Janna Parveen

Effortless Document Management with VTiger CRM’s ‘Drag and Drop’ Feature

In Vtiger CRM, managing documents is a time consuming task and we want to simplify the process to save time and effort. Using Drag and Drop Extension for VTiger CRM, the file management just became effortless. This simplifies uploading and organizing of documents in Vtiger CRM, makes the process faster, more efficient, and easy to […]

Enhance Your Commenting Experience with the ‘Vtiger mention users in comment’

Introduction The “Vtiger mention users in comment” extension is a great tool in online communication to make communication easier and more effective. It is very helpful to get a quick response. It allows people to tag or mention people to each other using the symbol “@”. So you can ensure that all important messages are […]

User Guide : vtiger CRM label editor

The vtiger CRM label editor is a tool that helps you customize the words used in your Vtiger CRM. You can rename fields, modules, and menus to make the CRM easier for your team to understand and use. Label editor for vtiger lets you create a CRM that fits your team’s needs perfectly. Step 1: […]

Userguide Field autofill for vtiger

vtiger field autofill Extension for VTiger is a powerful productivity tool, eliminating the need for repetitive data entry seamlessly by mapping fields between different modules. Step 1: Accessing Field Autofill for VTiger Step 2: Creating a New Field AutoFill Configuration Step 3: Setting Up Field Mapping for Vtiger CRM Step 4: Testing Field AutoFill In […]

Take Control of Your CRM: Customize Labels with VTiger’s Label Editor

Vtiger CRM is a powerful tool for managing your business, but sometimes the default labels and names don’t match how your team works. The Label Editor solves this problem by letting you easily change labels, menus, buttons, and more. In Label Editor, You have multiple language options to make the CRM accessible to everyone, no […]

User Guide : Vtiger CRM sum of list view

The List View Total in Vtiger CRM offers benefits that can provide real-time insights by quickly calculating totals for numerical data in list views without the need of manual effort, saving time and reducing errors. Step 1 : Accessing Vtiger CRM sum of list view Step 2 : Configuring List View Total : Set up […]

Automate Data Entry and Simplify CRM Management with Vtiger field auto fill

Introduction As a VTiger CRM user, you have faced the frustration of entering the same data over and over again when creating related records. Whether it’s entering office phone numbers, addresses, you want to type the same information into multiple modules. This problem leads to inconsistency in your CRM data, increases the chance of errors […]

Get real time data insights with Sum of list view for Vtiger

The List View Total is a powerful tool that helps users to get a quick overview of complete data for numerical fields in list views. If you are in managing sales, leads, or inventory, this tool is very helpful to simplify data analysis in reports and it helps business owners, sales teams or finance teams […]

User Guide : VtigerGlobal Search

Introduction Vtiger CRM Global Search can access information quickly and accurately across all fields in Vtiger CRM, whether it is standard or custom. It unlocks full-field search, making it easy for teams to access any piece of information stored in Vtiger, even if it’s within a custom field. You can set up Vtiger global search […]

How to Perform Global Search Across All Fields and Modules in Vtiger CRM

Introduction In Vtiger CRM, while the default global search allows users to search for data within specific fields, it can be limiting when you need to access detailed information across all fields. For Vtiger CRM users, finding specific data quickly can sometimes be a challenge, especially if you need specific details across all fields. Vtiger […]