vtiger tips
See Deleted Record Logs By User Date In VTiger 7
September 21, 2018
Article
User Summary Report extension is designed to allow the system admin to see activity on certain records or list of records. It allows to monitor every created or updated record. How to See Deleted Record Logs Go to the Menu > Projects > Summary Reports. And click on the “Add Report” button. Add report name. Select Module. Select report type. Add fields form the module. Add report description. Add conditions for the report. Check the box “Include Deleted” to see deleted records. Click “Generate Now“. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Convert Invoice To Project In VTiger 7
September 20, 2018
Article
Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Invoice to Project In invoice, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Once you click save the project will be automatically created. You can see the project is associated with the invoice. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Create Custom Buttons (clickable) In VTiger 7
September 20, 2018
Article
Custom Buttons Extension for VTiger was designed to improve 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. How to Create Custom Buttons Go to Menu > Settings > CRM Settings > Extension Pack > Custom Buttons. Click on the “New Button”. Select the module. Add button Title. Select the button icon and its color. You can select the sequence of the button and its status. Select the fields to be shown when the button is clicked. Specify conditions when the button should be shown. Here you can see the button. By clicking it will show modal pop and you can update fields. You can see the record is updated. For further help, contact
Create Detailed Field Tooltips (Modal Popup) With Tooltip Manager In VTiger 7
September 19, 2018
Article
Field Tooltip Manager for VTiger is designed to enable and display helpful field tooltips on VTiger record views. With the intuitive configuration panel you can configure the tooltip to be plain or rich text, as well as include images, bullet points, background and text colors. In addition it is compatible with HTML for more advanced tooltip definitions. It comes with 2 types of previews: Popup (best used for information containing rich text, images and multiple paragraphs) and Tooltip (regular bubbled text). How to Create Detailed Field Tooltips (Modal Popup) Go to the Menu > Settings > CRM Settings > Extension Pack > Tooltip Manager. Select the “Module” and the “Field Name“. You can select a different “Icon” or upload a new one. Select Popup preview. Define the Tooltip content in the Rich Text Area. You can see the Tooltip Icon and when you click the icon it will popup the Tooltip in the record. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Chat (Realtime) With My Staff (VTiger users) In VTiger 7
September 14, 2018
Article
Collaboration Board/Chat tool integrated within VTiger allows users to send direct & private group messages, create public channels/chat rooms and keep track of all the communication within VTiger. It’s a great tool for a team looking to collaborate within VTiger. How to Chat with my Staff Click on the “Chat” button on the top right corner of the screen. Simply type a message and send. Here you can see the sent message. For further help, contact us on help@vtexperts.com. We’ll be glad to be off service.
Add Custom Many-To-Many Relationship In VTiger 7
September 12, 2018
Article
Custom Module & Relationship builder for VTiger is an extension that allows crm administrators to create custom modules within few clicks. All custom modules are created following strict VTiger standards. In addition, the relationship builder allows crm admin to link together existing modules as well as new custom modules. It supports 1:1, 1:M and M:M relationships. How to Custom Add M:M Relationship Go to Menu > Settings > CRM Settings > Extension Pack > Custom Module Builder. Click on “M:M Relationship” button to add a relation. Select one of the modules you want to interlink in the many-to-many relationship. Select the other module you want to link to the first module in a many-to-many relationship. You can see the Tab in the 2nd module that is populated from the 1st module. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Custom One-To-Many Relationship In VTiger 7
September 11, 2018
Article
Custom Module & Relationship builder for VTiger is an extension that allows crm administrators to create custom modules within few clicks. All custom modules are created following strict VTiger standards. In addition, the relationship builder allows crm admin to link together existing modules as well as new custom modules. It supports 1:1, 1:M and M:M relationships. How to Add Custom 1:M Relationship Go to Menu > Settings > CRM Settings > Extension Pack > Custom Module Builder. Click on “1:M Relationship” button to add a relation. Select the Primary module you want to link to multiple records of another module. Select the Child/Related module you want to link to the single primary module. Select the block of records from secondary module in which you want the field to be displayed. You can see the information in the Secondary module that is populated form the Primary module. For further help, contact us on help@vtexperts.com. We’ll be glad
Export Lists With Only Columns Selected In VTiger 7
September 7, 2018
Article
List Export to XLS Extension is designed to make exports from VTiger a little easier. It adds an option to export information from VTiger lists into .XLS (excel), while standard functionality only supports export to .csv, which can be tedious to format. How to Export Lists With Only Columns Go to any list and select the number of records and then click on the “More” button and select “Export to Excel” to create an export into “Excel”. Click “Export selected Records“. It will produce an Excel File which will look like this. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Customize Global Search In VTiger 7
September 6, 2018
Article
Global Search can search from all the modules and records and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Customize Global Search Go to Menu > Settings > CRM Settings > Extension Pack > Global Search. Select the module. You can include and exclude certain fields from being searched. In arrange section you can actually arrange in which order the search results will show up. For further help, contact us on help@vtexperts.com we’ll be glad to be of service.
Configure VTiger To Lock Users After Number Of Invalid Attempts Of Login
September 5, 2018
Article
Enhanced Security extension is designed to enforce proper security standards in VTiger. The extension for VTiger also lets system admins enable 2 – Step Authentication as an extra layer of CRM security. Upon configuration, a code is sent to users’ emails, which is required to login. How to Configure VTiger to Lock Users Go to Menu > Settings > CRM Settings > Extension Pack > Enhanced Security. Check the box “Lock user after X incorrect login attempts“. Declare the number of incorrect login attempts limit. After user exceeds the limit of incorrect login attempts, it will be locked. Note: Once a user is locked, only an admin can unlock the user and allow him to log back in. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Progress Bar (Sales Stage) In Opportunities In VTiger 7
August 31, 2018
Article
Progress Bar Extension for VTiger was designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). Progress bar can be configured on any module (as long as it has picklist field). How to Add Progress Bar Go to Menu > Settings > CRM Settings > Extension Pack > Progress Bar. Click on the “New Progress Bar” button to add a new progress bar. Select a Module. Select the field you would like to display on the Progress Bar. Turn this Progress Bar on or off and click on the “Save” button. Here you can see the progress bar in the record. You can update the stage by clicking on the progress bar and it will automatically update the record. For further help, contact us on help@vtexperts.com. We’ll be glad to be of
View Pictures/Images In Slide Show Mode In VTiger 7
August 28, 2018
Article
Gallery/Slideshow View Extension for VTiger is simply a plugin which allows to preview any documents (images/pictures) attached to VTiger record. Slideshowlists the thumbnails (files) on the right with the date created & document title with ability to scroll through all of them in just few seconds. How to View Pictures/Images in Slide Show Mode Go to Menu > Settings > CRM Settings > Extension Pack > Gallery View. You can select a preferred folder and Enable Gallery View for desired modules. There are 5 document (Images) which are attached to this contact. You can click on the “Gallery View” button to view all the images in the slide show mode. It will open all the images in an easy to use slider. You can click through images and you can see the image name and date it was added. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Assign Records (via round robin) To Online Users Only In VTiger 7
August 10, 2018
Article
Round Robin Assignment Extension for VTiger was designed to automatically assign users to tickets, leads (or any other module). The assignment is driven based on the condition configured in the policy area. Round Robin Policy configuration consists of a trigger field e.g “Ticket Status”. How to Assign Records to Online Users Go to Menu > Round Robin Assignment. Click on the “New Round Robin Assignment” to create a new round robin rule. Add a name for the Rule. Select the module. Select the status field on which this rule with trigger. Select the unassigned status value. Select the assigned status value. You can enable ticket to get assigned only to online users. Users can switch their Online/Offline status. Select the Assignment type. Standard means each user will get same amount of tickets. You can enable “Assign Preferred User “. Means the ticket can be assigned to preferred users. Select all the users that you like to
Enable Round Robin Assignment In VTiger 7
August 10, 2018
Article
Round Robin Assignment Extension for VTiger was designed to automatically assign users to tickets, leads (or any other module). The assignment is driven based on the condition configured in the policy area. Round Robin Policy configuration consists of a trigger field e.g “Ticket Status”. How to Enable Round Robin Assignment Go to Menu > Round Robin Assignment. Click on the “New Round Robin Assignment” to create a new round robin rule. Add a name for the Rule. Select the module. Select the status field on which this rule with trigger. Select the unassigned status value. Select the assigned status value. Select the Assignment type. Standard means each user will get same amount of tickets. You can enable “Assign Preferred User “. Means the ticket can be assigned to preferred users. Select all the users that you like to be part of this assignment policy. Here is the list of existing assignments. You can see in Ticket list view
Import Users In VTiger 7
August 7, 2018
Article
In VTiger 7, admins can Create/Import new users from CSV. file. It is a very easy way to transfer users from one instance to another and save the time for creating all the users from the start. How to Import Users Go to Menu > Settings > CRM Settings > User Management > Users. Click on the “Import” button to import users form CSV. file. Upload the CSV. file and configure field mapping. Here you can see the new users imported from the CSV. file. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Keep Track Of Employees Time In VTiger 7
August 6, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Keep Track of Employees Go to Timesheets and click the drop down named as “Pay Period” that gives you the option to select a specific pay period from the list and view the time-logs for it. Select the Employee to open his time logs. Its showing the name of the user for which the time-log is being viewed and the Pay Period selected currently. Here you can see the types of the hours categorized and totaled. This column enlists days for the selected Pay Period. Each row shows a day.
Configuring SLA With A Use Case In VTiger 7
August 3, 2018
Article
SLA Policy Extension for VTiger was designed to improve response times, accountability, when dealing with time sensitive matters. It’s mostly used in support/helpdesk department, where each ticket/case has to be assigned and worked on/resolved by certain date and time. It allows administrator to create custom SLA Policy rules, which then get automatically applied to a record. Use Case New HOT Lead comes in, if after 45 minutes the lead is still unassigned, you can automatically assign it to a sales rep or notify users/managers + trigger any workflow. How to Configuring SLA With a Use Case Go to Menu > Settings > CRM Settings > Extension Pack > SLA Policies. Click on the “New SLA Policy” button to configure a new policy. Add a Name for the new policy. Select the module you want to apply this policy to. Select the picklist you want to configure for the SLA responses. This will mark the
Show Fields From Related Module In VTiger 7
August 2, 2018
Article
Custom Headers extension was developed to increase the visibility from summary and detail views. Headers can be fully customized, meaning you can select the icon, color and define different field label. Headers were designed to be noticed immediately. The color and the icon really helps the user to see it right away. How to Include Show Fields from Related Module Go to Menu > Settings > CRM Settings > Other Settings > Custom Headers. Click on the “New Header” button to create a new header. Select the Module and Header Name and then click on the “Select Icon” button to select the icon of the header and you can also select its color. You can select related module fields. For example you can select to show opportunities organization’s fields as well. Here you can see the Header in the Opportunities module. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Import Time Logs Into Timesheets In VTiger 7
July 27, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Import Time Logs In Timesheets list view click on the “Import” button. Select the .csv file. Handle duplicate. Configure Field mapping. Here you can see the Import summary. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Configure Overtime In Timesheets Extension In VTiger 7
July 26, 2018
Article
Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It’s simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger. How to Configure Overtime Go to Menu > Settings > CRM Settings > Other Settings > Timesheets. Here you can set the limit of number of overtime hours. It will automatically recognize any hours logged above specified amount as Overtime. Here you can see the number of Overtime hours. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Tags To Any Record In VTiger 7
July 20, 2018
Article
Tags are a way to organize your data in the ways that are more customized to your company. Tags help you find records that are otherwise not easily searchable. Tags are an easy way of labeling a record using a word, or short phrase. Multiple tags can be associated with a record. They are the most powerful tools which will differentiate the important records from the other records. How to Add Tags In record summary view click on the “Add Tag” button to create a new tag. Add a Tag Name. Check box “Public Tags“. Public tags (Shared Tags) are shared with all users. Here you can see a tag is created. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Efficiently Manage Your Tasks In VTiger 7
July 19, 2018
Article
In VTiger 7, you can create new Tasks and manage them as well. Users can also select the priority according to the nature of the task and easily manage it by using drag and drop. How to Efficiently Manage Your Tasks Click on the “Task” button on the top right corner of the screen. Here you can add a Task Name under the desired priority and click on the “+” button to create a new task. Set a Time of the task and click on the save button. Here you can see a task is created. You can also change its priority using Drag and Drop. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Quickly Update List Columns In VTiger 7
July 18, 2018
Article
In VTiger 7 it is very easy to configure Columns List. You can quickly Add/Delete and Rearrange columns list according to your needs. It helps to get the desired information form the record without the hassle of opening the record. How to Quickly Update List Columns Click on the “Manage List Columns” icon to configure columns list. Click on the “X” button to remove the columns. You can also add new columns and rearrange them by using Drag and Drop. Here you can see the 3 highlighted fields have been deleted from the columns list. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Create Custom Header Tiles In VTiger 7
July 17, 2018
Article
Custom Headers extension was developed to increase the visibility from summary and detail views. Headers can be fully customized, meaning you can select the icon, color and define different field label. Headers were designed to be noticed immediately. The color and the icon really helps the user to see it right away. How to Create Custom Header Tiles Go to Menu > Settings > CRM Settings > Other Settings > Custom Headers. Here click on the “New Header” button to create a new header. Select the Module and Header Name and then click on the “Select Icon” button to select the icon of the header and you can also select its color. Select the field you would like to display on the header and you can arrange the header sequence in which headers show up. Here you can see the Header in the Opportunities module. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Print Comments In VTiger 7