vtiger activities
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
VTExpert’s advanced automation tools.
January 16, 2023
Article
CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced
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
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
Add related module records using tabular field entry in form builder
November 8, 2022
Article
VTExperts Web Form & Landing Page Builder extension allows to the creation of related module records as well. In this article, we will look at how to add related module records using tabular field entry in the form builder Example We will check the configuration and functionality of the extension by implementing the form for the below-mentioned example. The primary module is “Contacts” and the secondary module is “Child” and they have one-to-many relationship (which means 1 contact record can have multiple child records) The form will get information from the contact regarding their children, what are their names, date of birth, and any additional information. So, we will create a web form for the Contacts module and will configure it in a manner that it can also create records in the child module. Create the form Go to the form builder and click on “+ New from” button and provide the
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:
SLA use case for tickets in Vtiger7
July 15, 2022
Article
Tickets is one of the most use feature of Vtiger crm system. SLA extension by VTExperts can be used to check and regulate the processing of the ticket in Vtiger CRM. In this article we will look at a SLA use case for tickets in Vtiger7. Use case There is ticketing system, in which when a ticket is created its priority is set to “Low” . SLA starts to work when the ticket priority is “Low”. The SLA should keep on working until the ticket status is changed to “Close” But, if the ticket is not resolved in 5 minutes and priority is “Low”, then SLA extension will automatically change the status of the ticket to “Normal” Again if the ticket is not resolved in next 10 minutes after the priority is changed to “Normal”, then SLA will change the priority of the ticket to “High” Again if the ticket
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
VTiger 7 Customer Portal Customization: Set Portal Password
October 5, 2017
Article
VTiger comes with customer portal (which you need to install separately – instructions here). It has most of the functionality a robust portal would need – access to contact details, invoices, quotes, tickets, documents and much more. In order to enable customer portal for the customer, you currently need to go into contact record, scroll down to “Customer Portal Details” block and check the “Portal User” field. This will trigger an email to be sent out to the customer with link, username and password. We had a request to manually create password instead of having the system generate one, so we added a “Portal Password” field, which is masked by ********** and the actual password is only shown when switch (on/off) is clicked. It also only allows certain users to view the password. This is also used to reset the password, all the user has to do is
VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time
October 3, 2017
Article
VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am. One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows
VTiger 7 Customization: Contact Relationship & Referral Management
October 2, 2017
Article
VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.
VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows
September 25, 2017
Article
VTiger has built-in email templates, which can be used in workflows as well as sending emails from the CRM. For most businesses standard vtiger email templates are sufficient as they provide ability to quickly send templated emails. We received multiple requests regarding the permissions/sharing as well as workflow capabilities that related to email templates. In standard VTiger you can not share or restrict a user/group/role from accessing certain email templates, which makes it difficult to use them for business with multiple departments. To overcome that, we customized email templates to support sharing/permissions where you can select users/groups/profiles/roles and assign them to the email templates. This layer of permissions really helps to separate the departments and restrict visibility in certain cases. Next, since templates can be used in workflows, and some of the templates are created for workflows only – it wouldn’t make sense to see them when sending regular
VTiger 6 Customization: Custom Quick Create Quote From
September 22, 2017
Article
VTiger has a “Quick Create” option for most of the modules, however the more complicated ones such as quotes, invoices, sales & purchase orders does not have that option. One of our customers goes through a lot of quotes daily and found themselves spending too much time creating quotes and requested for a solution. Usually it takes about 1-2 minutes to create new quote by filling out all fields, searching and selecting products/services and so on. To make this process a little easier, we created a new Custom Quote Form, which only contains 7 key fields (specific to their business) and the item details section was customized to show the head or each ‘item family’ with ability to select items from the dropdown as well as add new rows, set qty and price. In addition, as the quick quote gets saved, it runs multiple back-end processes to preset all the other
VTiger 7 Customization: Attach Files/Documents to Calendar Activity/Task
September 21, 2017
Article
Calendar Activities (Tasks & Events) is considered a special module due to it’s custom design. That makes it harder to integrate with all the other extensions, add related modules and most importantly – customize. Events/Tasks in VTiger are used differently by many business, some use for scheduling jobs, reminders and others for actual to-dos, tasks and checklists. One the key features VTiger Calendar module is missing – is ability to attach documents/files to it. One of our customers requested to add such ability and we designed in a way where you can attach multiple documents/files to the activity as well as include those into the emails generated by workflow. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.
VTiger 6 Customization: Custom Statement + Invoice Summary
September 20, 2017
Article
VTiger has a built in “Export to PDF” function which allows to export Invoice into PDF, however it is limited to just one invoice a the time. In some cases that sufficient, however most businesses require a monthly/quarterly/yearly invoice statement or summary and that’s where VTiger is lacking the functionality. Based on one of our customer’s requirements, we built a custom invoice summary/statement page, where the user can access it from the organization and see all the invoices there. In addition, we added a date filter, so the invoice can be filtered to specific date range. We also added totals at the bottom, so you can clearly see the received, balance for individual invoices as well as the total. To make the process more efficient, we added an “Export to PDF” button, which create a statement/summary for all the invoice shown as well as the totals, company information
VTiger 6 Customization: Custom Order Module + Item Depletion
September 19, 2017
Article
VTiger has a built-in Sales Order module which supports products, services and has a lot of features such as taxes, discounts and so on. It works fine for a standard order processing, however when it comes to custom orders with requires item qty depletion, bundles and 3rd party integration – it does not do that out of the box. One of our customers is running a clinic and requested for a simple, easy to use custom order module to track their services (individual or bundles) as well as the qty and the depletion. We designed one that allows them to quickly add new orders by just filling out few mandatory fields such as selecting the bundle, payment method and adding few notes. Each bundle/item has a qty preset and allows the user to ‘use up’ or deplete certain items, for example, the client purchases a bundle of 5 SPA
VTiger 6 Customization: Convert/Generate Licenses from Sales Order/Invoice/Quote
September 18, 2017
Article
Every business has it’s own unique workflow and it is very likely that after the transaction has been made, there are steps to be taken to process the order. One of our customers is selling software with different types of licenses e.g locked, floating, annual, lifetime and requested to build an extension to VTiger Sales Orders which would allow to generate licenses for purchased products. To accommodate that, we added a button “Create License(s)”, which triggers a popup where the user can see the products on the sales order, specify expiration date and see additional information the the product. Once the user clicks to create licenses, it creates new license records (custom vtiger module) and connects to their licensing server via API to generate unique license key. This VTiger customization significantly improves the efficiency. Similar customizations can be added to invoices, quotes or any other module as each business
VTiger 7 Customization: Add/Create Opportunities from Mail Manager (Actions)
September 14, 2017
Article
Mail Manager for VTiger 7 has improved significantly compared to the previous versions. It’s more responsible, modern and a lot easier to navigate and manage emails. As in previous versions, Mail Manager has a feature (action) that allows users to create new records from the email e.g contact, organization, lead, tickets and activities. The only thing it is missing is an action to add new opportunities. To accommodate that, we added an action to “Add Opportunity” right from the Mail Manager. It opens a quick create modal popup and creates the opportunity + links the email message. That’s just one of the VTiger customizations we’ve done, if you are looking for a similar customization e.g adding other modules to Mail Manager or customizing it in any different way – please shoot us an email at help@vtexperts.com
VTiger 7 Customization: Convert Opportunities to Organizations, Invoices, Tickets & More
September 13, 2017
Article
VTiger 7 has new neat feature, which allows the Opportunity to be converted into a Project. In addition, it has an area where you can map the fields from Opportunity to Project (similar to Lead to Opportunity/Contact/Organization mapping). Opportunities are widely used in almost every business and each has it’s own way of handling them. One of our customers had a request to add an option to convert Opportunity to an Organization and Invoice. To accommodate that, we added a button “Convert to Organization” on the opportunity view. Once the button is clicked – it opens up a popup to fill out/verify mandatory fields before create new organization and invoice. We also added mapping area where the user can configure how the fields will map from one module to another, so no data has to be reentered. That’s just one of the VTiger customizations we’ve done – please give
VTiger 6 Customization: Add new Picklist Values while Creating a record (Without Going to Settings)
September 12, 2017
Article
Support for VTigers multiple fields types such as text, currency, picklist, multi-select, date and many more. These fields have to be created in administration panel, which we would expect to, however picklist/dropdown and multi-select fields also require administrator privileges to add selections. We came up with a solution, where you no longer need to go into “Picklist Editor” (which requires admin access) to create picklist/dropdown options, but instead – it can be done as you are editing or creating record in VTiger. We added a “Add New” as one of the picklist values and once selected, it will prompt the user to enter new value, which will be saved as a picklist option and will be available for everyone to be used going forward. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.
VTiger 7 Customization: Reconcile Invoices, Charges, Deposits & More
September 11, 2017
Article
VTiger has a great accounting suite built-in, however it’s lacking a reconciliation piece. One of our customers receives donations and deposits which have to be reconciled at the end of the month. To accommodate that, we built Deposit and Reconciliation VTiger modules, which allows them to record all the donations/deposits, by doing so – they input the amount for each. Next, reconciliation process starts – the user knows exactly how much they should have received for both deposits and donations and they start reconciling by inputting total amount and lookup all the donations/deposits that have not yet been reconciled. At the end of the day, the user will have reconciliation record with all the deposits linked as well as amounts matched. In case where totals don’t add up – we builtin an alert system, which will not allow to close reconciliation record unless the amounts match up to the
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