Vtiger Tips and Tricks

Twilio is a developer platform for communications- it is used to add capabilities like voice, video, and messaging to different applications. Vtiger Twilio SMS integration opens up a new channel for CRM users to reach out to the customers. Twilio SMS for Vtiger can be used for- Sending and receiving SMS as and when required. Making SMS Templates like birthday wishes, anniversary ...
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After the release of Vtiger 7.1.0 GA there were few issues identified such as: - Picklist colors were not appearing in List View- http://code.vtiger.com/vtiger/vtigercrm/issues/895 - Price being picked up incorrectly when using Pricebook- http://code.vtiger.com/vtiger/vtigercrm/issues/876 - Minor layout issues- http://code.vtiger.com/vtiger/vtigercrm/issues/904 etc.. Following that, Vtiger Team released a Hotfix today and re-packaged the downloads. Message from Vtiger team: Close to a week now after 7.1.0 ...
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In our previous article we went through Duplicate Record Prevention feature introduced in Vtiger 7.1. Let us go through another very interesting feature which allows you to add fields from other related modules in your filters (released in Vtiger 7).. For example, Contacts module has a Reference field of Organization Module. This feature allows you to add fields from Organization ...
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A day before Vtiger Team has announced the release of Vtiger 7.1 RC with new features and bug fixes. Duplicate Record Prevention is a new feature which has been shipped with Vtiger 7.1. This prevents creation of duplicate records from any source e.g. from browser, mobile or webservice. This is a great feature and really helps in managing your data ...
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What is a Picklist  field in Vtiger CRM? Picklist is a dropdown field with list of options available, within which, only one option can be selected. In Vtiger, you can show values in Picklist based on value selected in other Parent Picklist. For example, if you setup Picklist dependency between Picklist Country and Picklist State, when you select State as ...
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Once you have configured Mail Manager in Vtiger, you can perform different Email action like creating Leads, Contacts, Organizations, Case, Task, Event or an Opportunity from within your email. You can update existing records and associate Task, Event, Case etc with the record. You can also create and send emails directly though Mail Manager in Vtiger. How to create a record from your ...
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You can configure your work email supported by Gmail, Yahoo, Hotmail etc. in Vtiger Mail Manager. This allows you to open emails in Vtiger, use all the functions that you want to use in your email without changing any window. Lets go through this step by step. Click on Mail Manager from the main list on the left side of the ...
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Create Filters in Vtiger With Vtiger CRM you can create list of filtered records in a module. You can do this by adding conditions used to filter a set of records in a module. For instance, you can quickly filter the records in a particular State and assign the records to your Sales Agent in that State. Lets go through ...
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Twilio is a developer platform for communications- it is used to add capabilities like voice, video, and messaging to different applications. Vtiger Twilio SMS integration opens up a new channel for CRM users to reach out to the customers. How to configure Twilio SMS in Vtiger 7? Choose SMS Notifier Entity form the Support App. From the drop down menu Customize ...
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In Vtiger you can add custom field in entity modules [organizations, leads, quotes, products, contacts,etc.] of apps [marketing, sales, inventory, support, projects]. See the below image to understand what are entity modules and apps.   To add a custom field to Contacts entity module- First click on contacts and select Contacts Field & Layout from the drop down Customize on ...
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