from sending out regular newsletters to email campaigns for launching a new product. In this article, we will explore the versatility of email templates and how can you streamline communication with VTExperts Email template designer Advantages of using email templates Here are some prominent advantages of using email templates The standout advantage among others is the customizability of email templates, which proves to be a powerful tool. In a world where people receive countless
Vtiger CRM 7.5.0 Changelog
December 29, 2022
Article
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
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
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
Advantages of FAQ’s Section
November 11, 2022
Article
In the current era of development, there are several ambiguities that one needs to clarify. Perhaps, in this fast pace of the race and some natural constraints, one can not afford to get the issue sorted in a huge time frame. To avoid time constraints and increase operational efficiency, we have FAQs (Frequently Asked Questions). There is no denying the fact that the list of advantages of FAQ’s section is a long one. In the Corporate world we have different industries and so do different problems. To provide a quick solution, Companies now design a module/department that provides support. FAQs is a subdomain of this department. Issues that are usual, time-consuming and can easily be resolved, come under the FAQ. When a company provides some services, they do know what could be the possible issue that their target audience can face. How does FAQ help? To minimize the response time
How Vtiger CRM assists in Sales
August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know
Job Scheduler New Feature – Color Tiles based on Activity Type
July 18, 2022
Article
Calendar is an integral part of Vtiger CRM system and every Vtiger CRM user make use of calendar in one or another way. Job Scheduler for Vtiger 7 by VTExperts increases the utility of calendar by offering additional features. Previously, users were only able to color differentiate the events based on their status only. Now, for the user convivence we have introduced a new feature in Job Scheduler extension, using it the user will be able to color event tiles based on the Activity type as well. So, you can color event tiles based on activity type as well How to configure colors based on activity type of calendar tiles Click on the “Calendar” icon on the top right corner of the screen Click on Settings Select “Yes” in the “Use Activity Type Colors” option Now the same type of calendar events will be shown in similar color For example:
VTExperts PDF template Tracker
July 7, 2022
Article
PDF’s are an integral part of digital documentation. Either you are a freelancer who is working alone or managing a big team, you will definitely come across pdf. Same is the case with VTiger users as well, from invoices to the birthday wishes to you valued customer, everything can be sent to the recipient using the PDF templates. But, here comes a question that can a standard Vtiger functionality tracks a pdf templates? The answer is “No”. That is why VTExperts provide a special customization using which user can track the PDF templates send from the VTiger CRM system. In this article we will check how VTExperts PDF template Tracker Customization works. PDF templates shows the list of PDF templates that are sent from the VTiger CRM. It automatically generates a record whenever a pdf template is sent from the CRM How VTExperts PDF template Tracker customization works To understand the
Google API key generation
July 6, 2022
Article
API key – An alphanumeric string that is used to connect your projects with the google billing account using the specific API or SDK. In this article we will go through the process of google API key generation. How To Create A Google API Key Follow these simple steps in order to create a Google API Key: Go to https://console.developers.google.com/apis/credentials?project=primordial-will-248203&supportedpurview=project Click “Select a Project” It will open a Pop up, click “New Project” You’ll be directed to “New Project” creation page. Fill in the required info in the available fields: Project Name: Set your project’s name. Clicking “EDIT” will allow you to change Project ID which can’t be changed after. Organization: It will automatically select the organization according to your email. Location: You can choose another organization from the list if there exist multiple of those. Click “Create” to complete creating the new Project. Select API Type And Activate API
Customize Vtiger CRM’s Navigation bar
April 20, 2022
Article
Any CRM’s primary goal is to improve user experience, and navigation bar/Top bar is one of the most prominent area that appears on every page. The same applies to VTiger 7 CRM. A sloppy navigation bar makes the CRM hard to navigate, while wasting a lot of useful on the screen. This in turn deteriorates the purpose of having a UX-friendly Navigation bar – at all. Navigation bar should be simple, yet accommodate all the elements that are helpful for the users to navigate through the CRM system. In this article we will look at how to customize VTiger CRM’s navigation bar/top-bar with its icon and content and use it to its fullest potential. The process in a nutshell is: 1. Download file This first step is to download and extract the files that will be required to modify the top navigation bar in VTiger. You can download the files
Availability Switch for Users in Vtiger
March 14, 2022
Article
Availability Switch for Users in Vtiger is a customization that allows to make a user available/unavailable for the “assigned to” field. if a user is unavailable then records cannot be assigned to that specific user. For example, if one of the CRM user is on leave, then the status of that user can be switched to unavailable and no records can be assigned to that user. Available/Not-Available switch After the customization each user will see available/unavailable switch top right corner of the CRM window. Using it they can tag themselves as Available and Unavailable. If the user is unavailable then tht user cannot be selected in “Assigned to” field When the switch is in Available state that means the records (Tickets Leads Contacts, etc.) can be assigned to that user When the switch is in Not-available stat that means the records (Tickets Leads Contacts, etc.) cannot be assigned to that
Calculate birthday and send email in Vtiger 7.4
January 11, 2022
Article
VTiger 7.4 introduced some new email actions functions, one of them is substring. Using the substring function, now user can calculate birthday and send email in Vtiger 7.4 using workflow. Let’s take a look at how user can calculate a records birthday and send an automated email with birthday wishes to that client. In order to do so, first you have to create three more fields in addition to the default Birthday field 1- Date of birth: This fields shows the actual date of birth of the contact 2- Today – Month Date: You have to create a text type field, that will show current month and todays date 3. Birthday – Month Date: You have to create a text type field, that will show the birthday month and date 4. Is birthday today: This is a text field, whose value will be either “Yes” or “No” depending if its
Vtiger CRM dashboard and its uses
September 30, 2021
Article
While choosing a CRM system, one of the most looked feature is dashboard. The dashboard is used to provide a quick picture of updates. For example, sales activity, support ticket responded, key performance indicators etc. Talking about the CRM dashboards, the things that comes to the mind are graphs, charts, reports etc. as they are the key components of any dashboard. What makes dashboards a good tool, is the ability to customize them extensively. This allows users to highlight only those metrics that are most used or searched most. Dashboards also allows to track the progress on different aspects of the business. Viger CRM also provides dashboard, which can be used to achieve the motives discussed earlier. In this article, we will look at Vtiger CRM dashboard and its uses. Elements of Dashboards Lets start with what elements should be included in the CRM dashboard. Following are some of the
Reminder and notification in VTiger CRM
September 30, 2021
Article
Automated reminders helps a business in multiple ways. Using it properly can yield a vast range of benefits, ranging from increase in revenue to the timely solution provided to the customers. Automated process will show you the reminders for any kind of call, interview, meeting, appointment etc. So you can not miss a single activity planned for the day. As most of the organizations are using some kind of CRM system, so mostly CRM systems comes with built in reminder functionalities. Reminder and notification in VTiger CRM can also help to avoid forgetting about upcoming tasks and events. With every passing day the business environment is becoming more and more dynamic. The exposure to the information is also growing at a rapid rate, resulting in the increased workload for the employees. Under the immense pressure of work, it is not unusual that once forgets about some of his tasks.. Reminder
Importance of a good search tool
July 31, 2021
Article
Search tool provides a long list of benefits, ranging from smooth user experience to navigate to the different pages easily. It is a must have for all the CRM systems out there. As it is considered to be the most vital feature for a CRM. User can find and access data located in different modules by searching the key words and phrases in the search bar. With hundred of organizations and thousands of records residing in different modules, a well configured CRM, still faces issues in searching for the right data because of the sheer amount of data present. In such situations a good search tool can help your users to navigate to the right data. In this article we will look at the Importance of a good search tool A good search tool not only saves the time for the users but also enhances the user experience. If you
Advantages of using Google maps in Vtiger
July 31, 2021
Article
It is demand of current business environment that the products and packages should be sent to the destination without any delays. Now, customers do not wait for days to get their packages delivered. Instead they will start looking for some other vendor, who can deliver the product faster. So, the companies are making their processes of geographically locating their customers more and more streamline. That is why, it is very common to see the use of google maps in the crm systems. Google maps integrated into the CRM helps in removing the uncertainties, when it comes to the locating of the opportunities and contacts geographically. The list of advantages of using google maps in Vtiger is a long one. But the benefits it can yield for the sales and marketing teams are worth mentioning Advantages of Google maps Improved Marketing strategies: Plan your marketing strategies based on geographical locations
Why Businesses are Adapting CRM
June 18, 2021
Article
The usability and benefits of a CRM system cannot be denied. It helps the growing organizations to manage their resources and time more accurately, that is why more and more firms are adopting CRM systems. Now, people are more aware of the wonders that technology can do. This sets the ground to adapt CRM systems, as it is a beneficial decision regardless of the type of business. In this article we will look at why businesses are adapting CRM and what makes the VTiger CRM system a solution that you need. The very first question that arises in the mind of the users is “how adapting a CRM system is beneficial for them?” In answer to this question, following are some reasons that will help you to understand the need of a CRM system Centralized data hub: Using the CRM, users can keep their data at one place. That makes
Office365 Outgoing Server Sends Special Characters
June 17, 2021
Article
It is observed that sometimes when an email is sent using Office365 outgoing server in VTiger 7 CRM it replaces some of the alphabets or umlauts with special characters in the email. In this article we will show you how to tackle the problem of Office 365 showing special characters in VTiger Note: To see the Office 365 outgoing server settings, kindly check “How to Configure Outgoing Server in VTiger” link For example The email that is received to the user is showing additional special characters that were never included into the email This error is caused by the core Vtiger or office365 code. In case, you are facing this problem then you can resolve it using following information Make sure to while creating a new instance of VTiger Mailer, change PHPmailer encoding to the provided encoding in Config.inc.php Code 27 * Constructor 28 */ 29 function __construct() { 30
Rearrange Related Lists and Blocks
June 16, 2021
Article
Related Blocks and Lists is a state of the art extension, that lets you add new blocks and lists in detail view of records using Module Layouts and Fields. While adding a new block or list, system asks where to place the block or list. It can be changed later on using Detail View Layout in the Module Layouts and Fields. This article is related to rearranging related lists and blocks using module layout. Let’s take a practical example: You created a new related block with the name of Vendors in the Contacts, at the time of creation it was placed at the bottom of contact details after “Profile Picture” block Now, you want to change it and place next to the “Basic Information”. To do so, go to Settings > Module Management > Module Layouts & Fields (or use VTExperts’ Menu Manager for user-friendly interface) Select Detailed View Layout Locate the related block for which you want
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