Vtiger Extensions: Steps to import an Extension into Vtiger

Vtiger CRM provides a Module Manager section which can be used to enable, disable and configure the modules in the CRM. It also provides the ability to add new modules or extensions from zip files. Below steps explain the process of adding new extension in Vtiger CRM

1. Click on the Settings icon located at the top right-hand corner and select “CRM Settings” in the menu which pops up.
2. Settings page has Studio Tab on the extreme left column of the page. Click on studio and you will see the option “Module Manager”
3. When you get to the Module Manager page, scroll to the end of the page and click on the “Install From Zip“ button
4. This will open a new page where you will be asked to choose the file that you need to import. Just click the choose file icon and select your module zip file. Select file and ensure checkbox “I accept with disclaimer and would like to proceed” is checked and click Import button.
5. On the next page, click the checkbox “I accept the license agreement.” and then press the “Import Now” button.
6. Module will be installed and you should get a message confirming the same.
7. Press the “OK” button which will take you back to the “Module Manager”page, where the newly installed extension will be displayed.

Once the module is successfully installed, you would be able to activate/deactivate the extensions or configure the settings from under module manager.

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Ticket Counter for Vtiger CRM is launched

Notifier VtigerCRM version 1.2 released

Features added in this release are mentioned below.

• Added option to reply a comment from Notification section
• Showing module image on each notification.
• Notification count error fixed when user update record more than once.

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Notifier module will notify Users about the creation and updation of the records. User can login into the CRM and check the notifications to find out what happened when he/she is not online. Notifier Module will save lots of time for the Users and can also see all the updates. User have option to turn off the notifications for certain records and modules. User can see their notification history too.

Features:

• Users can see who created/updated the records without any need of search.
• Users can turn off selected records notification as well as selected modules
• Users can Turn off the notifications completely
• Users can view the Notification history

Notifier

Drag N Drop version 1.2 released click for more info. We have added a new feature to restrict users from viewing the Settings page from Vtiger Profile Section.

Features added

• Admin can restrict users from viewing the Settings page from Vtiger Profile Section
• Updated Translation in Settings Page
• Bug Fix

Drag N Drop version 1.1 released. We have added a new feature to map Document folders  and also updated the UI which is so cool than our previous version.

Features added

• User can select at which Documents folder, user wants to sync the VtigerCRM Documents or Dropped files to
• Added Mexican Language (Thanks to Francisco)
• Updated UI
• Bug Fix

Drag N Drop Settings

Dropbox Sync for VtigerCRM Version 1.3 released. We have added some awesome features in this version. Thanks to all those who provide feedbacks to improve this extension.

Features Added in this version are

• Option to create new widget in VtigerCRM modules which are related to Documents to Download files/share link from Dropbox and relate the Documents to Module
• User can select Documents attachment type in Settings page (Internal or External)
• User can select at which Documents folder, user wants to sync the VtigerCRM Documents to
• User can select at which Dropbox folder, user wants to sync the VtigerCRM Documents to
• User can sync Dropbox folder to vtigerCRM Documents
• Added Option to assign records to different user when creating Document using Dropbox file

CloudSync Settings

Drag and Drop module helps you to create new Documents just by dropping the files into the Vtiger sidebar widget. Drag and Drop module will save lots of time for the users. Users, no need to create a document by filling all the information, uploading the document and then come to the Module where he wants to relate the document and then relate the document. Using Our Module, Just dropping the files in the widget is enough. User can also drop multiple Documents into Vtiger module widget. Widget can be created in module where Documents module is related to it. User can also select at which module, user wants to create Drag N Drop widget.

DragNDrop Detail View

Features:

• Drag and Drop files into the Drag N Drop Widget to create new Document
• Multiple Documents can be uploaded at once
• Document will be related to the record if dropped in Vtiger Module Widget
• Option to select, at which module user wants to create Drag N Drop widget
• Logs Module