vtiger 7
Guide to upgrade to Vtiger 7.4
September 30, 2021
Article
As, we all know the Vtiger 7.4 GA is released and migrating to it quite similar to the previous Vtiger versions. First of all, download the patch file from the official website and extract it. Make sure to create a back up of the files/database and then run the migrating wizard. In this article we will going to see, how can a user migrate to Vtiger 7.4 from Vtiger 7.3? Note: You cannot upgrade VTiger CRM directly from version 7.2 to 7.4. You have to follow the upgradation path 7.2 > 7.3 > 7.4 We will only advise you to carry out the process of migration, if you have good enough knowledge regarding how the migration process takes place. In case, you want to avoid all types of risk and want a complete, up and running migration, then do not hesitate to contact us. We have an experienced team of
VTExperts Extension Pack is Fully Compatible with VTiger 7.4
September 30, 2021
Article
Vtiger 7.4 has been released. there have been a number of changes like new workflow expressions, secure passwords, import via record number, HTML injection fix, mass calendar edit, default internal comment etc. In addition to the new features, your favorite extensions have also been upgraded to support the latest upgrade of VTiger open source. In case, you want to check the details regarding the changes made in Vtiger 7.4, then do visit the article: Vtiger 7.4 open source change log VTExpert’s extension pack compatibility with Vtiger 7.4 In regard to the release of Vtiger 7.4, VTExperts made sure that all of the extension that were previously compatible with the Vtiger 7.x are fine tuned and made fully compatible to Vtiger 7.4. As now, VTExperts extension pack is fully compatible with VTiger 7.4, so you can use the VTExpert’s extension pack to its full potential on Vtiger 7.4. In case you face
Vtiger CRM 7.4 has been Released
July 28, 2021
Article
The much awaited Vtiger CRM 7.4 GA is released now. It is a great news for the Vtiger CRM users, as plenty of new features are added in addition to the various major bug fixes. Vtiger 7.4 put emphasis on security and performance issues and most of the changes revolves around these aspects of the CRM system. You can download the VTiger 7.4 from here Download Link Some of the most prominent changes in Vtiger 7.4 are listed below Comments are internal by Default in Vtiger 7.4 Secure format for passwords is enforced. Using it the password should be 8 characters long, with at least one number, one uppercase alphabet, one lowercase alphabet and one special character. Password regex format has been centralized. Now, user’s can also define their own standards in config_override.php file. So, it drastically increases the password strength as compare to the previous versions. Import now supports “Record
How to Set workflow upon record deletion (Customization)
December 16, 2020
Article
A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is
Group & Sort Related Records By Fields In VTExperts Document Designer For VTiger
February 7, 2019
Article
Document Designer PDF maker and Electronic Signature for VTiger has this feature to add a table from related modules. The purpose to add a related module table is to show related records to this specific record. There are options like which fields to show, filter the records, theme, and size it properly. Group Related Records By Fields We have added another option to group related records by given fields. If you go to a document in Document Designer > Data Objects > add a Related Module table, you will see the “Group by” field. This is a multi-select field, so you can add as many fields as required in order to group the related records by those fields. This is how the outcome will look like depending upon the selected fields: There’s another option in the same settings block, which is “Sort Field”. This is a picklist, so you can
Create Copies/Revisions Of Quotes, Invoices And Other Records In VTiger 7
January 31, 2019
Article
We often find ourselves versus this requirement by our customers; “Is it possible to make several copies of an invoice?”. And we got tired of answering “No” and came up with a solution. Revisions/Copies of VTiger Records VTExperts’ development team created this customization for VTiger 7 and VTiger 6, that allows to create revisions of any record WITHOUT disturbing the actual record numbering. Most of our customers asked for revising Quotes and Invoices – so we will make those the focused modules for the writing sake. What Does it Do? With this customization implemented, VTiger users can create as many copies of any standard or custom module’s records as needed. For example, if you clone/duplicate an invoice or a quote, it will only create a revision and not disturb the ongoing numbering for quotes, invoices etc. How Does it Do? Here’s how we designed it. Note that this is not
Enhanced Duplicate Finder In VTiger 7
January 30, 2019
Article
There’s a very basic feature in VTiger 7 to help locate and merge duplicate records. It allows to search in a module for specific fields. Say, you want to find all the duplicate records on the basis of Primary Email, you can do that. This can be done by: Clicking “More” button in any module’s list view Click “Find Duplicates” Simply select fields in “Match Fields” field. It will search duplicates depending upon the selected fields and show all records. In our example, if you select “Primary Email” field in “Match Fields”, it will give all the records from current module with duplicate emails. This is the available functionality for standard duplicate finder. Enhanced Duplicate Finder We customized this feature and took it several steps further. This is how we customized it for one of our client: Advanced Duplicate Check and Merge extension for VTiger Exact Match Fields: These are
Add Custom Fonts To Document Designer In VTiger
January 28, 2019
Article
Document Designer by VTExperts is a tool for VTiger open source that lets companies to streamline data management and perform the required paper work with modern tools and options. The editor is able to create and configure smart documents with the ability to show conditional fields and map data through those fields. The extension comes with electronic signing as well as formal processing of the created and signed documents. There’s lot more to this tool; you can read the details, see video demos, and go through the user guide on the extension’s page. Add Custom Fonts to Document Designer We have now added the ability to add custom fonts to the Document Designer. Users can choose any fonts that they require to use for their documents, proposals, quotes, invoices, orders, webforms, email templates, PDFs etc. The way it works is quite simple: Get the font you want to use in
Calculate Profit In VTiger
January 21, 2019
Article
In standard VTiger 7 and VTiger 6, there are no tools to calculate profits on individual Quotes, Invoices, Sales Orders, and Purchase Orders. Calculating a profit can be as simple as deducting cost from total of each product as well as whole invoice or may go complex if added taxes, adjustments, shipments, additional services etc. Anyways, this is a big issue for every level organization. Using Item Details Customizer Advanced for VTiger 7, or Profit Calculator for VTiger 6, you can calculate profits per sale, product, day, and more. This is done by utilizing the “Cost” field on products and services in VTiger. You can adjust costs, apply discounts, and calculate potential profit. The profit is stored in VTiger field and therefore reportable. Calculate Profit Let’s see how can we configure Profit Calculation in VTiger 7 using Item Details Customizer Advanced. Open Menu > Settings > CRM Settings >
Remove Quick Create For Individual Standard & Custom Modules In VTiger
January 16, 2019
Article
Currently, in VTiger, when you open any module and try to add a related module, it opens a quick create popup, instead of going to the full form. Some of the companies/users do not prefer that outcome and want to move to full form straight. We’ve been asked this question several times and therefore tried to give a quick solution as follow: Question: How to remove Quick Create feature for any module? The aim is to remove a specific module from the Quick Create list as well as when adding as a new related record to another module. Answer: Go to add this: modules/YOUR_MODULE/models/Module.php Question: How to remove Quick Create feature for a CUSTOM module? The aim is to remove a specific custom module from the Quick Create list as well as when adding as a new related record to another module. Answer: Add following function to your custom_module/Models/Module.php Questions?
Recently Modified & Recently Viewed Widget For VTiger 7 (like VTiger 6)
January 15, 2019
Article
In VTiger 6, there was this useful widget to see recently modified records in VTiger. It appeared once you open a module > record. The list was capable to display 10 recent most edited records max. That means, if you modified a record, moved several records ahead and suddenly realized you needed to update another thing in the first record – you can easily get to it from that widget. This widget was useful, but cut off in the VTiger 7 upgrade. Moreover, there was no alternate provided. That’s why we built this customization that does exactly the same and more. We created two widgets as VTiger 6’s functionality: Recently Modified: This widget shows the recently modified records from the same module. Recently Viewed: This widget displays the recently viewed records. This is a bit more complicated to implement and new feature. VTiger 6 only had the option to view
Round Robin Assignment Extension For VTiger by VTExperts – New Release
January 10, 2019
Article
There are two ways in VTiger to assign users to Tickets, Leads, Opportunities etc. One would be to assign a user manually to a record. The other is to automated the assigning of records on the basis of conditions configured in the settings area. The second method is possible using our new extension Round Robin Assignment for VTiger. Round Robin Assignment The VTExperts Round Robin Extension automatically assign users to tickets, leads (or any other module). Round Robin Policy configuration consists of a trigger field e.g. “Ticket Status”, value (Unassigned Value) that will identify any unassigned tickets e.g Status is “NEW” and value (Assigned Value) that will be used to update ticket when it’s assigned e.g Status is “Open”. You can set the automation to run for only online users or do not distinguish at all. The configuration panel lets you setup the conditions. You can select module, status field
Filter Records By Status In Email Marketing Campaign Extension For VTiger
January 3, 2019
Article
You would know about a lot of email marketing tools that can run marketing campaigns, and include professional email builders. Some advanced tools are MailChimp, Hubspot, GetResponse etc. that most of VTiger users idealize for their use. They often look for MailChimp integration with VTiger for marketing and campaigns. But the integration comes costly. VTExperts Email Marketing Campaign Extension For VTiger We came up with our own Email Marketing extension for VTiger which does not require any integration. The extension is capable of running professional and attractive campaigns. It offers step by step wizard to design campaigns. The extension allows sending emails from Multiple Outgoing Servers. It also includes the #1 open source email designer Mosaico. The extension has quite a lot of features – you can study them in detail on the extension page. I’m writing this article to explain a rather prominent attribute i.e. sorting the contacts/leads/organizations by
Smart Preview & Character Limit In Advanced Comments For VTiger
January 2, 2019
Article
Advanced Comments extension for VTiger converts regular VTiger comments to featured comments. It adds several vivid enhancements to existing comments functionality. In addition to two picklist fields that you can create for comments (used for categorization), several distinguish features have been added to the extension so far. Rich text formatting, reply via email to a comment, making comments internal by default are just some of those. The extension also supports tagging users in comments using standard @mention. The tagged user gets a notification via email about the comment.
Customizable Buttons for Vtiger
December 31, 2018
Article
Custom Buttons Extension for VTiger improves efficiency when updating records. Buttons can be configured to show modal popup with selected fields. For example, you can add a button to “Update Address” which will only show address fields when clicked. This is very primitive example; however, it can be used for so much more. You can read more about the extension’s features and the see the implementation (recommended to understand new functionality). One-Click Update (New Feature) The extension, now, is capable of updating a picklist field with a single click. For example, in your sales system, if the inevitable outcomes for Opportunities are limited i.e. “Closed Won, Lost” etc., you can do that with a single click. This can be done in addition to the standard functionality. The new settings added are “Silent Field Update”. The first picklist in “Silent Field Update” shows all the picklists from the select module.
Knowledge Base Extension For VTiger – New Release
December 25, 2018
Article
Companies move their infrastructure around particular tools, whatever they find feasible. Some prefer accounting software, others go for ERP, while some standardize CRM. Whichever the tool of choice is, they tend to revolve everything around it. Knowledge Base – New Release If your tool of choice is CRM > VTiger, we have released this extension with the name “Knowledge Base”. Knowledge Base for VTiger helps in managing internal documentation, user guides, instructions, quick information, ongoing campaigns, or any kind of documents meant for internal use. It also supports creating as many categories as required using standard Picklist in FAQs. This profound idea is not restricted here; the extension works as an overlay popup. That means accessing the Knowledge Base does not close the page you were on before clicking it. You can read all that you want – closing the Knowledge base overlay will bring you back to exactly where
New UI Summary Widgets For VTiger
December 19, 2018
Article
Summary Widgets – as the name suggests, enables to manage i.e. add or remove any widgets from any module’s summary view. For adding a new widget, you can add new widgets from any related module. On the added widget, you can add new record, select from existing, click on the related records to edit individual fields as well as record. Editing a record is managed in the intuitive Quick Edit popup (similar to Quick Create in VTiger). Administrators can configure the widgets to show the defined information on the widget. It also allows to sort the shown information as well as limit the number of entries. It also allows to add a custom comments widget. Its more helpful as it has custom features like show/hide comments etc. Removing a widget includes hiding any standard available widgets on any module. For example, comments, activity, documents, related modules etc. You can read
Tag Users In Comments Using @mention In VTiger
December 18, 2018
Article
Advanced Comments extension for VTiger converts regular VTiger comments to featured comments. It adds several vivid enhancements to existing comments functionality. In addition to two picklist fields that you can create for comments (used for categorization), several distinguish features have been added to the extension so far. Rich text formatting, reply via email to a comment, making comments internal by default are just some of those. It comes with configuration area to enable one or both picklist fields, set the labels as well as configure picklist values for each field. New Feature Tag/@mention We’ve developed another frequently requested feature, what we call “@mention” or “Tag”. As the names suggest, the new functionality enables VTiger users to comment on a record and tag another user using @ in the comment box. Once a user presses @ and starts typing, the users matching those alphabets show up as a list. This allows
Custom Expenses Extension For VTiger – New Release
December 17, 2018
Article
On daily basis, companies run into situations, where they expend resources to provide services/products to their customers. Those expenses might come in any form i.e. travel expenses, spare parts purchases, outsourcing payments etc. There’s simply no specific category – such expenses can come in any form and service. Custom Expenses For VTiger We’ve come up with a new extension for VTiger which covers the above mentioned gap. Custom Expenses for VTiger helps to track and automate user expenses for every customer. Once an item is created, you can convert it to expense – there’s no limitation for that. Going ahead, you can add those expenses into invoices with proper details and get compensated properly, while keeping it all crystal clear. Use Cases A good example would be TA/DA for your staff. When funding the company’s representatives for a specific project while they travel, you can track and convert the expenses
In-line Edits For Summary Widgets For VTiger
December 14, 2018
Article
Summary Widgets Summary Widgets is a UI enhancing (no standard code modifications) extension that allows to add a widget in summary view of any modules. The widget can be selected from any related module and show information filtered on the basis of the configuration. It specifies things like name of the widget, columns/fields to display, limit records (if needed) & enable or disable ability to create new records from within the widget. New Feature – Summary Widgets Inline Edits As Summary Widgets is all about feasibility and response time, the extension now supports inline edits. This means that the summary you see of related modules in the widget – every field of each record is editable with just a single click. Try clicking on any field of any record in the widget, and you will see the accessibility. It gives the options to Save or Cancel any changes. So, once
Generate Groups via Scheduler in Multi-User Assignment Team Extension For VTiger
December 8, 2018
Article
VTiger open source only supports a single assigned to field. That means, one record can only have one assigned to field by default. If you want to add multiple users to a single project, or give access for some user in order to reveal a specific record and have his input on the matter, it’s hard. The admin will go to groups, find the users who need to have access to this specific record. Then create a new group. Further, he will have to open the record, change the assigned to, to the new group. It does not sound like a job of admins to move around like that, especially when there are convenient ways to do so. Multi-User Assignment or Team Extension This gap is covered by the extension Multi-user assignment, frequently known as “Team” module. The Multi-user assignment extension for VTiger settles down the matter of who should
Kanban View Icon Moved To Lists In VTiger
December 3, 2018
Article
Kanban View in VTiger Most of the systems have Kanban view to visualize sales and support performance and workflows. In VTiger open source, we cover this void. Kanban view is an extension for VTiger open source that allows to quickly create dynamic cards and exhibit the team’s performances as well as to collaborate with teams and manage sales, opportunities, tickets, projects, project tasks, or any other list of records. The extension also supports drag & drop feature to quickly move cards among columns that are configurable field values. This updates the field values/status/stages of the records (cards). How to Access Kanban View in VTiger (New) We are hereby to announce a UI change, where we moved the Kanban view button from top and added it to the lists in every module. This looks like a slight change, but that actually saves Kanban resource from being triggered every time the listview
Convert Quote/Invoice/Order To Project Extension For VTiger – New Release
November 30, 2018
Article
Quotes, Invoices, Sale Orders, and Purchase Orders are extensively used modules in VTiger. Every company deploys them according to their own requirements as well as the laws of their area/country. But most of companies create Projects on the basis of the payments, processed by these modules. Why shouldn’t we directly convert a quote, invoice, sales order, or purchase order to a project? This would save lot of time, manual effort, as well as decrease the probability of error in the process. A new extension is available – Convert Quote/Invoice/Sales Order/Purchase Order to Project to do the job. It enables to convert one of those records and directly create a project out of them. Once installed and configured, the extension adds a button to the Quote/Invoice/Sales Order/Purchase Order. Open a record, click the button, and map the information to new project with just few clicks. All of the info
Quick Edit Popup In Summary Widgets For VTiger
November 30, 2018
Article
Accessing a related record in VTiger is basic knowledge for every VTiger user. Go to the module and open a primary record. Then find the desired related module icon and click. You will see the list of all the related modules without any problem and uhmm – filter. Summary Widgets OR you can use Summary Widgets extension to show related records to be shown in a table form right at the summary view. The extension Summary Widgets for VTiger allows to show records on a primary module’s summary view. It supports configuring filters for the related records. You can also select or create new records and relate them to the current primary record – right from the widget. Simply add the desired information to the popup and everything gets taken care of. There’s lot more information about the extension Summary Widgets on the product page and user guide.
Picklists & Text Fields Explained In Advanced Comments Extension For VTiger 7