Vtiger News – Roadmap for PHP7 for Vtiger
FYI – there is a community effort underway — started this month — to make Vtiger compatible with PHP 7. It seems like there is a decent chance this will make it in 6.5 and should definitely be compatible for Vtiger 7. http://code.vtiger.com/vtiger/vtigercrm/issues/197
Vtiger Tip – Set the Default Record View
One of our clients had a vtiger support question the other day. “How do I set the default record view to detail view NOT summary view?” . The answer is simple. Go to your user preferences and set the Default Record View to “Summary”.
Latest Update on Vtiger New Releases
Prasad from Vtiger, who is in charge of managing communication with the open source community, posted this last week. There is not much new here, but you can see the 6.5 release is minor features, bug fixes and some enhancements that will make life better for Vtiger app developers. Vtiger 7 looks to carry over […]
Vtiger UPS Tracking
We had a Vtiger customization request from a client to update the UPS delivery status in the invoice. The user puts the UPS tracking # in the Vtiger invoice and a cron job in vtiger controls how often UPS is checked for status updates. When there is a change in status, the tracking status field […]
Quickly update pricing for 1000s of Vtiger products in one click
If you work with manufacturers or suppliers for products that you retail then you probably know how frustrating the beginning of the year can be. It’s common for suppliers to email out their updated price list at the beginning of the year but in some cases, prices may be changing more rapidly and spending all […]
Showing Cost on a Vtiger Purchase Order
A common vtiger customization we do is to update the Purchase Order to use cost. Vtiger standard shows the unit price from the product record — that is the price you would sell at not the price you will buy at (pay your supplier). So we add cost as a custom field, change the PO […]
Vtiger Tip – What is the email tracking pixel?
One of our Vtiger support clients noticed a small dot like image on their workflow emails and asked us to help. It is a little known aspect of vtiger — there is a tracking pixel inserted in all emails sent from vtiger (workflow emails, template emails, and emails composed on the fly). When the email […]
Vtiger Tip – Click Action for Email Addresses
I got a Vtiger support call from a client recently about click action on email addresses in vtiger. When he clicked on an email address in Vtiger, it opened up the Vtiger email composer window versus his Outlook 365. The solution is simple, uncheck the Internal Mail Composer field in user preferences. when that is […]
Vtiger 7 Report – Duplicate Prevention
There is a really nice duplicate prevention capability in Vtiger 7 (as seen in Vtiger On Demand). The nicest aspect is that you can set the duplicate check criteria (up to 3 fields) and the system will proactively check dupes as contacts are created across many different areas in vtiger including: Full form – create […]
Vtiger Tip – Grouping Organizations Together
Vtiger Tip – Grouping Organizations Together in a Parent Child Hierarchy Using the Member of Feature of Vtiger This is a simple but lesser known feature of Vtiger. Based on the vtiger training I do, less than 25% of users know about it. You can put an organization in edit mode and link it to […]