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

By Janna Parveen | December 4, 2024

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 […]

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

By Janna Parveen | December 3, 2024

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 […]

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

By Janna Parveen | November 26, 2024

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 […]

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

By Janna Parveen | November 18, 2024

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 […]

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

By Janna Parveen | November 15, 2024

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 […]

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Related record update extension in Vtiger CRM

By Janna Parveen | November 5, 2024

Introduction 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 […]

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Automate User Assignments with Round Robin Assignment for VTiger

By Janna Parveen | November 1, 2024

Introduction 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 […]

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Excel export for Vtiger : Empowering Businesses with Data Control

By Janna Parveen | October 31, 2024

Introduction 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 […]

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How to Enhance Your Vtiger CRM Security? Analyse the Benefits of Vtiger CRM two factor authentication!

By Janna Parveen | October 31, 2024

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 […]

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vTiger Relationship Builder: Enhancing Data Connectivity and Management in CRM

By Nandana MK | October 29, 2024

Introduction 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 modules and there by having a united view of all related data. What is vTiger Relationship Builder? vTiger relationship builder helps you create Relationships between […]

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Safeguarding Your Vtiger CRM with vtiger CRM two factor authentication

By Janna Parveen | October 23, 2024

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

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How to Create Rich Text Fields in Vtiger CRM

By Bibin George | October 18, 2024

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 […]

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How to get Sum of list view columns in Vtiger CRM

By Bibin George | October 18, 2024

How to get Sum of list view columns in Vtiger CRM

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

By Bibin George | October 18, 2024

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

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

By Bibin George | October 18, 2024

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

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How to Connect Vtiger CRM with external applications

By Bibin George | October 18, 2024

How to Connect Vtiger CRM with external applications

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

By Bibin George | October 18, 2024

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

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Create Vtiger CRM Custom Modules for your tailor made business requirements

By Bibin George | October 18, 2024

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, […]

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

By Bibin George | October 18, 2024

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 […]

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