SuperCharging Vtiger CRM

Nandana MK

Posts by Nandana MK
Vtiger CRM Migration from version 7.5 to 8.3 ( Latest version)

Prerequisites:  Steps to Migrate 7.5 to 8   Download the Migration Patch  Go to Source Forge Download the 7.5 to 8 Migration patch  Extract and copy files  Locate the Downloaded zip in your system  Extract the Zip File  Copy the Extracted File to the CRM Root folder  Starting the Migration Process Open the Browser and Load […]
How to use vtiger CRM opensource 

Introduction Learn how to use vtiger CRM OpenSource. Vtiger CRM is a versatile tool that helps businesses manage leads, sales, customer support, and automation in one place. By leveraging its powerful features, businesses can use vtiger CRM to streamline operations, improve productivity, and enhance customer relationships. this guide will help you use Vtiger CRM efficiently. […]
How to install Vtiger CRM OpenSource in Linux/ Ubuntu 

Learn how to efficiently install Vtiger CRM OpenSource in Linux / Ubuntu 1. Download Vtiger CRM 2. Extract the Download file  Once the download is complete extract the tar.gz file using the terminal. Navigate to the directory where you saved the file and run the following command.  tar -xvzf vtigercrm-<version>.tar.gz (Replace <version> with the actual […]
Closed states in vtiger CRM

When we reach certain points in record management in Vtiger CRM accidental or intentional edits can be a big mistake that can affect your organization’s structure and data operations.  To address this issue vtiger CRM introduces closed states in vtiger CRM which is designed to secure finalized records.  For Example there is no need of […]
How to Customize vTiger CRM login page

Customize vTiger CRM login page using the path : CRM_ROOT/ layouts/ v7/ modules/ Users/ Login.tpl For more vTiger CRM customization tips check out vtiger help and tips
How to Customize Module icons in vTiger CRM

Effortlessly customize Module icons in vTiger CRM by following the simple steps. Create the new icon with the dimension 20px x 20px representing the module. Go to path CRM Root / Layouts/ v7/ Modules/ Module name/ Module name.png Replace the existing file with the new icon. For more vTiger articles visit vtiger help and tips
Customize Favicon in vTiger CRM

customize Favicon in vtiger CRM and effortlessly personalise vTiger CRM interface. Create your Favicon image and convert it to .ico format. Path: Layouts > v7 > skins > images > favicon.ico Rename the original icon image and replace the default icon with your company icon. Need more vTiger guides visit vTiger help and tips
How to add Key Fields in summery view

How to add your important Fields in the summary view in vtiger CRM Go to the Module Layout Editor, choose the required field, and activate the Key Field option. Your changes are now successfully applied.  visit vtiger help and tips for more
How to add a header field in the related field popup list view.

Customize the header field in the related field popup list view in vTiger CRM. Navigate to the Module Layout Editor, select the desired field, and enable the Header Field option. That’s it your changes are complete. This will improve the data accessibility in your Records. Visit vTiger help and tips for more guides.
How to set up Gmail as the outgoing server in vTiger CRM

Introduction Ensure every client interaction is reliable and secure using Gmail as the outgoing server in vTiger CRM. Prerequisite for setting up Gmail as the outgoing server Steps to configure Gmail as the outgoing server in vTiger CRM. Step 1 – Setting up Gmail as the outgoing server in vtiger CRM ( there will be […]
How to set up Sendgrid as outgoing server in vTiger CRM

Introduction Effective communication is the most important factor when it comes to customer relationship management. vTiger CRM helps in managing and storing customer data. but how can you interact with your customers? By Integrating Sendgrid as outgoing server in vTiger CRM, you can send emails from vTiger CRM and also it can improve deliverability and […]
Maximize Productivity in Vtiger with the Rich Text Editor

Introduction The Rich text editor in vtiger CRM is more than just a tool for styling, it is an important feature that enhances communication. Rich text editor is also known as WYSIWYG HTML editor. Using a rich text editor, you can convert your text area to a rich text field and change the existing field […]
Effortless vtiger third-party integration with webhooks

Introduction vtiger third-party integration with webhooks is the best option for managing business workflows and data sharing in vTiger CRM the best option is the vTiger Webhooks. As real-time data management is crucial for business growth, vTiger webhooks allow third-party integration and automation to become easier. also reduces the effort of manual entry of repetitive […]
vtiger Webhooks Userguide

Introduction Vtiger Webhooks Userguide is designed to help you easily connect your CRM with third-party applications, ensuring automated, real-time data flow that enhances productivity and efficiency. Vtiger Webhooks are essential for seamless automation and real-time data sharing within your CRM. By enabling Vtiger webhooks you can make sure that your system automatically shares data with […]
vTiger Relationship Builder: Enhancing Data Connectivity and Management in CRM

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 […]
vTiger Relationship builder userguide

Introduction This vtiger relationship builder userguide helps you 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. Steps to Create Relationship […]
vTiger Module Builder User Guide

Introduction Create custom modules easly within 5 minutes using vTiger Module Builder User Guide and improve your CRM functionality. 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 […]