In this article, we show you how to add dynamic fields and layouts in Vtiger.

How to Add Dynamic Fields and Layouts in Vtiger

The process is quite straightforward and requires only a few steps and a few minutes of your time. Here’s how to proceed.

First, log in to Vtiger.

Once within the hosting panel, click the sandwich menu icon at the top left of the screen:

Then, from the menu option that would appear, head to Settings -> CRM Settings:

A new page should open. Once you see it, via the left sidebar, click on Module Management and select Module Layout & Fields:

Yet a new page should open. This is the place where you can add layouts and modules, as well as manage all settings related to them.

Now, to add a field, click on the + Add Custom Field button right above the Fields section:

Once you click the button, a dialogue box should appear. Within this box, add the details about the field you are about to create, and then click on Save:

Now you have managed to create a field.

To manage any of your fields, simply hover your mouse button over one and click on the pencil icon that appears:

A box with options should appear. From there, you can change all field settings. Once you are ready with your changes, click on Save:

Conclusion

Adding fields to Vtiger is a simple process, but a handy one. It helps you align the CRM settings to fit all your business processes. By adopting such customizations, Vtiger can become quite a handy companion for all your business endeavors.

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In this guide, we share how to add tags in Vtiger.

How to Add Tags in Vtiger

The process of adding tags is comprised of a few simple-to-follow steps. Continue reading, and by the end of this article, you will be able to work with tags just fine.

Read also: How to Install Extensions on Vtiger

Step 1: Log in to Vtiger

The first step in the process is to log in to the Vtiger dashboard. This is important, as you should be logged in to manage all your business processes. Also, keep in mind that the Vtiger user roles should allow tag management to access the feature.

Step 2: Open the Main Menu

Once logged in, head to the upper left corner of the page and click the sandwich menu icon, so you open the main menu in Vtiger:

Once you click the icon, the menu will appear. It looks like this:

Step 3: Navigate to CRM Settings

Now that the menu is open, head to Settings -> CRM Settings, located at the bottom of the menu:

Step 4: Open the Tags Settings

While in the CRM Settings page, locate the My Tags box and click it:

You can also access My Tags via the sidebar menu, by clicking on My Preferences and selecting My Tags:

Either way you choose, you will open the Tags management page.

Step 5: Add Tags

Now that you have accessed the My Tags page, it is time to add a new tag. To do so, click the + Add Tag button, located at the top right corner of the page:

A dialogue box should open. Once you see it, add a tag name and select whether you wish it to be public or private. Also, you can add multiple tags with one action – just type in the tag names in the New Tag field, and separate them with a comma. Once you are done adding tags, click the green Save button, so Vtiter saves and applies the changes you just made:

After you have added tags, you will see a list of all your created tags within the My Tags page. From there, you can also delete and modify them:

Tips and Tricks

Tags are a handy feature and can ease all business processes within Vtiger. However, for optimal efficiency, we suggest you follow these tips and tricks:

• Keep tags consistent: stick to a certain format, so you avoid duplicate tags (“High-Priority” and “High Priority”) that do the same thing.
• Don’t overuse tags: Limit the number of tags on your project, as way too many tags can clutter your workflow and bring harm instead of ease of use.
• Combine with other Vtiger features for optimal efficiency: For example, combine tags with filters, so you can segment records more precisely.

Conclusion

Tags in Vtiger provide you with a simple and yet effective way to organize your online project. By using tags, you can improve searchability, collaboration, and overall work efficiency for you and your teammates.

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In this guide, we share how to set up user roles in Vtiger in a few simple steps.

Why are User Roles Important

User roles in Vtiger are important, as they determine the hierarchy of access and responsibilities of each of your team members. This is important, as having such a definition and structure helps with maintaining any data secure by restricting access to different people, improving efficiency as each team member can see their exact level in the hierarchy and professional responsibilities, and you can simplify the entire managerial process via a clear and easy-to-follow structure.

Read also: How to Install Extensions on Vtiger

How to Set Up User Roles in Vtiger

The process is simple and comprises only a few steps.

First, you need to log in to Vtiger.

Once logged in, click the sandwich menu icon at the top left of the screen:

Once you click the sandwich icon, head to Settings -> Manage Users:

Once there, you will see a full list of all your registered team members. However, before setting up anything, click on Roles via the left sidebar and have a look at the visual representation of roles and how they are related to each other:

In Vtiger, the role with the highest authority and the highest number of permissions is the CEO (aka Admin). All other roles are subsidiary to the CEO’s role and can have access restrictions determined by the user with the Admin role. This hierarchy helps your organization in two main ways:

• Higher roles can access records and can give or take permissions to their subsidiary roles.
• Lower roles have restricted access to data and can’t interfere with higher roles.

How to Set Up a User Role

Now that you understand the basic hierarchy of roles in Vtiger, it is time to set up a role and then assign it to a user of your project.

For this, while in the User Management page, head to Profiles via the sidebar on the left of the page:

You have two options: to create a new role and set up permissions, or you can select a pre-defined role and change its permissions.

To set up a new role in Vtiger, while on the Profiles page, head to the Add Profile button at the top right of the screen:

A new page should open. Once it does, you can add a profile name (a role name), description, and select which modules and extensions can be accessed via this role. To grant access to different fields, simply add a tick to the module in the Modules box:

Now, you have set up a new custom role that you can assign to your team members.

To modify a pre-existing role, via the Profiles tab, head to the list of roles and click the three dots at the left of each role’s name:

A new page will open. It is similar to the one in which you create a new role – from here, you can change the role’s name, description, and change access permissions. Make your changes and click the green Save button once you are ready with the changes:

Now you have managed to set up a role in Vtiger. The next step in the process is to assign this role to a team member.

How to Assign a Role

While within the User Management tab, head to Users via the sidebar on the left of the page:

Once there, click the three dots on the left of each user icon and select Edit:

Then, from the Role field, select the type of role you wish to assign to this account:

Once you select a role, hit the Save button at the bottom of the page, so Vtiger applies the changes you just made:

Now you have managed to set up a role in Vtiger.

Conclusion

Setting up roles in Vtiger is important for securing your business data and streamlining all online operations. By defining responsibilities and permissions via the Roles options, you create a clear hierarchy where your team members know their scope of access and responsibilities.

Whether you choose to create custom roles or use the predefined ones, Vtiger provides you with the versatility to set up the platform just the way it fits your organisation’s structure and business goals.

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In this article, we outline the steps to install extensions on Vtiger, making the process simple.

What are Vtiger Extensions

An extension in Vtiger is a term that encompasses the addition of various modules, widgets, and other integrations to the platform’s core, so you add new features and functionalities to it. Via extensions, you can add email management, payment gateways, marketing tools, language packs, and many more.

Vtiger extensions are a valuable asset to each business project, as they help managers customize the platform in such a way that it fits their business needs and preferences just the way they want them to be.

How to Install Extensions on Vtiger

The installation process is simple and comprises only a few steps. Here they are.

First, you need to install Vtiger, and then you should log in to the Vtiger admin dashboard.

After you have entered the admin dashboard, click the sandwich menu button, located at the top left corner of the page:

Then, from the drop-down menu, click on Extension Store:

Now, within the extension store, browse for an extension you wish to add to Vtiger:

Once you locate a suitable extension, click on the green Install/blue Buy button (depending on whether the extension is free or premium) within the extension’s presentation box:

Once you click the Install/Buy button, you will be asked whether you are sure to install the extension. Click Yes:

Now that the extension is installed, you should configure it. To do so, head to Settings -> CRM Settings via the sandwich menu icon at the top left of the page:

Now, from the list of available extensions, find the one and activate it by adding a check in the checkbox, and manage its settings by using the Settings drop-down menu on the right of the extension’s name (keep in mind that only some of the extensions include a Settings menu. To find out whether the one you installed features such a menu, simply hover your mouse cursor over the extension’s name, and an options menu will appear, should it be there in the first place:

Now you know how to install extensions to Vtiger

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Step 1: Open the Vtiger Log In Page

First, you need to install Vtiger.

The next step in the process is to open the Vtiger login page. To do so, you need to follow the URL you received after you installed the platform. When you make an installation via the AwardSpace hosting panel, you receive a confirmation message that also includes the URL – simply follow it, and you will open the login page:

A second method to access the login page link is by following the instructions in the email you received once the installation is completed. Each time you install a CMS with AwardSpace, you have to choose login credentials and include an email address. After installation, an email with vital information is sent to this address. It also contains a link that leads to the login page:

Either way you choose to access the login directory, you will land on this page:

Step 2: Type Down Your Login Credentials

While on the login page, type down your login credentials –  the ones you chose when installing Vtiger, and then click the green Sign In button to log into  the Vtiger dashboard:

Now, you should open your Vtiger dashboard. It looks like this:

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How to Install Vtiger on the AwardSpace Hosting Panel

When you register for any of the AwardSpace hosting plans, you get access to numerous free CMS platforms you can use right away, even with our free hosting plan. As a part of this free pack, you also get Vtiger. Follow the steps below to install the platform.

The first step in the process is to log in to the AwardSpace hosting panel.

The next step is to register a domain name that you would use with Vtiger.

After you have logged in via the hosting panel, head to Zacky App Installer, located inside the Website Manager box:

Once Zacky App Installer is open, click on the green Browse and Install Apps:

You will see a list of instantly available CMS platforms for installation – WordPress, Joomla, Drupal, and many more. Before heading to installation, however, it is first important to select a domain name that would be associated with your Vtiger project. For this, from the top of the page, from Hostname, select a domain name you would use with the installation:

After you select a domain name, click the Vtiger icon from the list of available CMS platforms and proceed to step 2 of the process:

Now, you should select a title for your website, an admin username, password. and email for your project:

N.B! Make sure to remember the credentials you select on this page, as they are required to log in to Vtiger and start working on your project.

After you have selected credentials, click on Install Application, so the installation process begins. A box with the installation process should appear:

Once the process is complete, a confirmation message will appear:

You will also receive an email with important information.

N.B! This email contains important information about your installation – read it thoroughly and keep it safe for future reference!

Now you have managed to install Vtiger. The next step in the process is to log in to the platform to start working on your project.

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In this article, we share how you can use Globar Record Actions on your SuiteCRM project.

What are Global Record Actions

Global Record Actions are a set of buttons and links you see within the List View of each page module (such as Accounts, Contacts, Leads). These buttons apply changes to multiple selected records. For example:

• Mass Update
• Merge Records
• Mass Delete
• Mass Export

How to Manage Global Record Actions in SuiteCRM

Alongside being versatile, SuiteCRM is also easy to use. This means that you can easily manage the Global Records Actions with only a few clicks here and there. In the following paragraphs, we share how to do so in the simplest way possible.

Step 1: Log in to Suite CRM

The first step in the process is to log in to SuiteCRM. Accessing the dashboard is crucial to working on your project and accessing the Global Record Actions settings.

Step 2: Go to Role Management

The next step in the process is to permit the global record actions. To do so, first hover your mouse cursor over your avatar picture at the top right of the screen and click on Admin:

Then, within the Admin page, head to Role Management under Roles & Authentication:

Step 3: Create a New Role

Within Role Management, create a new role by clicking the + icon at the top of the screen and selecting Create Role:

Then, add a role name and description and save the changes:

A new page with role permissions will appear. From this list, activate the ones that you need for global record actions:

• Mass Update
• Merge Records
• Mass Delete
• Mass Export

Step 4: Assign Global Actions to Users

After you have created a role, it is time to assign it to a SuiteCRM user. To do so, head to Admin -> User Management:

Once there, click on a user you want to give the role to, scroll down to the Roles section, and assign the newly created role to this user.

Now you know how to manage global record actions in SuiteCRM.

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In this article, we share how to perform bulk actions in SuiteCRM with just a few clicks, saving you time and effort.

What are Bulk Actions in SuiteCRM

Bulk actions in SuiteCRM are a set of single actions that apply a result to multiple selected records, modules, and plugins. For example, with bulk actions, you can:

• Mass Update
• Mass Delete
• Mass Assign
• Mass Export
• Mass Send Email

Bulk actions are handy, as they help you update all your plugins with a single button, saving you tons of time and effort that would otherwise be spent on updating each plugin separately.

How to Make Bulk Actions in SuiteCRM

To perform bulk actions in SuiteCRM, first, log in to the dashboard.

Then, navigate to a module or a plugin where you want to perform bulk actions. For this example, we will be using bulk actions in the Accounts module. Keep in mind that you can use whichever module you wish:

Once the module is opened, notice the white checkboxes on the left side of each record you’ve made. To make bulk actions, first you need to select which records will be affected by these actions, so add a check to each record you wish to modify with bulk actions:

Once you select the records you wish to modify, click the Bulk Actions button at the top of the page, and it will display various bulk actions you can perform right away:

After you select a bulk action to perform, SuiteCRM will ask you whether you wish to proceed with the action that would be applied to all selected entries. Click the Proceed button:

After a few seconds, you will see a message confirming that the bulk action was successfully performed:

Now you have managed to make bulk actions in SuiteCRM.

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In this guide, we share how to use filters in SuiteCRM quickly and efficiently.

What are Filters in SuiteCRM

Filters are tools in SuiteCRM that enable you to narrow down the records displayed, based on a set of criteria, such as names, dates, status, or any other custom requirement. You can use a filter on modules such as:

• Leads
• Contacts
• Accounts
• Opportunities
• Cases
• Any other custom modules

If you wish to learn more about modules in SuiteCRM, then check out our article on the topic:

How to Manage Filters in SuiteCRM

How to Use Filters in SuiteCRM

To use a filter, first, you should log in to SuiteCRM

Then, while in the dashboard, click on any of the modules displayed in the top menu, for example, Leads:

After that, click the Filter button at the top right corner of the screen:

Then, via any of the fields on the screen, select a criterion to filter. For example, via the Lead Source field, you can select options such as Cold Call, Existing Customer, Employee, and others:

After you select a filter, click on the Search button, located at the bottom right of the page. This will make SuiteCRM display all the data with the selected criterion:

You can also add multiple filters to make an even more detailed search. To do so, simply add several criteria from the Filter tab and again click on Search:

Now you know how to use filters in SuiteCRM.

Conclusion

Filters in SuiteCRM help you manage your data more precisely. Learning how to use filters is simple and allows you to save time and effort when you manage your online project.

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In this article, we share how to customise menus in SuteCRM. The process is simple and requires only a few minutes of your time.

Read also:

• How to Add Dashlets to SuiteCRM
• How to Manage Modules in SuiteCRM

What are Menus in SuiteCRM

Before we embark on customising, it is important to understand what menus are in SuiteCRM.

Menus are boxes that contain links to certain pages of your website. These links are not shown, but masked with words that clearly describe where the links lead to. For example, the top navigation bar in SuiteCRM contains menu items such as “Contacts”, “Leads” and “Opportunities”. When you click a single menu item, practically, you click the link beneath the word, and it leads you to a certain page on the website.

Menus make website browsing convenient and help your site visitors retain interest in your business. Therefore, it is important to customise your website menus in such a way that it becomes as simple as possible for customers to find what they are looking for.

How to Customize Menus in SuiteCRM

The process is simple and is comprised of only a few simple-to-follow steps. Here’s what you need to do to customize your menus.

Step 1: Log in to SuiteCRM

The first step in the process is to log in to SuiteCRM. This step is important, as logging in will allow you to customize every aspect of your website, including menus.

Step 2: Open the SuiteCRM Admin Section

Once logged in, hover your mouse button over your profile picture at the top right corner of the screen and then select Admin:

Step 3: Access the Menu Management Page

Once in the Admin section, click on Configure Module Menu Filters within the Module Settings box:

This will lead you to the menu management page.

Step 4: Create, Edit or Delete a Menu Item

While on the menu management page, you can work on your menus. You can create new menu items, delete them, edit them and group menus within certain categories. Here’s how to create, delete and edit menus in SuiteCRM.

Create a Menu Item

Click the grey Add Filter button at the bottom of the page to create a new menu element:

Then, from the Module box located at the left of the page, choose a module and drag and drop it within the module you just created:

These added modules will be the core of your new menu.

Once you have finished adding modules for your new menu, click on Save & Deploy:

Now you have managed to create a new menu in SuiteCRM.

Delete a Menu

To delete a menu, similar to the creation process, simply drag a module from the menu you wish to delete and drag it to the Bin icon at the left of the page:

Edit a Menu

To edit an existing menu, simply drag and drop modules to it and from it. To add modules, drag the ones you wish to appear in this menu from the list on the right and to delete an item, simply drag It from the menu to the bin icon, similarly to the creation and deletion process.

Step 5: Save and Refresh

Now that you have created, deleted or edited a menu, it is time to save the changes. To do so, simply click on the Save & Deploy button at the top right of the page:

Conclusion

Customizing menus in SuiteCRM can help you create a more user-friendly website and improve the workflow of your team members. This is an essential skill, and the good news is that it takes only a few minutes to master.

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