VTiger Blog – News, Common Errors & Helpful Tips
VTiger 7 Scheduled to be Released in February 2017
September 13, 2016
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There has been a lot of talk about new release of VTiger 7 which will have new user interface and enhanced functionality. Here’s what Sreenivas Kunumuru had to say: We plan to release 7.0 by February. What will be in 7.0? It will feature the new UI that our cloud users have been using. Please post your suggestions here – 7.0 Wishlist We want code contributions. Every merge request on code.vtiger.com, will be reviewed and if appropriate get merged. 70% of merge requests are already merged. 40% of the issues that are reported are already resolved. (Ref: code.vtiger.com) With Vtiger 7, we will improve the core platform with easier UI, and hope to extend the APIs. VTiger has not published a complete roadmap or features list yet, but that should be available to public in the next month or two. The Alpha/Beta version is scheduled to be released
How To Use VTiger – Outlook Plugin For Data Synchronization
September 12, 2016
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There are a number of platforms whose data can be synced into VTiger CRM. One of the most important and essential ones is Outlook. A huge number of businesses depend upon Outlook for their multiple needs. So, here is the data synchronization discussion for Outlook. The Outlook plugin in VTiger 7 is an easy and coherent way of synchronizing the CRM contacts, events, and to-dos with the information manager. Its control panel is filled with a number of tools that help you along. With the plugin you can: Synchronize Contacts, Events, and To-dos both ways Attach emails received in Outlook to the records they belong in your VTiger CRM account Configure the data flow and sync directions i.e. from VTiger 7 to Outlook or Outlook to VTiger 7 Restrict the harmonization of data according to the user and CRM sharing rules and profiles Notes! Vtiger CRM Plugin for Outlook 3.2 brings
5 VTiger Extensions To Manage Lists Professionally
September 9, 2016
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Dealing with lists can be tricky in VTiger CRM, whether those are Related lists, list-view, or Kanban view. We gave deep thoughts to sort those needs, and designed some extensions that you will surely find very helpful in managing lists in VTiger. VTiger Related & List view Edits This VTiger extension allows you to edit fields from within any Related or List-view. So you don’t have to open a record to edit, as you can perform the changes from the Related or List-view. It is as simple as it sounds. Plus, the extension is compatible with all the custom & standard fields as well as all field types (text, picklist, multi-select, currency, lookup/relation, etc.). And it also supports custom filters and views. VTiger Related & List-view Edits is a great way to enhance the efficiency of your CRM system. The ability to modify records without the actual requirement
2 Must Have VTiger Extensions For System Administrators
September 5, 2016
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In the previous weeks, we have discussed a number of useful VTiger extensions that you can avail and implement in your CRM for the ease of your team and users to enhance the productivity. Today, we suggest 2 extensions that directly benefit system administrators in the most superior way. VTiger Automated Backups This stellar app for VTiger allows system administrators to backup VTiger Files & Database to a local folder or an off-site FTP without any hassle. The process is simple and easy. With VTiger Automated Backups module, you can go through and schedule out your automated backups for the best possible and timely outcome without any struggle. The number of days for keeping backups, frequency of the autorun, and the email notifications can be configured. Retrieving the backup is nothing more than moving back to the interface for VTiger Automated. For detailed information about the extension including
2 VTiger Extensions For Documents & Files Management
August 31, 2016
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There is no doubt about the importance of VTiger’s Document module. You can perform a lot of tasks with the module, but a couple of features are missing that may become very handy. Have a look at those features, covered very professionally by VTExperts with these extensions. VTiger Document Manager Just imagine creating one or multiple document records by simply dragging and dropping file or files anywhere on the screen. That is the potential of VTiger Document Manager. Being the top VTiger extension for Documents & Files/Folders management on the marketplace, it helps to keep all of the files organized. Plus, now you can see the user to whom the file belongs. You won’t have to go anywhere; the document and list themselves state the ownership. The extension is very accommodating in saving you precious minutes. It just takes about 30 seconds to open a document record, browse,
Generating/Combining Master Invoices in VTiger
August 31, 2016
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VTiger is a CRM, but also has some accounting elements such quotes, invoices & orders. Invoice functionality is as in any other accounting system – collect payments, export to PDF, mail or email it. If you are dealing with few invoices a month per customer – that might just work. However, if you end up with 10+ invoices that need to combined – we might be able to help. Currently, VTiger does not allow to combine multiple invoices into one “Master Invoice”, so we customized it to allow users to search for invoices using filters and select the ones that need to be combined and create one “Master Invoice”. We also added few custom fields to help keep track of the invoices combined. In addition, the “Master Invoice” will include all the items from the single invoices and will have a unique PDF template, which is easy to follow for the
How to Enable PHP-SOAP
August 30, 2016
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PHP-SOAP is a php extension that is required in order to use our VTiger Extensions. In most cases, this php extension is already enabled and no work needs to be done. However, in cases where it’s not – you will need to install php-soap on your webserver. Dedicated Unix Server If you are server administrator, you will need to log into terminal (SSH) using putty and install soap. Ubuntu: Run “apt-get install php-soap” and restart your webserver. Debian: Run “apt-get install php5-soap” and restart your webserver. Centos: Run “yum install php5-soap” and restart your webserver. If none of those work – please try google and see what you can come with. Every server is unique and it’s hard to explain in a tutorial that applies to all. Shared Server (Hosting) If your VTiger is hosted at hostgator, godaddy, deamhost, siteground, etc.. shared plan – it is your best bet to
How to Install IonCube Loader
August 30, 2016
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The Ioncube loader is a free PHP module to load files that were protected with the Ioncube Encoder software. We use IonCube encoder to protect VTiger extensions and all the hardwork we put in them. The procedure to install IonCube is fairly simple and takes less than 5 minutes. Dedicated Unix Servers If you have a dedicated unix server and have control of apache/httpd, all you need to do is download the ioncube loader and add a line to a php.ini. Here’s an excellent step by step guide https://www.howtoforge.com/tutorial/how-to-install-ioncube-loader/ Shared Servers If your VTiger is hosted at hostgator, godaddy, dreamhost, siteground, etc.. shared plan – it is your best bet to either contact the hosting provider and ask to enable IonCube loader, or search for instructions on their wiki/help site. Windows Servers If your VTiger is hosted on Windows server – you can download IonCube loader setup
Image Gallery in VTiger
August 30, 2016
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VTiger has the ability to attach and store documents which work very well. However, it is missing an ability to add images/pictures and view them without opening. We’ve developed a section on VTiger record which allows the users to attach unlimited number of images, and those images are displayed in the grid view. Meaning that you can see a thumbnail of the image. We also added the ability to zoom in and out which is extremely helpful for people having to deal with a lot of photos.In addition, the images can be moved around & deleted. This is just another VTiger customization we’ve done – if you need similar functionality, feel free to contact us. Thanks
3 VTiger Extensions To Customize Service & Sales Orders
August 29, 2016
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We, here at VTExperts Inc., keep a closer look on our users’ needs. So, the significance of sales orders and services is not something that we look away from. While using VTiger CRM, the Product & Services can be managed in several ways. But we observed some important customizations missing, which could be very helpful in services & sales purchase orders management. These 3 extensions from VTExperts exactly cover those missing features: Item Details Customizer – Advanced VTiger Item Details Customizer (Advanced) is the pro version of its successor and standard “VTiger Item Details Customizer” extension, with several extra features. You can customize Item Details (Product/Services) for Quotes, Invoices, Sales, & Purchase Orders. Moreover, you can also specify new formulas for each column as well as customize formulas for Totals. The extension accommodates multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Also, it is compatible with PDF Maker that enhances its
VTiger Toolbar For Firefox Is Capabale Of Creating Records & Lot More
August 26, 2016
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Firefox is one of the top internet browsers with a great number of users. If you are one of the Firefox users as well as the VTiger’s, we have a great VTiger plugin for you. With the Firefox plugin for VTiger 7, you can create records directly from the Firefox toolbar without the necessity to login again and again to the VTiger CRM account. You can create Leads, Contacts, Organizations, Tickets, Vendors, Products, and Documents. So there is no need to login to VTiger account every time you have a record to create, as you can do so on the go. This might be one of the best time saving features for your business. We have designed some extremely useful similar extensions for Gmail, Outlook, and Office 365 that are capable of all of these and lot more. Visit the Official Corrensa Website for details (the VTiger Corrensa extensions are
Custom Availability Schedule on VTiger Record
August 26, 2016
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One of our customer’s business model is to recruit people in medical industry. In addition to having to collect the data about the person, they also need to know his/her schedule. The niche they are in, requires a very detailed availability schedule of the person they are trying to recruit. We built a custom ‘availability schedule’ within VTiger which allows the user to open the record, in this case contact, click the “Availability” section and update record preferences there. It includes the columns for all days of the week as well as the hour periods that apply. It’s easy to use design only requires user to click on each checkbox to pick the time frame. We also added a trigger which locks or unlocks the availability calendar – this way only certain people can access it and no one will update it by mistake. The availability can also be reported on as well
Synchronize Magento Shopping Carts With VTiger
August 24, 2016
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If you are aware of the word Magento, you’d surely know about what is a Shopping Cart, as well as the other way around. That’s how much powerful Magento is. A shopping cart is a piece of e-commerce software on a web server that allows visitors to an Internet site to select items for eventual purchase, and Magento is an open-source technology that provides the online merchants with a flexible shopping cart system. Heads Up! Magento Community (version 1.6 upto 1.9.) are supported by the VTiger 7 Shopping Cart module Note: Only Sales Professional and Ultimate Edition of VTiger 7 CRM offer this handy feature Overview VTiger 7’s Shopping Cart module is designed in such a way that it caters Magento Community Edition 1.6 to 1.9. Three common modules which are featured by VTiger 7 are as following: Contacts in Vtiger as Customers in Magento Products in Vtiger as Products in Magento
VTiger Integration with UPS
August 24, 2016
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Out of the box VTiger has a great system to handle sales orders which allows the user to convert the sales order into invoice, purchase order, as well as to create recurring invoices. If your business requires shipping and handling products – you might be able to take advantage of the VTiger customization we did, which allows users to generate tracking numbers and print labels using UPS API. The customization allows the user to generate tracking number from within the sales order screen, by simply clicking the button. It is integrated with UPS API, which sends the package weight, dimensions, location and retrieves valid tracking number stored in VTiger. The user can then click on the tracking number and it will open the UPS tracking website. In addition, we added the ability to process 100s of orders at a time. The customer who we built this for – is shipping 300-500
VTiger View with Multiple Tabs
August 23, 2016
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VTiger Detail view can get busy very quick. Most businesses need to capture and store a lot of information (fields & blocks) on the record. Creating multiple blocks and 100’s of fields is one solution, however it becomes difficult for the user to scroll through all of those fields/blocks and find what’s needed. We came up with the solution that allows to create tabs and store the fields and blocks inside the tab. If you look at the screenshots below – you will see that the tabs make it a lot easier to find and update the record. We even added a ‘multi line’ tab which allows to create unlimited number of rows within the tab. Large description/text field is usually comes in handy as well. Need similar/same functionality implemented? Please contact us!
Create, Manage, And Upload Documents In VTiger
August 22, 2016
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Let’s discuss a much needed module of VTiger 7, the Documents module. It is for VTiger CRM users to save files like it’s done in the Drive. But these files can be uploaded directly and you can use an external link to download the files back. There is more to it; you can manage the files in the form of folders in VTiger 7. Everything is explained later in the article, so let’s continue. Note! The maximum file upload limit is 5 Mb. Documents Management For documents, there are a number of options available in list view. Let’s learn what they precisely do: Field Name Actions you can perform on the records in list view With this Pencil (edit) button, you can select multiple documents and perform an action in a group As we can assume that it’s the Delete button, the only addition I want to do here
5 VTiger Extensions To Enhance Quotes And Invoice Generation
August 19, 2016
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At VTExperts, we try our best to provide you complete CRM solutions. And it cannot be accomplished without focusing on the accounts department. So we created several extensions that will be extremely helpful in creating quotes and invoices more efficiently. VTiger Product & Service Lookup This extension for VTiger is specially designed to enhance the output of sales documentation including Quotes, Invoices, Sales, and Purchase Orders. You can manually submit the Part Number, Category, Product Description or any other field that you configure to be the search field for Products/Services and see the results without opening the popup. Also, you can specify separate result fields including price, description, or again, any standard or custom VTiger field. VTiger Product & Service Lookup eliminates the need for the extra click (popup) and increases the efficiency and accuracy of adding Products or Services to the Quote, Invoice, Sales, or Purchase Order. For
Integration And Configuration Of VTiger & Quickbooks Online
August 16, 2016
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As we are on a streak to discuss the integrations of multiple extremely valuable tools with VTiger 7, here comes another one, Quickbooks (Online). This useful tool of VTiger 7 allows you to integrate your Contacts, Products, Services, Vendors and Invoices with QuickBooks (Online) very easily. All you have to do is gather information in one place and it will sync QuickBooks Online and VTiger 7 CRM accounts. Note! The feature is available for Sales Professional and Ultimate Edition users. Officially this feature is proposed for users residing in USA, UK, India, Australia and Canada. But, customers from other regions can also avail it. VTiger & Quickbooks Integration is designed to meet your requirements in an efficient way. Check it out. Fulfilling Requirements In this section we will brief you how to use this integration in VTiger 7 CRM. Prior of initiating the integration process you have to connect the VTiger
VTiger Exchange Connector Keeps Contacts, Leads, Organizations, & Events Synchronized
August 12, 2016
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We have explained several ways to synchronize the data between different clients and VTiger CRM. Every technique has its own benefits and limits. So you can choose any of all the options according to your requirements. For that, you might also want to have a look at our latest release, Corrensa. You can also sync VTiger 7’s Contacts, Leads, Organizations and Events (Calendar) automatically with the tasks (held between Exchange clients like Outlook web app). But for integrating Exchange Connector with VTiger 7 the user must possess the knowledge regarding Powershell and Exchange Server administration. VTiger Experts have years of experience and can provide any service you require. Exchange Connector Pricing and purchasing of Exchange Connector: External Link Exchange Server Exchange Server helps in managing information as it is an information system whose primary task is related to emails, share calendars, contact lists, etc. This application is developed by
4 VTiger Extensions To Collaborate & Enhance Team Work
August 9, 2016
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Business is a team work that you run with your strategies. Out of the team work and strategies, the later mostly depends upon your creativity as well as professional approach. You can enhance your strategies and strengthen them with experience. On the other hand, your team’s coordination is completely a different game that depends upon a lot of factors most of which are governable. One way to do so is by employing the best-suited tools and techniques that would boost the efficiency of your working party. You can accomplish a lot for your business with VTiger CRM, but you’ll be surprised how fruitful these 4 extensions can be towards the collaboration of your team. VTiger Multi User Assignment There is only one way to assign a record to multiple users in VTiger i.e. by forming a group of those users you want to put in, manually. We took
VTiger’s Esign Module Has The License For DocuSign Integration
August 4, 2016
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Current business environment is very competitive and because of this very reason even small act of negligence can cause serious harm to the business. A task which is in repetition in everyday schedules makes it a very important one, that is signing the documents related to business. VTiger 7 provides you with a great integration with the app named as DocuSign, which allows to sign documents electronically according to the ESIGN Act. This feature not only saves time but also smoothens the business cycle making it more efficient and cost effective. Note! DocuSign is featured in Sales Professional, Support Professional and Ultimate Edition of VTiger 7. Getting documents signed by clients is an essential part of daily business dealings. DocuSign aids to get agreements and documents signed by the clients and customers electronically. You can also send PDF files that are Internal or generated by Print template, and for doing so all you need is to incorporate
3 VTiger Extensions To Track Time & Stay On Top Of Support Tickets
August 2, 2016
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As the competition grows, companies deploy more and more advanced tools and techniques to avoid time consuming tasks or get them done rather quickly. As VTExperts always brings on some outstanding customizations for your VTiger CRM, we also thought it would make it more convenient for you if we categorize some really valuable extensions. So we collected a series of 3 VTiger extensions that you can employ to save time and make things easier for support team. VTiger Time Tracker – User Time Management VTiger Time Tracker Extension sounds like mere a time tracking customization. Yes, it allows users to keep track of time while working on important or otherwise assignments – but it does a lot more. It can run more than one timer, with the option to toggle between different running timers. Plus, it supports custom fields, comments, and manual time tracking. And it doesn’t have to stay on top;
Inspect, Anticipate, And Present Your Reports in VTiger
July 28, 2016
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“Reports” is a strong module and play a vital role in the success of your business, as it helps to maximize the productivity of your sales department. Reports enable sales team to collect data which is more critical to them just by going through the report and the hassle of checking thousands of the records is not required. On the top of that VTiger 7 Filters help you select the reports that are crucial to you in short span of time with convenience. How to Generate a Report First of all click the Report icon, located on the top right corner of the screen From the menu choose the Add Report option Stage 1. Details of the Report The first step of generating report requires you to provide some basic information regarding the report. This information can include Report name, Report folder, Primary module etc. The following image will show
Customized VTiger Duplicate Merge Tool
July 27, 2016
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VTiger has a built in ‘Find Duplicates‘ tool which works with all the standard & custom modules., The tool can be accessed from “Actions” –> “Find Duplicates”. It’s sophisticated enough where the user can select multiple fields to check for duplicates as well as exclude the empty values. In addition, the fields selected are displayed as columns and “Merge” button allows to compare records side by side, and of course, merge. Merging duplicates is a tedious process and requires a lot of patience, effort and most importantly, time. We’ve come up with a way to speed up the duplicate merging by enhancing current VTiger Duplicate Merge Tool. First – we added additional columns to allow users to see more information about the records to be merged, even though those fields/columns are not parts of duplicate check. Standard functionality only allows to show fields as columns which you are ‘checking as duplicates’,
VTiger & Sage 50 Integration – Sales/Purchase Order Import
July 26, 2016
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VTiger & Sage 50 Integration Sales/Purchase Order Import Sage is an accounting system used by many businesses around the globe and having it integrated with the CRM is crucial. There’s currently no extension that would enable seamless sync between Sage 50 and VTiger. We’ve worked with many accounting systems, such as, Xero, QuickBooks, Peachtree (Sage 50) and are very familiar what is involved in developing the integration between the two. VTiger CRM has exceptional quoting & invoicing capabilities as well as generating sales & purchase orders. However, it’s not ideal for accounting purposes and that’s why we created a custom export/import that gives the ability to transfer data from VTiger to Sage 50. The customization consists of 2 parts: Export Exporting VTiger Sales Orders Exporting VTiger Purchase Order Import Importing VTiger Sales Orders Importing VTiger Purchase Orders We added a button to each record “Export to Sage 50”. The button creates a file