Janna Parveen

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: […]

How to Perform Global Search Across All Fields and Modules in Vtiger CRM

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]