Miscellaneous vTiger issues
  • 1. How to remove the side menu from the CRM
  • 2. How to check the PHP version of your CRM system?
  • 3. Steps to fortify VTiger security
  • 4. Charts do not populate in the Projects module
  • 5. How to increase the scheduled workflow limit (by default its 10) in Vtiger CRM
  • 6. How to find a custom field number by its name in CRM and vice versa
  • 7. How Decimal Places work in Vtiger CRM
  • 8. How to move a module from one category to another
  • 9. Configuring Tax Region and using it in Vtiger
  • 10. How to add and remove columns of a related module
  • 11. Can I add tax filer number on the invoice?
  • 12. Extending character limit for description field in opportunities
  • 13. How to search records excluding records assigned to a specific user
  • 14. Percentage Field not showing decimal values
  • 15. Cannot change the privileges (read only, write, invisible) for the field
  • 16. Saving a record showing error
  • 17. Follow Feature working and customizations related to it
  • 18. Why CRM gets slower
  • 19. How to remove the user from the Vtiger marketplace login
  • 20. How to Remove Quick Create For Individual Standard & Custom Modules In VTiger
  • 21. Remove Certain Modules From Related Module List On The Record In VTiger
  • 22. Change Default Terms And Conditions For Invoice/Quote/Sales And Purchase Order In VTiger
  • 23. How the new ticket is always assigned to specific group by default
  • 24. Why can't we seem to find the add mailbox button in the mail converter?
  • 25. How to turn off the counter label from the related modules
  • 26. How to rearrange different module in Vtiger
  • 27. How To Calculate Birthday And Send Email In Vtiger
  • 28. How To Add Tags To Any Record In VTiger
  • 29. How To Install Vtiger CRM
  • 30. How to Setup and Configure Vtiger Customer Portal Module
  • 31. Merge Tags/Description Not Working In Email Template (Vtiger 8.3 Bug)
  • 32. How To Generate Purchase order from Sales Order
  • 33. How To Troubleshoot Email Workflow In Vtiger
  • 34. Lists/Filters: Field sequence changes when a List is being edited(Affects all 6.x - 8.x version)
  • 35. Quickly Update List Columns In VTiger
  • 36. Efficiently Manage Your Tasks In VTiger
  • 37. Change Column Order On Related Modules In VTiger
  • 38. How To Make Email Avoid Going To Spam.
  • 39. Customize Vtiger CRM Navigation Bar
  • 40. Office 365 Outgoing Server Sends Special Characters
  • 41. VTiger Standard Relationship Between Different Module
  • 42. Currency Management in Vtiger CRM.
  • 43. Inventory Deduction In Vtiger.
  • 44. Picklist Dependency Setup Has Enhanced The Contemporaneity Of Vtiger
  • 45. Vital Role of “Roles” In a Company’s Success
  • 46. Analysis Of Module Layouts And Fields In VTiger
  • 47. Understanding The Basics Of Vtiger’s Gantt Chart
  • 48. How To Get "Rounded Edges" To Background Colored Text In VT8.X
  • 49. Put Vtiger Into Service To Configure Business Hours For Multiple Time Zones
  • 50. Make Your Clicks Worthwhile By Assigning “Tags” To Vtiger Records
  • 51. Perform Promising Actions On Dropdown Field Menus Wielding VTiger Picklist Editor
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17. Follow Feature working and customizations related to it

Previous16. Saving a record showing errorNext18. Why CRM gets slower

Last updated 9 months ago

Here we will answer some of the questions regarding "Follow" feature of Vtiger

  1. Email will be sent to everyone in the follow list, except the updater, when record is updated (that is, for every little update or just when record is edited and saved button clicked?) Email is sent to followers, except the updater: Correct. Email is sent ONLY when at least ONE field has changed. Email is NOT sent when none of the fields have changed (except "Modified Time/Modified By) Here is an example: for 1 email will not be sent and for 2 email will be sent

  1. Follow feature not sending emails to the followers? It is a standard Vtiger issue and we can resolve it for you as per incident support

  2. Can a user use “follow list” on workflows so he/she can send notifications to followers on time interval basis?

    Currently this is not supported in Standard Vtiger. But, we can customize this feature for you this feature.

  3. When doing multiple updates on a record within, let’s say, one to five minutes interval, will the followers receive one email for each update or a single email comprising the updates made since the last cron job execution?

    The email is sent ON SAVE, meaning if you edit+save records 2x times within 1 minute, you will get 2x emails

    Example:

We can add interval based notifications. but, it will be a billable support and will cost $750.

  1. The assigned user do not receive notifications in the same way the followers do, but only through workflows. Right?

    Yes, the assigned to user do not receive notification in same manner as followers. But, we can customize this feature for you where the assigned to user will be treated as follower as well, but it will be a billable task and will cost $500

  2. Can we automatically add some of the users in the follow list upon creation of a record?

    This is not available in standard Vtiger, however we can customize this feature for $400

  3. Can all the participants of a group (e.g. Sales team) added to the followers list once a new record is created, while the user who created the record is not part of that group?

    Yes, this can be done through customization, it will cost $350