Bibin George

Fix Gmail SMTP Outgoing server setup Issues in Vtiger CRM version 8.3 – Fast, Secure, Reliable

Send emails directly from your CRM with a secure, reliable Gmail SMTP setup Integrating Gmail with your Vtiger CRM is essential for streamlined communication, better email tracking, and improved productivity—but getting the configuration right can be tricky. With changing Google security standards, SMTP errors, and the need for precise settings, even small mistakes can block […]

How to Create Rich Text Fields in Vtiger CRM

Introduction Rich text editor allows you to format your vTiger CRM data. The rich text editor gives you 2 options: You can enable rich text editing features for fields ( HTML fields )in a module or you can create a new text area with rich text editing features. Option 1 Enabling Rich Text Editor for […]

How to translate field / block labels in Vtiger CRM

How to Install modules / extension in Vtiger CRM

Introduction Install Modules in vTiger CRM requires only a few simple steps. Here is the step-by-step guide on how to install the module in a vTiger module builder. STEP 1 Download the module builder Zip STEP 2 Access vTiger CRM STEP 3 Install module on vTiger CRM After a short while, you will see a […]

How to update related records when updating a record in Vtiger CRM

How to update related records when updating a record in Vtiger CRM. Test

How to export Vtiger CRM records as Excel ( XLS ) file from list view

How to Connect Vtiger CRM with external applications

Enable Round Robin Assignment for your Vtiger CRM for auto assigning leads and tickets

Create Vtiger CRM Custom Modules for your tailor made business requirements

vTiger CRM custom modules provide flexibility to your CRM according to your business requirements. vTiger module builder helps you create vTiger CRM 00 % coding standards and thereby increase your vtiger CRM functionality. KEY TAKEAWAYS FLEXIBILITY INTEGRATION SCALABILITY USER-FRIENDLY COST-EFFECTIVE INTRODUCTION: CRM Software is essential for every business, however, if it is rigid in nature, […]

How to Enhance Your Vtiger CRM Security? Analyse the Benefits of Two-Factor Authentication!

Introduction In the open-source version of Vtiger, there has no Two Factor Authentication ability to login for Vtiger users until now. If someone get the login credentials of CRM users, they can easily access and manipulate the system. This can result in the loss of your valuable business data to unauthorized individuals. This totally affects […]