Add to Favorites for Vtiger CRM
This tool allows you to mark records in your CRM as favorite ones
Useful utility that helps you to have important records on hand
3
You have 3 favorites.
Product
Organization
Invoice
Add to Favorites features
- Note your favorite records
- Have a list of favorite records always on hand
- Heart (V 7.x) / Star (V 6.x) icon, always on screen showing number of favorite records
- Option for quick access to Detail view of your favorite record from Favorite list
- Option to show summary detail view of the favorite record
- Option to remove records from the favorite list with one click
- Compatible with all Vtiger and Custom modules
- Settings to disable or enable modules for this extension
- Easy to use
- Vtiger 7.x/8.x compatible
- Included in our packages: Starter, Mini, Extended, All Access
Start using Add to Favorites now!
Installation & Usage
Installation & Validation is via our Free Extension Installer
For detailed guide how to validate and install our modules visit guide below:
If you finish the installation of our module Add to Favorites, you are able to use the module as Admin or User and start marking records as a favorite in your Vtiger CRM system.
How to mark records as favorite:
- Choose the record and go to the detail view.
- Via "More" button, select option "Add to Favorite".
- You can see that the icon is updated every time you mark a record as favorite. For example:
Actions you can perform with Add to Favorites extension
- When you click on Favorite Icon
you can see the list of favorite records:
Click on record name and you will be redirected to the Detail view of that record. - When you click on the icon
you will switch to the Summary view of current record:
- By clicking on the icon the record will be removed from the favorites.
Settings for this extension are very simple. All you can do in the settings is turn Add to Favorites on or off for individual modules.
- Go to the Menu --> Settings --> CRM Settings --> Other Settings --> Favorite 4 You.
- Select which modules you want to activate or deactivate.
- 11 January 2023: 4.4
- Vtiger 7.5 and PHP 8.x compatibility
--- 2022 ---
- 7 July 2022: 4.3
- updating the extension will no longer remove favorite records
- added new icon for the extension
- added Requirements link
--- 2021 ---
- 30 April 2021: 4.2
- removed option to add reports in our Reports4You extension to favorites as Reports4You is not an entity module
--- 2020 ---
- 7 October 2020: 4.1
- fixed compatibility with Vtiger 7.3
- January 2020: 4.0
- new validation system via our FREE extension Installer
- May 2019: 700.1.2
- minor bug fixes
- April 2019: 700.1.1
- fixed issue with licensing
- April 2019: 700.0.1
- extension release for Vtiger 7.x
Try Add to Favorites in our Vtiger CRM demo
See how Add to Favorites works in practice before you buy.
Vtiger CRM DemoView Demo
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