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

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

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

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

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

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 CRM’s basic search

The Rich text editor in vtiger CRM is more than just a tool for styling, it is an important feature that enhances communication. Rich text editor is also known as WYSIWYG HTML editor. Using a rich text editor in vtiger, you can convert your text area to a rich text field and change the existing field into rich text.

The data consistency across related records is essential for maintaining accuracy in CRM data management. This Related Record Update extension for VTiger can simplify this by enabling seamless updates between related records. For example, ‘’when you are updating an organization’s address, it automatically reflects in the related contact’s  address’’. This extension can  set automation possible,

Managing customer assignments can be challenging, especially when you want to balance workloads and ensure that every team member has an equal chance to interact with customers. Round Robin Assignment for VTiger is a best extension, providing an automated solution that can distribute customers across your team equally without any hassle.  What is the Round