VTiger Blog – News, Common Errors & Helpful Tips
Kanban View Icon Moved To Lists In VTiger
December 3, 2018
Article
Kanban View in VTiger Most of the systems have Kanban view to visualize sales and support performance and workflows. In VTiger open source, we cover this void. Kanban view is an extension for VTiger open source that allows to quickly create dynamic cards and exhibit the team’s performances as well as to collaborate with teams and manage sales, opportunities, tickets, projects, project tasks, or any other list of records. The extension also supports drag & drop feature to quickly move cards among columns that are configurable field values. This updates the field values/status/stages of the records (cards). How to Access Kanban View in VTiger (New) We are hereby to announce a UI change, where we moved the Kanban view button from top and added it to the lists in every module. This looks like a slight change, but that actually saves Kanban resource from being triggered every time the listview
Knowledge Base Extension
December 3, 2018
Article
Knowledge Base This extension was designed to allow users to access internal documentation more easily. Very easy to use navigation/interface accessible from any page in VTiger. In addition, you can open and close it while editing/creating records. It does not loads a new page and keeps you on the current page. It basically opens a popup/overlay, meaning that you can open and close it while editing/creating records. In knowledge base you can put any of your internal documentations/FAQ’s. It has instant + smart search, where the results will be displayed as you type. We added custom search logic to find only relevant articles. It will give you all the articles that have subject or description that contains the searched query. The plugin itself is fully customizable. You can create your own category, set limits on articles, configure custom permissions and much more. In this article we will go over a simple
Convert Quote/Invoice/Order To Project Extension For VTiger – New Release
November 30, 2018
Article
Quotes, Invoices, Sale Orders, and Purchase Orders are extensively used modules in VTiger. Every company deploys them according to their own requirements as well as the laws of their area/country. But most of companies create Projects on the basis of the payments, processed by these modules. Why shouldn’t we directly convert a quote, invoice, sales order, or purchase order to a project? This would save lot of time, manual effort, as well as decrease the probability of error in the process. A new extension is available – Convert Quote/Invoice/Sales Order/Purchase Order to Project to do the job. It enables to convert one of those records and directly create a project out of them. Once installed and configured, the extension adds a button to the Quote/Invoice/Sales Order/Purchase Order. Open a record, click the button, and map the information to new project with just few clicks. All of the info
Quick Edit Popup In Summary Widgets For VTiger
November 30, 2018
Article
Accessing a related record in VTiger is basic knowledge for every VTiger user. Go to the module and open a primary record. Then find the desired related module icon and click. You will see the list of all the related modules without any problem and uhmm – filter. Summary Widgets OR you can use Summary Widgets extension to show related records to be shown in a table form right at the summary view. The extension Summary Widgets for VTiger allows to show records on a primary module’s summary view. It supports configuring filters for the related records. You can also select or create new records and relate them to the current primary record – right from the widget. Simply add the desired information to the popup and everything gets taken care of. There’s lot more information about the extension Summary Widgets on the product page and user guide.
Search Popup Filter For VTiger – New Release
November 27, 2018
Article
There’s no doubt about searching related records in VTiger via popup search is not as they are supposed to be. Once you try to create a new record, and select one related record, going through a list of even more related records for a secondary module does not make any sense. To cope with the problem, we came up with this idea to add Search Popup Filters, and we did. Search Popup Filter extension for VTiger 7 allows to apply filters (or condition) that will strain the results the user will get when selecting any record from a lookup/select/search popup in VTiger. For example, if you are creating a new ticket – you select an organization and then search for the contact to be associated with the ticket, by default – you will see all contacts in the system. However with this extension, you can configure contact lookup popup to only
When Creating A Ticket Only Show Contacts Associated With Ticket’s Organization In VTiger 7
November 23, 2018
Article
Search Popup Filter This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. It is fully customizable, meaning that you can set any condition which makes most sense to your business. One of the more common examples is “only show me Organizations that are Active (exclude Inactive)”. In addition to simple filters, you can also use “Compare with parent” operator, meaning that you can apply a filter which will check field value on the record you are on and compare it with the related record, for example if you are attaching asset to the ticket, by default you would see all available assets in the system, however you could configure it to only show assets related to an organization/customer that you are creating ticket for. In this article we will go over a simple use case on how
Only Show Active Organizations When Creating A Ticket In VTiger 7
November 21, 2018
Article
This extension was designed to apply filter (or condition) that will limit the results user will see when selecting a record (any) from a lookup/select/search popup in VTiger. How to Show Active Organizations Go to Menu > Settings > CRM Settings > Extension Pack > Search Popup Filter. Click on “New Search Popup Filter”. Add module. Select the related field. Add a condition according to your requirement. While creating a new ticket it will only search for Active Organizations. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Email Conversation/Preview Extension For VTiger 7 – New Release
November 12, 2018
Article
The standard view of emails in VTiger is quite uneasy to use. Every single email gets showed up in the related emails section. Information regarding emails is displayed in columns. If you need to view an email – you click it and it pops up, so far so good. But next email requires closing the current one and opening it which is quite irritating. But you know that already, right? What’s new in the market is the Email Preview/Conversation extension for VTiger 7 open source, which transforms “simple” email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don’t need to open email to see the response. In addition, it differentiates emails from customers versus VTiger users by highlighting the background and adding divider borders. The plugin is configurable, where you can define how many characters
Email Marketing/Campaign Extension For VTiger Supports Resubscribe Contacts
November 9, 2018
Article
Email Marketing Automation/Campaign is an extension for VTiger 7 that transforms VTiger into sophisticated email marketing/campaign tool. It includes a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that shows exactly what and when is going to be sent. In addition, it supports batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once. The tool comes with #1 open source email builder to design modern campaigns. As the extension allows the receivers to unsubscribe from the email lists, according to the latest user right laws and GDPR restrictions, the tool is no less than any modern and fancy email marketing tools. Now we have added the ability for system admins to Re-subscribe the unsubscribed users. This helps for the addresses where you see client being interested
Progress Bar – New Extension
November 6, 2018
Article
There’s barely anything this visual, easy, and practical in VTiger summary and detail views, as Progress Bar. It is designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field. Progress bar for VTiger 7 is displayed in the header of each record. The bar displays all values from a selected picklist as well as the current value for specific record. The values/stages are also clickable – where clicking a stage/status changes the picklist value – just like that. The record gets updated when user clicks on progress bar value. Progress Bar for VTiger 7 can be configured on any module (as long as it has picklist field). The simplistic design allows users to easily see the stage the record is in and update with a single click. Adding a Progress Bar to any module is pretty easy. You can simply go to
Synchronize My QuickBooks Customers To/From VTiger 7
November 4, 2018
Article
Quickbooks Online Integration with VTiger is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders (Sales Receipts), Purchase Orders, Vendors as well as Items (Services & Products). An easy to trigger option to synchronize data manually or on the schedule. It supports custom fields on the invoice as well as customer (flexible mapping). How to Synchronize Contacts Go to Menu > Settings > CRM Settings > Extension Pack > Quickbooks Online. In Customer Tab you can map fields into Quickbooks. Create a contact. You need to check box “Sync to Quickbooks” and that will automatically add this record to the queue to be synced with Quickbooks. Here is the synced Contact/Customer from the VTiger. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Synchronize My QuickBooks Items (Products/Services) To/From VTiger 7
November 4, 2018
Article
Quickbooks Online Integration with VTiger is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders (Sales Receipts), Purchase Orders, Vendors as well as Items (Services & Products). An easy to trigger option to synchronize data manually or on the schedule. It supports custom fields on the invoice as well as customer (flexible mapping). How to Synchronize My Items Go to Menu > Settings > CRM Settings > Extension Pack > Quickbooks Online. In Product & Service Tab you can map fields into Quickbooks. Create a Product. You need to check box “Sync to Quickbooks” and that will automatically add this record to the queue to be synced with Quickbooks. The integration supports tax sync. Here is the synced Items from the VTiger. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Synchronize My QuickBooks Payments To/From VTiger 7
November 4, 2018
Article
Quickbooks Online Integration with VTiger is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders (Sales Receipts), Purchase Orders, Vendors as well as Items (Services & Products). An easy to trigger option to synchronize data manually or on the schedule. It supports custom fields on the invoice as well as customer (flexible mapping). How to Synchronize Payments Go to Menu > Settings > CRM Settings > Extension Pack > Quickbooks Online. In Payments Tab these predefined fields are not editable. Create an Invoice and add a product and service. You need to check box “Sync to Quickbooks” and that will automatically add this record to the queue to be synced with Quickbooks. In invoice records. Click on the payments and “Record a Payment” The payment automatically will be synced with Quickbooks. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Synchronize My QuickBooks Invoices To/From VTiger 7
November 4, 2018
Article
Quickbooks Online Integration with VTiger is an extension connecting VTiger to QuickBooks and enabling bidirectional synchronization of Customers (Organizations/Contacts), Invoices, Payments, Quotes (Estimates), Sales Orders (Sales Receipts), Purchase Orders, Vendors as well as Items (Services & Products). An easy to trigger option to synchronize data manually or on the schedule. It supports custom fields on the invoice as well as customer (flexible mapping). How to Synchronize Invoices Go to Menu > Settings > CRM Settings > Extension Pack > Quickbooks Online. In Invoice Tab you can map invoice fields into Quickbooks. It also supports custom fields. Create an Invoice and add a product and service. You need to check box “Sync to Quickbooks” and that will automatically add this record to the queue to be synced with Quickbooks. Here is the synced invoice from the VTiger. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Change/Rename Field Labels In VTiger 7
November 4, 2018
Article
Label Editor for VTiger was designed to change any label/element in VTiger. It supports fields, modules, buttons, menu items, lists and much more! Very easy to use interface (pick language, module, search and edit labels). It has a built-in search to locate any labels that are not as obvious. How to Change/Rename Field labels Go to Menu > Settings > CRM Settings > Extension Pack > Label Editor. Select your input language. Select Module file you want to put changes in. It will show all the Variables and from there you can change the Labels. Click on “Edit” button and enter the new Label. The First/Last Name field labels are changed to Customer First/Last Name. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Change Menu Name In VTiger 7
November 4, 2018
Article
Label Editor for VTiger was designed to change any label/element in VTiger. It supports fields, modules, buttons, menu items, lists and much more! Very easy to use interface (pick language, module, search and edit labels). It has a built-in search to locate any labels that are not as obvious. How to Change Menu Name Go to Menu > Settings > CRM Settings > Extension Pack > Label Editor. Select your input language. Select Module file you want to put changes in. It will show all the Variables and from there you can change the Labels. Click on “Edit” button and enter the new Label. The Sales menu label has been changed to Sales and Customers. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Set Default Tax Mode In VTiger 7
November 1, 2018
Article
Pretty much every business has the needs of calculating taxes on the go while generating quotes, invoice, sales orders and/or purchase orders. The taxation in VTiger is quite up to the mark. Admins can set individual as well as group taxes on line items. However, there’s a very tiny limitation which does not allow to change the default tax mode. The default tax mode in VTiger is “Group Tax”. A huge number of companies use “Individual” tax mostly. This default setting of Tax mode in VTiger makes it annoying for those companies to change the mode manually each time they need to add an invoice, quote, SO or PO. It even become a problem if an organization needs to generate hundreds of such records every day. We did a customization for one of our client, where we simply switched the default tax mode from Group to Individual. So, when they
Easy Item Lookup Extension For VTiger 7 – New Release
November 1, 2018
Article
The standard product selection process of VTiger 7 is not very user friendly, when adding products to Quotes, Invoices, Sales Orders, and Purchase Orders. There’s no easy way of filtering the Products, Services, and Product Bundles in any way except for searching for them manually. It does not allow to find a product visually with the image. The in-active products cannot be accessed or filtered. Once a product is added and users go back to re add some more products, there’s no way to see which products have already been added to the list except for closing the item selection popup and remembering the list manually. We can go on about the limitations of standard product selection. Or we have a better thing to write about. A new extension for VTiger has been introduced that addresses all the above mentioned limitations as well as do more. Easy Item
Rename Module In VTiger 7
October 25, 2018
Article
Label Editor for VTiger was designed to change any label/element in VTiger. It supports fields, modules, buttons, menu items, lists and much more! Very easy to use interface (pick language, module, search and edit labels). It has a built-in search to locate any labels that are not as obvious. How to Rename Modules Go to Menu > Settings > CRM Settings > Extension Pack > Label Editor. Select your input language. Select Module file you want to put changes in. It will show all the Variables and from there you can change the Labels. Click on “Edit” button and enter the new Label. The Contacts module label has been changed to Customers. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Display Emails Widget On Record Summary View In VTiger 7
October 24, 2018
Article
Email/Conversation view extension for VTiger transforms “simple” email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don’t need to open email to see the response. In addition, it differentiates emails from customers versus vtiger users by highlighting the background and adding divider borders. How to Display Emails Widget Go to Menu > Settings > CRM Settings > Extension Pack > Email Preview. Click “Enable Email Preview” to enable the extension. Enable the extension for desired module’s (Custom Modules also). You can Select the number of characters you want to see in the email preview. You can click the Email to expand and it will show additional text in the email. You can see the conversation view of emails in the summary view of the organization. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Schedule/Map Routes In VTiger 7
October 23, 2018
Article
Google Maps & Route Integration for VTiger was built to give your staff the convenience to quickly see the customers (or any other module with an address) on the map as a pin. It is also capable of creating different types of routes (Walk, Drive) as well as printing them as “directions” with an option to include the map (Identical to Google Maps). In addition, the routes can be generated either automatically or manually. Hot to Schedule/Map Routes Go to Menu > Settings > CRM Settings > Extension Pack > Google Map Scheduler. Check box to Enable the extension. Select the center of the location from where the radius will be calculated and the radius area to be covered. Select the modules for the extension. In Contacts module click on “More” and select “Google Maps Scheduler“. Select the contacts and click on routes. Click on Automatic and it will generate a route. For further
New Release – Gallery/Slideshow View Extension For VTiger
October 23, 2018
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Gallery/Slideshow view Extension for VTiger might be among the most searched extension. It is simply a plugin which allows to preview any documents (images/pictures) attached to VTiger record. Slideshow lists the thumbnails (files) on the right with the date created & document title with ability to scroll through all of them in just few seconds. In addition, it can be configured to only retrieve images/pictures from certain folder (done in configuration area). With Gallery/Slideshow view enabled, a button gets added to each record that shows the linked images for that record. Clicking the button will open a slideshow of the images allowing to go through all of the related ones. The user interface is very intuitive and easy to scroll through the images. The extension is already included in the Extension Pack. You can find all of the information about the extension on its Product Page. We also
Google Address Lookup Is Now Available In Quick Create
October 22, 2018
Article
Google Address Lookup for VTiger, Is now available in quick create modal popup. User can now efficiently and accurately enter the address in quick create modal popup by using Google Maps services. As you start typing the address, it will show all possible matches closest to your location. How to add Google Address in Quick Create Note: Please Upgrade the extension if you don’t see the button. Go to Menu > Settings > CRM Settings > Extension Pack > Google Address. Click “Allow on Quick Create” to enable the extension in quick create modal popup. Now it will lookup for locations in quick create modal popup too. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Add Fields To Quick Create Modal Popup In VTiger 7
October 19, 2018
Article
In Vtiger 7, User can add fields in the quick create modal popup. They can add/delete the fields in the modal popup according to their needs and it will save their time. How to Add Fields in Quick Create Go to Menu > Settings > CRM Settings > Module Management > Module Layouts & Fields. Select the Module. Click “Quick Create” button to add it in modal popup. Now this field will show in quick create modal popup. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Create Custom Layouts/Forms In VTiger 7
October 18, 2018
Article
Custom Views & Forms for VTiger is designed for system administrators. You can configure different views/layouts for any module with the help of this extension. It is capable of configuring multiple views for trouble tickets, e.g “Repair Ticket” & “Support Ticket” and for both views, you can specify different sets of fields and only display the fields that apply to each type of ticket. It Supports all modules. How to Create Custom Layouts/Forms Go to Menu > Settings > CRM Settings > Extension Pack > Custom Forms & Views. Click “Add Custom Forms & View” button. Select the module. Add a name for the form. You can assign profile’s. Drag and Drop fields from available fields. Dropped in field will be shown in the form which we are creating. While creating a new record you can select the related custom form. This is a custom form view which we just have created. For further help, contact us