VTiger Blog – News, Common Errors & Helpful Tips
Create Custom Buttons In VTiger 7
February 22, 2018
Article
Macros extension is designed to cut down the time needed for manual task such as Follow Ups, Scheduling calls etc. It provides users with the function to create predefined actions (workflows) and trigger them from the record Detail/Summary View with just a single click. How to Create Custom Buttons Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Macros“. Click on the “+ New Workflow“. Add a workflow name, select a module for the workflow. Then Click on the “Add action” button to select an action for when this macro will be clicked. Put in the details of that action and click on the “Save” button. Here you can see the “Macro Button” and it will execute the action with a single click (For this example it will create an activity for a call) For further help, contact us on help@vtexperts.com. We’ll
View User Activity (New/Updated Records, Comments) For The Day In VTiger 7
February 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 View User Activity for the Day Go to the “Menu“. Click on the “Projects” and select “Summary Reports“. Click on a “Summary Report“. Here We can see the information such and First name, Last name, Address etc. Down below we can see the Updates made today. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Configure Custom Colors On Calendar Tiles In VTiger 7
February 20, 2018
Article
In Vtiger 7, User can pick the colors per user or Per status by using our VTiger Job Scheduler/Calendar extension which is a must-have for organizations that rely on calendar. How to Configure Custom Colors on Calendar Tiles Click on the “Calendar” icon on the top right corner of the screen. Click on the “Settings” button. Select “Yes” in the “Use Status Colors” option. Go to the “Picklists Values“. Select “Module” and click on the “Edit” icon. Than select the “Color” for picklist. Click on the “+ Add Value” button to add a status value. Add “Item Value” and select the “Color“. Create Event and select a “Status“. Here it will show the “Color tiles“. For further help, contact us on help@vtexperts.com. We’ll glad to be of service.
Customize Text On Calendar Tiles In VTiger 7
February 15, 2018
Article
We enhanced standard VTiger calendar by adding a Job/Work Scheduler view. This allows users to see events assigned to each user without them overlapping onto other users/hours. Tile/Box text is configurable + unique colors can be assigned based on status (also configured by user). How to customize text on calendar tiles Click on the “Calendar” icon on the top right corner of the screen Select “Job Scheduler” and and click on the “Settings” button. Click on “Click here to configure tile & hover text“. Click on the “Edit” button. Here you can put any text or select form the fields that are related to this activity or task. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Create Product/Service Bundles In VTiger 7
February 14, 2018
Article
Quote/Invoice/Order Templates extension allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you. How to Create Product/Service Bundles Go to the “Menu” and select “Product and Service Templates“. Click on the “+Add Template” button to create a new Template. Add “Template Name” and select “Module“. Now add “Products and Services” and click on the save button. Here you can see while creating a quote you can add “Product/Service Bundles“. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
View Your Sales/Opportunity Forecast By Sales Rep In VTiger 7
February 8, 2018
Article
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. How to View Your Sales/Opportunity Forecast by Sales Rep Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “VTE Forecast“. Then click on the “View Forecast” button. You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Tooltips Information Icons To Record Views In VTiger 7
February 6, 2018
Article
Field Tooltip Manager extension for VTiger is designed to enable and display helpful field tooltips on VTiger record views. How to Add Tooltips Information Icons Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Tooltip Manager“. Select the “Module” and the “Field Name“. You can select a different “Icon” or upload a new one. Define the Tooltip content in the Rich Text Area. Here you can see the Tooltip Icon and the Tooltip in the record. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Transfer/Auto Fill Phone Number From Organization To A New Contact In VTiger 7
February 2, 2018
Article
In Vtiger 7, User can avoid repetitive data entry when creating related records by using our Field Autofill extension. User can create a contact from within Organization and not have to re-enter Office Phone, Fax, Address, etc.. How to Transfer/Auto Fill Phone Number from Organization to a New Contact Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Filed autofill“. Select the modules you want to automatically transfer data, for this example we’ll be using Organization to Contact and click on the “Add Mapping” button. Select the records from which you want the data to transfer to, for this example we are using Primary Phone to Office Phone. When creating a contact select an “Organization” and a dialog box will popup asking for to auto fill the fields with the selected organization data according to your configuration, by clicking on the “Yes” button it will automatically fill the fields.
Tile & Hover Text In VTiger Calendar Job Scheduler Is Now Configurable With Fields
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. With the latest update of the extension Job Scheduler or Advanced Calendar for VTiger, it allows you to edit and configure the information that is shown by default on an event or task block as well as when you hover your mouse cursor over it. You can insert some default text, map fields from the events and tasks, and configure them with the rich text editor according to your needs. It also allows you to map fields from the related modules. So say if you need to know the name of the Contact or Organization with which the current event is, if you need to know the place where the event
Status Colors In Job Scheduler Extension For VTiger Calendar
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. Now, we’ve added a major function in VTiger Job Scheduler that allows to color the statuses of events wherever it matters e.g. in Picklist while creating an event and selecting a status, on Job Scheduler view of the VTiger Calendar etc. So, once the colors are configured in the extension settings, you will see statuses as different colors. Same for the Events box on the Calendars. The box’s color will depict the status of an event. It will help you quickly identify the status of an event and see if that event has either been planned, scheduled, held or cancelled. For further help, contact us on help@vtexperts.com. We’ll
Vtiger V7.1 GA Release Update
January 31, 2018
Article
We just received an update from vtiger rep saying that the VTiger 7.1 Stable/GA version will not be released in January, 2018. Due to outstanding issues and fixed, the release has been pushed at least until March (not confirmed yet). We should know more, possible have a set date for VTiger 7.1 Stable release on 3rd week of February, 2018. Here’s an official post from vtiger: Hi All, We would like to update regarding Vtiger Opensource V7.1 GA. This version release delay as we need to address all the bugs those are reported in code.vtiger.com. We appreciate your patience and valuable contribution towards the release. We will confirm the release date in 3rd week of Feb month. regards, Satish.Dvnk Thanks
Customize Menu In VTiger 7
January 31, 2018
Article
Administrators can completely redesign standard VTiger menu and transform into an easy to use and intuitive menu by using our Advance Menu Manger extension. How to Customize Menu Go to the “Menu” and click on the “CRM Settings“. Click on the “Advance Menu Manager” under “Vtiger Premium“. You can “Edit” the existing Menu item by clicking on the “Edit Icon“. You can add a new “Module” in the list. You can “Rearrange” items by using drag and drop. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add New Assigned To Field In VTiger 7
January 29, 2018
Article
In VTiger 7, User can add “New Assigned to Fields” in the records by using our extension advanced custom fields. How to Add New Assigned to Field Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Advance Custom Fields“ Select “Module” and click on the “Add Custom Field” button. Select the field type to “Assigned To“. You can see the “New Assigned To Field” in the custom fields. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add New Rich Text/Description Field In VTiger 7
January 23, 2018
Article
VTiger Extension enabling users to create advanced custom fields. User can add “Rich Text/Description” in the records by using our extension. How to Add New Rich Text/Description Field Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Advance Custom Fields“ Select “Module” and click on the “Add Custom Field” button. Select the field type to “RTC Description field“. You can see the “Rich Text Description field” in the custom field. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
VTiger Customization: Mass Print Documents (Select Multiple + Print Selected)
January 22, 2018
Article
One of our customers is heavily focus on producing contracts, invoices, letters that get saved as PDF documents. These documents are generated using PDF Maker or Document Designer and attached to a related record (automatically). All of these documents have to be eventually printed and mailed out. It’s a tedious process to download each document and then print, so instead – we came up with a solution to mass print selected documents. The way it works is – the user goes to the document list, selects the filter/view and picks documents one by one or just all at once and “Prints selected”. We added an option to “Print Selected” under “More” (see screenshot). The button produces a combined PDF file, that can be printed or saved for other purposes.
Add New “File Upload” Field In VTiger 7
January 19, 2018
Article
VTiger Extension enabling users to create advanced custom fields. User can “Upload Images” in the records by using our extension. How to Add New “File Upload” Field Go to the “Menu” and select “CRM Settings“. Under “VTiger Premium” select “Advance Custom Fields“. Select “Module” and click on the “Add Custom Field” button. Select the field type to “Upload Field“. Then you can “Upload Images” in the custom field. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Display More Information On Calendar Activities In VTiger 7
January 18, 2018
Article
In Vtiger 7, User can add mode information on Calendar Activity by using our VTiger Job Scheduler/Calendar extension which is a must-have for organizations that rely on calendar. How to Display More Information Click on the “Calendar” icon on the top right corner of the screen. Hover the cursors on the “Activity” and click the “Edit” icon in the popup area. Click on the “Go to full form” button. Add the information in the “Description Details” area. You can see the “Description Details” whenever you hover the cursors on the Activity. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Change Calendar Colors Based On Activity Status/Type In VTiger 7
January 17, 2018
Article
In Vtiger 7, User can change Calendar colors based on the Activity status by using our VTiger Job Scheduler/Calendar extension which is a must-have for organizations that rely on calendar. How to Change Calendar Colors Based on Activity Status/Type Click on the “Calendar” icon on the top right corner of the screen. Click on the “Settings” button. Select “Yes” in the “Use Status Colors” option. Go to the “Picklists Values“. Select “Module” and click on the “Edit” icon. Than select the “Color” for picklist. Click on the “+ Add Value” button to add a status value. Add “Item Value” and select the “Color“. Create Event and select a “Status“. Here it will show the “status color“. For further help, contact us on help@vtexperts.com. We’ll glad to be of service.
Add New Columns/Fields To Items Details Section In Quotes Or Invoices In VTiger 7
January 16, 2018
Article
VTiger Item Details Customizer (Advanced) allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. It is completely flexible and allows multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. How to Add New Columns/Fields to Items Details Section Go to the “Menu” and select “CRM Settings“. Under the “Other Settings” select “Item Detail Customizer (Advance)“. Then click on the “+ Add New Column” button to add a new column. Add the Name of the new column and configure it according to your requirement. Click on the “Save” button to save the changes. Click on the “+ Add Product” button to add a field in the “Item Details Section“. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Map New Lead Fields To Be Converted To Opportunity In VTiger 7
January 15, 2018
Article
In VTiger 7, User can convert New Lead Fields to Opportunities. User can configure the converting setting according to his/her requirement. How to Convert Lead to opportunity Go to the “Menu” and select “CRM Settings“. Under “Marketing and Sales” select “Lead Conversion Data Mapping“. You can also “Edit” and change the configuration according to your need. Go to a lead record and click on the “Convert Lead” button. Click on the “Save” button to convert the lead. Note: You can not add new fields to the popup. The fields you will map, converted automatically For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Make Fields Mandatory/Required Based On Other Field Conditions In VTiger 7
January 13, 2018
Article
Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values. How to Make Fields Mandatory/Required Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Conditional Layouts“ Click on the “+ New Conditional Layouts” button or you can edit an old one. On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout. Then select the “Field Value” and set it to “Make Field Mandatory“. Summary It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy. For further help, contact us on help@vtexperts.com. We’ll be glad to be of
Make Fields Read Only/Not Editable Based On Other Field Conditions In VTiger 7
January 11, 2018
Article
Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values. How to make Fields Read Only Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Conditional Layouts“ Click on the “+ New Conditional Layouts” button or you can edit an old one. On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout. Then select the “Field Value” and set it to “Make Field Read Only“. Summary: It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy. For further help, contact us on help@vtexperts.com. We’ll be
Advanced Comments In VTiger Supports Rich Text Comments