When we reach certain points in record management in Vtiger CRM accidental or intentional edits can be a big mistake that can affect your organization’s structure and data operations. To address this issue vtiger CRM introduces closed states in vtiger CRM which is designed to secure finalized records. For Example there is no need of any further […]
Follow the path Customize vTiger CRM login page using the path : CRM_ROOT/ layouts/ v7/ modules/ Users/ Login.tpl Watch Video https://youtu.be/tRWt6Mpy_GQ?feature=shared
Steps to customize module icons Effortlessly customize Module icons in vTiger CRM by following the simple steps. Create the new icon with the dimension 20px x 20px representing the module. Go to path CRM Root / Layouts/ v7/ Modules/ Module name/ Module name.png Replace the existing file with the new icon. Watch Video https://youtu.be/XzTzUUtqJyk?feature=shared
Steps to customise Favicon customize Favicon in vtiger CRM and effortlessly personalise vTiger CRM interface. Create your Favicon image and convert it to .ico format. Path: Layouts > v7 > skins > images > favicon.ico Rename the original icon image and replace the default icon with your company icon. Watch Video
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 directly
Enhance Your Commenting Experience with the ‘Vtiger mention users in comment’ Read More »
Add your important Fields in the summary view in vtiger CRM Go to the Module Layout Editor, choose the required field, and activate the Key Field option. Your changes are now successfully applied. https://youtu.be/YSW38MhUYUE?feature=shared
Customize the header field in the related field popup list view in vTiger CRM. Navigate to the Module Layout Editor, select the desired field, and enable the Header Field option. That’s it your changes are complete. This will improve the data accessibility in your Records. https://www.youtube.com/watch?v=XHOmBV4js_E
How to add a header field in the related field popup list view. Read More »
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 matter where
Take Control of Your CRM: Customize Labels with VTiger’s Label Editor Read More »
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 and wastes your
Automate Data Entry and Simplify CRM Management with Vtiger field auto fill Read More »
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 for decision
Get real time data insights with Sum of list view for Vtiger Read More »
Boost your Vtiger CRM with Joobilant’s advanced extensions and expert development support.
