SuperCharging Vtiger CRM

Janna Parveen

Posts by Janna Parveen
Effortless Document Management with VTiger CRM’s ‘Drag and Drop’ Feature

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

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 […]
User Guide : vtiger CRM label editor

The vtiger CRM label editor is a tool that helps you customize the words used in your Vtiger CRM. You can rename fields, modules, and menus to make the CRM easier for your team to understand and use. Label editor for vtiger lets you create a CRM that fits your team’s needs perfectly. Step 1: […]
Userguide Field autofill for vtiger

vtiger field autofill Extension for VTiger is a powerful productivity tool, eliminating the need for repetitive data entry seamlessly by mapping fields between different modules.  Step 1: Accessing Field Autofill for VTiger Step 2: Creating a New Field AutoFill Configuration Step 3: Setting Up Field Mapping for Vtiger CRM   Step 4: Testing Field AutoFill In […]
Take Control of Your CRM: Customize Labels with VTiger’s Label Editor

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 […]
User Guide : Vtiger CRM sum of list view

The List View Total in Vtiger CRM offers benefits that can provide real-time insights by quickly calculating totals for numerical data in list views without the need of manual effort, saving time and reducing errors. Step 1 : Accessing Vtiger CRM sum of list view Step 2 : Configuring List View Total : Set up […]
Automate Data Entry and Simplify CRM Management with Vtiger field auto fill

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

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 […]
User Guide : VtigerGlobal Search

Introduction Vtiger CRM 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 Vtiger global search […]
How to Perform Global Search Across All Fields and Modules in Vtiger CRM

Introduction 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 […]
User Guide : Related Record Update for VTiger

The data consistency across related records is essential for maintaining accuracy in CRM data management. This Related Record Update for VTiger can simplify this by enabling seamless automated updates of related records across different modules in your Vtiger CRM. Step by step guide of Related Record Update for VTiger 2. Select the target module that […]
Related record update extension in Vtiger CRM

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 […]
User Guide : Round Robin Assignment in Vtiger CRM

Introduction Round Robin Assignment in Vtiger CRM 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 Round Robin Assignment in Vtiger CRM, You can manage record assignments effectively while balancing workloads seamlessly, in simple steps. […]
Automate User Assignments with Round Robin Assignment for VTiger

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 […]
User Guide : Vtiger Export to XLS

Introduction Excel export for Vtiger 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 in vtiger CRM. By default, Vtiger exports all the fields of data and it leads to messy and unnecessary data overload. […]
Excel export for Vtiger : Empowering Businesses with Data Control

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

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 […]
User Guide Vtiger 2fa

Introduction vtiger 2 fa is a most effective security, that enhances data security by requiring One-Time-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 of protection surely reduces the risk […]
Safeguarding Your Vtiger CRM with vtiger CRM two factor authentication

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 […]