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 email, so we added a switch (field), which allows template to be marked for workflow only, meaning that certain templates will not show up when sending regular email and standard email templates will not show up in workflows.

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.