Very small but useful addition while creating a Filter in Leads When Admin creates a filter in leads, will have additional field as an option to select users. (refer Screenshot) Users can be selected by typing usernames (Auto Suggest). The new Filter created will have restricted access to selected (assigned) users This small change can…
Details 1,404 viewsDid 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.:…
Details 1,823 viewsHow far a real estate agency can go to achieve higher productivity. This is a very smart client who not only understands but explores perfect technical possibilities to manage complex tasks. Their Need: 5 office locations in US, hundreds of counties and active agents. How easily a prospective client can be offered right agent in…
Details 1,603 viewsEver needed a complex sales order modification for your CRM? This is one of the example where sales order includes requested and proposed quantity by weight in Sales order. Demanded by European Client-Coded in Ahmedabad, India by Variance Infotech Team. Formula set to automatically with required fields added in the system to calculate requested quantity…
Details 1,923 viewsSearch on any fields on related module listing Many customer facing issue when there huge list of the record in the related module. Its painful for them to search specific record by finding word from specific field vTiger related modules search extension module search value on fields in a related module. The module works with…
Details 1,409 viewsvTiger® CRM system support RTL themes for language like Hebrew, arabic etc.. Customer from Israel, Saudi arabia, Kuwait needs CRM system must be in RTL so they can easily navigate and use system as their localization. 1. One click install module, from your Module Manager No more copy/paste required, our new themes are fully compatible…
Details 6,574 viewsYet 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)…
Details 1,725 views
