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Automate Data Entry and Simplify CRM Management with Field Autofill

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 […]
Get Real-Time Data Insights with Vtiger CRM’s List View Total

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 […]
VTiger CRM Related Record Update (Workflow)

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 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, by saving […]
Automate User Assignments with Vtiger CRM’s Round Robin Extension

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. Vtiger CRM’s Round Robin Extension is a best extension, providing an automated solution that can distribute customers across your team equally without any hassle.  What is the Round […]
Export Records to Excel (XLS) Format Extension in Vtiger CRM: Empowering Businesses with Data Control

In the business, data management is important to decision-making and efficiency. For Vtiger CRM users, the Export Records to Excel (XLS) 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 Export Records to Excel (XLS) Format ExtensionExport […]
How to Enhance Your Vtiger CRM Security? Analyse the Benefits of Two Factor Authentication!

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 your […]
Safeguarding Your Vtiger CRM with Two-Factor Authentication (2FA)

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 two-factor authentication (2FA) lead your system to potential risks. If someone gets access to your login credentials, they could […]
How to Create Rich Text Fields ( HTML fields ) in Vtiger CRM

Table of content Introduction Option 1: Enabling Rich Text Editor for existing fields in a module Option 2: Creating a New Text Area Field Conclusion Introduction Rich text editor allows you to format your CRM data. The rich text editor gives you 2 options: You can enable rich text editing features for fields in a […]
How to get Sum of list view columns in Vtiger CRM

How to get Sum of list view columns in Vtiger CRM
How to update related records when updating a record in Vtiger CRM

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