The latest update of Sum of Amounts allows you to display multiple summed fields directly in Vtiger List View. Instantly see totals, balances and financial summaries based on your filters — without opening reports.
Discover how to save time in Vtiger CRM by changing record status directly from the header bar. This quick guide shows you how to use the header status control for faster, easier updates without opening full edit forms.
The newly added feature allows you to prevent emails from being sent if they contain banned words that you define. You can also choose to block emails entirely based on specific templates from Email Maker, PDF Maker, and Email Marketing.
How does it all work? When sending the email of the given record, the related documents will be attached to the email, the attached documents will be selected from the folders you selected in the template settings in the Settings tab. More info in our blog!
In order to solve this issue please follow this guide: In the modules/Import/models/Config.php file look for the 'immediateImportLimit' => '1000', and change it to 'immediateImportLimit' => '5000', or more. You can also try to use our XLS Import extension Vtiger System Requirements
How to download Vtiger CRM files Dear community, are you looking to start with Vtiger CRM but not sure where to download the correct installation files? Or are you already using Vtiger and planning a migration or upgrade? 👉 Download Vtiger CRM – Complete Guide In this article, we briefly explain the process and key steps you should be aware of before downloading. Vtiger Download Page Installation Steps After downloading the package, follow these steps to complete the Vtiger CRM installation: First, upload the downloaded file to the root directory of your web server. Extract the downloaded package into your Apache (or web server) root directory. Open your browser and access Vtiger using your...
Many of you asked about our Extension Packages and possibility to try them. We decided to add Trial licenses, which can be obtained via our FREE Extension INSTALLER. Please check our post to see full guide how to start a trial!
Dear community, are you working with PDF Maker some time and you still didn't figure out how to separate Products & Services in the product block table? You don't need to spend additional hours to figure out how it is working. It's really simple and after you finish reading this post you will be able to give better look to your templates in no time! Let's take closer look at our example, how to proceed. We will use the example with PC Hardware as a Products and Installation/Build of PC as a Service. Note this is just an example, you can use any products or services you need! The main key to this customization are variables used to start and end product block. These variables...
Last week our support team has a specific requirement for the PDF Maker extension. Our customer needs a specific calculation in Productblock table. He needs multiply two columns and summary it. He needs to show a Purchase Price in PDF export and show the sum of all Purchase prices. Here is a small description how to make this. Maybe this can help some of our PDF Maker users. There is also Video which shows how to calculate in PDF Maker, but there is only sum function. So in this case, if we need multiply two columns and summary it, we need a start (before Productblock) with definition of variables and give them default value 0 [CUSTOMFUNCTION|setCFNumerValue|purchaseprice_product|0|CUSTOMFUNCTION] [CUSTOMFUNCTION|setCFNumerValue|purchaseprice_total|0|CUSTOMFUNCTION] In next step we will calculate purchaseprice_product variable as $PRODUCTQUANTITY$ * $PRODUCTS_CF_751$. Put...
This article is primarily intended for customers using our hosting, but it can also be beneficial for people who are hosting another company. If you need to access your Vtiger CRM system files, just follow these steps: You will open WinSCP (or another client to remote folders) If you do not have WinSCP, there is download link: WinSCP Download Choose New Site (saved data if you have saved them before - in this case you can skip to a point 9) Choose FTP Choose TLS encryption Host name is url Fill User name (You will receive this information after prolonged hosting) Fill Password (You will receive this information after prolonged hosting) Click on Login Súbory nájdete v zložke "web"
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