VTiger 7 Features Summary

Here is a nice summary of the new features in Vtiger 7.  There are some really good improvements!  It should be noted that this is Vtiger On Demand not Vtiger Open Source and while Vtiger promised to release some of these features to Open Source, which ones  are not known.  I am hopeful that a lot […]

Vtiger 7 Coming Soon? Lot of new features in Vtiger 7 On Demand

Vtiger on demand has released a new UI with a lot of new features. It is being referred to as Vtiger 7 in their documentation. I have not had much time to study it in detail, but IMHO there are some really nice new features. I would of course be curious to know what will […]

Email Opt Out in Vtiger

Everyone knows there is an opt out field in Vtiger, but not many people know what it does. When you send an email in Vtiger 6.x, whether from the detail record, the list view or a workflow — if the opt out field is checked, the email address from that record will not populate to […]

Little Noticed but Mighty Vtiger Advanced Search

The Vtiger global search and list view search functions get all the attention, but the little noticed Vtiger Advanced Search can be pretty handy especially if you like to transition some of your searches into Filters/Views. The Advanced Search is located just to the right of the global search.  Click on it and the search window […]

How Does Global Search Work in Vtiger 6.x

In Vtiger 5.4, the global search queried every bit of data in the system.  It was super slow once the database got over a certain size.  It was often was unusable because it was so slow. In Vtiger 6.x, they skinnied the global search down, but many people don’t know what it is searching. Some […]

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 […]

Back up Your Vtiger!

One of our clients, who manages their own hosting/backups for Vtiger, had a database corruption recently and lost all their Vtiger data because they did not have a backup. That’s right, all their data is gone — they did not set up any backups. Since it is so fresh in my mind, I thought I […]

Vtiger 6.4 was released today

FYI – 6.4 was released today. I was hoping for/expecting new features. The only new items in the release were a security fix, some bug fixes and the ability to easily deploy new themes. I was hoping to see more on demand features start to work their way into the open source version, but we […]

Vtiger 6.4 Alpha Released Today

Vtiger put up a version of 6.4 that I would describe as an Alpha. We loaded it up on one of our servers if you want to take a look at it. I have not had much time to look at changes in the GUI nor have our developers reviewed the code changes. Over the upcoming […]

FYI – Vtiger 6.3.0 was officially released today.

FYI – Vtiger 6.3.0 was officially released today. Vtiger 6.3.0 Highlights: -RelatedList API added to Vtiger Web Services. -Fixes for 96 issues reported on trac.vtiger.com, including some long standing issues from 5.4.0. You can download Vtiger CRM 6.3.0 from this page: https://www.vtiger.com/open-source-downloads/