Vtiger Guides

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

In the business, data management is important to decision-making and efficiency. For Vtiger CRM users, the Excel export for Vtiger extension allows owners to export CRM data to Excel, giving them full control to organize, and customize it to suit their business needs. Key Features of the Excel export for Vtiger Extension Export Data to Excel Format

In the open-source version of Vtiger, there has no Two Factor Authentication ability to log in for Vtiger users until now. If someone gets 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

Vtiger Relationship Builder helps to create meaningful connections between related data in your vtiger CRM. It is used to improve data connectivity within your CRM by creating relationships between different Vtiger modules and thereby having a united view of all related data. What is Vtiger Relationship Builder? Vtiger relationship builder helps you create Relationships between different

In a business environment, Your business data is one of your most valuable elements,  and ensuring its security should be a priority and a compulsory matter. However, in the open-source version of Vtiger CRM, the lack of vtiger 2FA leads your system to potential risks. If someone gets access to your login credentials, they could easily