Link Assets to Tickets in Vtiger

Scenario: You’re creating a trouble ticket for an organization for which you provide support and supply hardware. You have an asset list of the hardware that you’ve sold to this organization all crisply ordered with serial numbers and sell dates. Wouldn’t it be great if you could link those assets to trouble tickets so that your support […]

Workflow Problems In Older Versions of Vtiger

A problem that one of our clients brought to light was that workflows were not executing its tasks properly. For instance, the client told us that he made a workflow that would send emails out, every time the ticket is set to a specific status. Even if at first glance you think that it would […]

Vtiger Integration with Slack Messaging App for Teams

Here is a description of our customization/integration of Vtiger with Slack messaging app for teams. When a new user is created in VTiger, the system automatically adds as a user in Slack. On any record in VT, you can click to add a new slack (topic) channel, add users (now or later), click save. A […]

Vtiger Setup for Franchisees

Worked with a company to set up vtiger for a company that uses a franchise ownership setup. Here is what we did to help them user vtiger to support their operations: set up permissions in Vtiger so the franchisees could not see each other’s data we helped them with Vtiger reporting and Vtiger dashboards so corporate can have a global view and […]

Automated Billing of Tickets or Jobs in Vtiger – Sync To Quickbooks

This is a description of a great automation/customization we did for a client to automate billing of their Tickets/Jobs in Vtiger and then sync the invoices Quickbooks. We set up a cron job to run on the first of every month. This triggers the creation of invoices from jobs. The program checks each contact for […]

Tag users in Vtiger comments – customization

Sometimes you just want to comment on a record and notify another user. Consider this, you’ve got a record and it’s assigned to your marketing person but you want to loop your sales in on it. What do you do? We created a customization that allows one to tag multiple users on comments. They receive […]

Vtiger Customer Portal Enhancements

A client of ours deploys equipment to retail store locations.  The stores are setup as Member Of Organizations linked to a Parent Organization.  Often, a regional manager for the retailer is the main user of the customer portal.  Here is how we helped them improve the vtiger customer portal experience for their clients. Manager can […]

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