Category Archives: Vtiger 6.4

Import Record with Relationship in vTiger

Did you ever faced problem to link contact with Organization when you import record in contacts ? If yes than we have solution now !!! We implement option to update relationship between parent and child modules. This new feature will allow you to select Unique constraint mapping on 5th step of the Import process. e.g.:…

vTiger Import User Feature From Spreadsheet

Yet Another interesting “Time Saving” Customization. Creating multiple users in CRM by importing CSV file. We developed another customized feature for CRM Admin, making it easy to create large number of users in One Simple Action. Browse and Select (Import) CSV file and specify format* (Only if different from default) &….IT’S DONE! All employees (users)…

Set password via email on user creation in vTiger

Has anyone thought of or tried to customize “Password” flow for new users in vTiger CRM? As a regular practice and as an inbuilt default feature; when a user is created in CRM,  the password is either system generated or created by Admin. During an interesting discussion with a client, we noted a few points…