Quick Search for Vtiger 7

1.Introduction

A very useful utility that helps you search your record in Vtiger 7.x. Quick Search is improved searching tool that allows you to seek records, in whole Vtiger and set on which fields you want to search.

  • The default setting of fields to search are fields of “All filter” for the module
  • Every user have option to define searching on specific fields for each module
  • Option to turn on/turn off searching for each module also in Emails
  • Results are shown in div window
  • Installation via Module Manager
  • Supported all standard and custom modules
  • Option for each user have own fields in the Quick Search

 Note: For versions ITS4YouQuickSearch_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

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2.1.Installation via Installer

Make sure you have Installer installed, you can download Installer via our E-shop when you log in under Free Downloads section.
Next, simply install Installer via Module Management in Vtiger CRM by importing the .zip file you downloaded.

After successful installation, you can access Installer in two ways:

  • by a click on Notifications Icon and then on the button ,
  • or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).
After log in, you can activate Extensions or our Packages licenses associated to your account via button.

When the license was activated you can see module available in the Modules tab below.
Simply hit the button and Extension is installed now.

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2.2.Manual Installation

Please provide following steps in order to install Quick Search.

It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information (see license for details).
  1. Install the .zip (package) file of the Quick Search module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.

    Installation of Quick Search for Vtiger 7 – step 1

  2. Select the .zip (package) file that you downloaded from our e-shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.

    Installation of Quick Search for Vtiger 7 – step 2

    Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

  3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.

    Installation of Quick Search for Vtiger 7 – step 3

  4. Quick Search module was imported.

    Installation of Quick Search for Vtiger 7 – step 4

 Note: In order to finish installation, you need activate license. For that please use our Installer

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4.Work area

After installing the Quick Search you can notice a difference in searching option as follows:

Default Vtiger 7.x search

Default Vtiger 7.x search window

After installing Quick Search

Quick Search window after installation

In the Quick Search window you are able to choose module in which you want to search records.

Quick Search window, modules pick list

 Note: This search window is accessible from dashboard and also from all modules and its set as default now. It’s basically always on screen so you can search records any time you need, without moving on the dashboard or doing additional steps.

Settings work area

Second work area are the settings.
To access Quick Search please go to Settings –> CRM Settings –> Other Settings –> Quick Search 4 You

  • Module – list of modules for which you can set fields, which will be used to search records
  • Actions – turn on if you want search records in these fields or turn off to deactivate searching in these fields for the current module
  • Fields which are considered in a Quick Search – choose the fields which will be used for search

Qucik Search second work area – Settings

 Note: There is no  button. If under Actions you choose to turn on or turn off fields for current module options are automatically saved and you can see the following message:

Settings are saved successfully

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6.Settings

Settings for Quick Search can be found in the actual module view via  button.

Quick Search – Settings

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6.1.License Settings

Since December 2019/January 2020 all our modules will be using Installer to manage licenses. Please check our Installer pages for more information.

You can access the License settings like its shown below:
(there can be more options from the pick-list, depends on the module)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

  • Module name, Your Vtiger domain URL
  • Description, if license is activate or not:
    – your license is currently active,
    – your license is not active and you need active it via Installer.

To activate or manage license, click on the button.

Settings – License settings window

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6.1.1.Deactivate license

If you want to deactivate your license, please provide following steps:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • The following screen will appear (see below):

    Installer – deactivation of license

    You can deactivate license by click on the button

Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab.

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6.1.2.Reactivate license

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

  1. Click on the   button and enter your license key.
  2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

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6.2.How to update Quick Search

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

  • open the Installer in the CRM
  • in the Modules tab find your installed module and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon

Updating Quick Search manually:

Click on Upgrade in Settings of Quick Search. So please refer to above installation part for details how to initiate the import of the module from the file.

Upgrade of Quick Search

Upgrade of Quick Search

As you can be seen on the Picture below you will be notified that the Quick Search module already exists. Confirm License agreement and upgrade will start immediately when you click on the  button.

Upgrade of Quick Search

After upgrade the notification about successful upgrade is shown.

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6.3.Uninstall

If you need to remove the module from your Vtiger you have two options:

  • Uninstall via Installer.
  • Manually via going to module Settings and choose Uninstall option.
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6.3.1.Uninstall via Installer

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • Find the module you need to uninstall in the Modules tab
  • Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
  • Click on button

Installer – Uninstall module screen 1

  • Confirm uninstall with button

Installer – Uninstall module screen 2

Now, the module has been removed from your Vtiger and your license has been deactivated. To use this module again, you need to provide installation and validation steps (see Installation chapter).

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6.3.2.Manual Uninstall

There is also available option to remove Quick Search from your Vtiger manually. To uninstall please provide following steps:

  1. Go to the Settings of Quick Search (Settings –> Other Settings –> Quick Search) and click on Customize Icon  and choose Unistall.

    Quick Search Unistall

  2. Click on  button.

    Quick Search Unistall

  3. Confirm uninstall with  button.

Now, Quick Search is removed from your Vtiger and your license is deactivated. To use Quick Search again, you need to provide installation and validation steps (see chapter 2. How to install Quick Search).

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7.Change Log

  • Check latest versions available and fixes applied
  • What was changed/added to manual
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