SuperCharging Vtiger CRM
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User Guide : Global Search

Global Search can access information quickly and accurately across all fields in Vtiger CRM, whether it is standard or custom. It unlocks full-field search, making it easy for teams to access any piece of information stored in Vtiger, even if it’s within a custom field. You can set up Global search through these simple steps: […]
User Guide : Related Record Update

The data consistency across related records is essential for maintaining accuracy in CRM data management. This Related Record Update Extension can simplify this by enabling seamless automated updates of related records across different modules in your Vtiger CRM. 2. Select the target module that aligns with your related records. Here, we select ‘Organization’ as the […]
User Guide : Round Robin Assignment Extension in Vtiger CRM

Round Robin Assignment extension is a powerful tool, can automate assignments of CRM records, ensuring new customer inquiries, leads, or support tickets or any other module, evenly across selected team members. Through Vtiger Round Robin Assignment extension, You can manage record assignments effectively while balancing workloads seamlessly, in simple steps. 2. Choose the Target Module […]
User Guide : Export Records to Excel (XLS) Extension in Vtiger CRM

In Vtiger CRM, exporting records to Excel is an essential matter for data analysis and reporting. But all the times the users face a common problem that they can’t export only the specific fields they need. By default, Vtiger exports all the fields of data and it leads to messy and unnecessary data overload. Here, […]
User Guide Vtiger CRM Two Factor Authentication

Two Factor Authentication (2FA) is a most effective security, that enhances data security by requiring both a password and a verification code for Vtiger CRM access. After the enabling of 2 FA, even if someone knows your username and password, they cannot log in without entering a passcode that sent to their email. This additional layer […]
User Guide – vTiger Relationship builder

User Guide – vTiger Relationship builder Create Relationships between different modules according to your business-specific needs. By doing this you can connect any related data which helps you in easy access to all related information without any complications. you can create relationships between any modules using these simple steps. STEP 1- Accessing module builder Login […]
User Guide- vTiger Module builder

User Guide- vTiger Module builder Enhancing your vTiger CRM functionality is crucial as your business grows. customizing your vTiger CRM according to your unique business requirement will increase performance. But how exactly do you create custom modules? you can create custom modules in vtiger CRM effortlessly using vtiger module builder and relationship builder. To begin […]