Question

Can we find a custom field number in the CRM by its name? and can we find the name of the field if we know the field number?

Answer

Yes, you can find the custom field name by its field number and field number by its field name in the CRM system

Let's check it with an example

Finding field name using field number of a custom field

User has a field number of a custom field created in the project task module (i.e. CF_1805) and wants to search for the related field name. Here is process how they can find it

1. Go to the module, in this case it is project tasks and open new record creation window

2. Right click on screen and choose "Inspect" option

The following window will appear

3. Hover mouse cursor to the element section and press CTRL+F, a search bar will start appearing at the bottom of the window

4. Type in the field number in the search bar "CF_1805" and press enter. Keep hitting enter until you see result similar to the one shown in below image. Once you hover mouse cursor on the result, it will highlight the field in upper half window

This shows that the name of the field is "Engagement specialist"

Finding field number using field name of a custom field

Follow the above mentioned step up to step 3. After that, search the field name in the search bar and in the result it will show the field number. Here is a screenshot for reference

Question

Is there any security issue if VTiger is running on older php versions

Answer

Kindly, make sure to take the following precautionary measures (sorted by the most important first) to make your CRM system more secure

1. Do not easy to guess user/pass: admin/admin, test/test, demo/demo, etc..

2. Deactivate any test/developer/temporary users.

3. Not use the same 'admin' password across multiple instances

4. Do not use your own email to test MailConverter, MailManager, Outgoing EMail Server. (This is extremely important. If someone breaches your vtiger instance && there is an email account, they can download/search messages for certain strings to locate other instances).

5. Have proper .htaccess restrictions, where folders cannot be viewed

6. Add 2-FA through Cloudflare

Issue

Charts feature of the Project module does not populate the chart even though all the requirements are fulfilled

Reason

This issue is the default vTiger CRM issue that it does not populate the chart when the chart button is clicked

Solution

You have to refresh the page chart page only then it will populate the chart and diagram view will be called up

Question

How can we remove the Vtiger CRM side menu

Answer

We do not advise to completely remove the side menu as it can cause UI issues. The way around is to disable the button (it does not click anything). That way the UI remains the same and does not need to be fixed.

We can fix it for you, but it will be a billable task and will cost $350.

This article explains how decimal places works in Vtiger and if there is a conflict between general decimal place configuration and field decimal place configuration then how Vtiger CRM system handles it

Here are some general rules regarding the decimal place configuration in Vtiger CRM

1. The settings in the user preference specifically and only apply to "Currency" field.

2. The settings for Decimal fields are done in the "Fields and Layout Editor" and the "User Preferences" settings do not apply (as explained in #1)

3. Truncate Trailing zero setting is also applied only to the Currency field.

4. All of the above changes are only UI related. The database has the complete value and neither of these settings apply to the DB settings

Question

How can we check the current PHP version of the CRM system?

Answer

You can find the PHP version of the CRM system by using the following two methods

Method 1

Using the CRM URL, add phpinfo.php to the CRM URL will take you to the page where you can see the PHP version

e.g.

Method 2

Through SSH, run the following command and it will show the current PHP version of the system

Command: php -v

Question

Does Vtiger allow configuring different tax regions, if yes then how?

Answer

Yes, Vtiger CRM allows configuring different tax regions using the tax management

Using this feature you can configure different tax regions and calculate the tax in quotes, invoices, sales order, purchase order

Video

Here is a complete video showing how can you configure different tax regions and how can you use it

Question

Can you add my tax number or VAT on my invoices for the Tax purposes? If yes how can it be added to the past invoices?

Answer

For the Tax ID, you can give us the ID and we can add them to your account. However, all of above the information will reflect in future invoice.

For past invoices (In critical situations): The invoices that have been already generated, you can send them over to us and we will update them for you accordingly

Issue

A limitation of Vtiger CRM workflows is that it does not allow to create more than 10 scheduled workflows. How to resolve it?

Solution

VTiger CRM limits the scheduled workflows to 10 only, but it can be increased easily. It was done intentionally, to limit the resource consumption by the CRM system

Following are the two methods using which you can increase the scheduled workflow limit

1. By making changes in the core code

Go to

// modules/com_vtiger_workflow/vtworkflowmanager.inc

Make the changes in line 113

// function getmaxallowedscheduledworkflows() {
       return 10;
}

2. Using config.inc.php

Go to config.inc.php. and set the limit as per your requirement, for example in the below command we want to increase it to 15

//  $max_scheduled_workflows = '15';

Question

How can a user move a module from one category to a different category in Vtiger?

Main menu configuration allows user to move a module up and down in the que, but does not allow to move one module from one section to another, here is a video for clarification

Solution

It can be done through database

Make the changes in the table: vtiger_app2tab

INSERT INTO vtiger_app2tab
                (tabid, appname, sequence, visible)
VALUES ('22', 'SALES', '7', '1');

22 is the tabid for the "Sales Order" module in our example

Problem

User want to make a field from write to read only, but fails to do so. Because, the privilege switch button of a field cannot be moved and is transparent. As shown in the image

Reason

The reason behind this behavior of the switch button is, that the field for which user is trying to change the privilege is a mandatory field. If a field is mandatory then its privilege cannot be changed

Solution

To solve this problem, go to layout editor and uncheck the mandatory field feature for that field

Once done now, you can change the privilege for that field

Once done, user can go to the module layout and fields and change the make the field mandatory

Question

How can a user search records except the records assigned to a specific user?

Answer

Users can use the conditional search and add the condition to not include the records assigned to a specific user

Example

In this example, we will search all the contacts, except the contacts that are assigned to user named as "Borg Dugget"

Now, we will set the condition to exclude the tickets assigned to user Cher Hugill

The search will show all the tickets except the tickets assigned to Cher Hugill

Question

What is the length of the description field in opportunities and can I increase it?

Answer

The default length of the description field in the opportunities is 16,777,215 characters, as it is a medium text field and it is good enough for the normal usage

Check the following video to see the visual representation of how many characters a description field in opportunities can hold

Still if you want to increase its length, that can also be done using the following

ALTER TABLE vtiger_crmentity MODIFY COLUMN description longtext CHARACTER SET utf8 COLLATE utf8_general_ci NULL ; query

Using the query the length of the description field in the opportunities can be increased to 4,294,967,295 characters

Question

How can a user add or remove columns from a related module view?

For example, user want to remove the primary email column when accessing the contacts through organizations as a related module. Here is a screenshot for further clarification.

Answer

You can remove it by going to the properties of that field using Module layout and Fields

Video

How to remove a column from related module view

Here is a video showing how you can remove a column from a related module view

How to add a column from related module view

Here is a video showing how you can add a column from a related module view

Question

We deleted the user from the CRM But it is still showing up only in the marketplace login popup

Answer

This is the query, how to remove from the marketplace

DELETE FROM vtiger_extnstore_users;

Issue

Sometimes saving a records shows an error instead of saving the record

Here is a screenshot of the error faced while saving an opportunity

Reason

This issue is caused when the sql_mode is set to STRICT

Solution

To resolve this issue. Kindly, disable the sql_mode STRICT. This can be done by editing the Mysql Config file

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

CRM system is responding slow?

There are several reasons as to why vtiger CRM gets slower:

1. With the increase of database size with the passage of time

2. Too many records in a module/related module

3. Too many custom permissions/sharing rules

4. Too many active users in CRM

5. Server specs are lower than required

6. Customizations done to the CRM in inappropriate way

7. Too many 3rd party modules installed

8. Too many external integrations done that are syncing data in a shorter duration.

9. Several others

To understand the problem, it really matters which area of your CRM is slow.

1. Login screen (before login) takes too long

2. After login - landing to Dashboard

3. After login - landing to a module’s listview

4. Opening a specific module’s listview

5. Opening listview of all modules

6. Opening a record’s summary view

7. Opening a record’s detail view

8. Going to edit mode of a record

9. Saving a record

10. Opening a report

11. Opening a 3rd party module

Problem

The percentage field does not show the decimal values. For example 26.81% is rounded off to 27%

Reason

The reason behind this problem is that the decimal value for that client is set to 0

Solution

To resolve this issue - Go to user preference and change the decimal settings for the user.

Question

In vtiger is it possible to set that new tickets are always assigned to a specific group by default?

Answer

1. Open the group and note down the groupid (3)

2. Run a query:

UPDATE vtiger_field 
SET defaultvalue='3' /* 3 should be your groupid */
WHERE tabid='13' 
AND columnname='smownerid';

1. Now if you go to Layout Editor, you will see the Assigned to with a default value

How to Remove Certain Modules from Related Module List

• Go to the “Menu” and select “CRM Settings“

• Under “Module Management” select “Module Layout And Fields“. Select the “Module” and click on the “Relationship” tab and than you can remove the relationship of the module by clicking on the “X” sign on the right side. You can also rearrange the by using drag and drop.

• You can also add the “Module” again after deleting it.

Currently, in VTiger, when you open any module and try to add a related module, it opens a quick create popup, instead of going to the full form. Some of the companies/users do not prefer that outcome and want to move to full form straight.

Question

How to remove Quick Create feature for any module? The aim is to remove a specific module from the Quick Create list as well as when adding as a new related record to another module.

Answer

Go to add this: modules/YOUR_MODULE/models/Module.php

<br />
public function isQuickCreateSupported(){<br />
return false;<br />
}<br />

For Custom Module

Add following function to your custom_module/Models/Module.php

<br />
public function isQuickCreateSupported(){<br />
return false;<br />
}<br />

How to Change Default Terms and Conditions

• Go to the “Menu” and select “CRM Settings“.

• Under “Inventory” select “Terms and Conditions” and then select the “Module” and write the terms and condition in the space given below.

• Here you can see the the “Terms and Conditions” while creating the new “Invoice“.

Note:

• Unlike all other fields where the default value is set in Field Editor – this field has it’s own area for default value

In this article, we will check how to install vTiger CRM system (Open Source) on Debian 11 server. We will be using LAMP Stack for the installation.

For installing the vTiger CRM system (Open source) you need to fulfill the following specs

• Linux server Debian 11

• A user with root privileges

• Domain name pointed to your server

Step 1: Installing LAMP Stack

The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server

• First, make sure that your Debian repository is updated by executing the following command

  Copy

  sudo apt update

• Once done, now install some packages and LAMP Stack using the following command

  Copy

  sudo apt install apache2 mariadb-server php libapache2-mod-php php-common php-sqlite3 php-json php-curl php-intl php-mbstring php-xmlrpc php-mysql php-gd php-xml php-cli php-zip php-soap php-imap php-bcmath wget unzip -y

• After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status

  Copy

  sudo systemctl status apache2

  Copy

  sudo systemctl status mariadb

  Make sure, that it shows the status of Apache2 and MariaDB as “Active”

Step 2: Configuring MariaDB Server

The second step encompasses configuring and setting up he MariaDB server

• Use nano editor to make changes in the MariaDB configurations

  Copy

  sudo nano /etc/mysql/mariadb.conf.d/50-server.cnf

  Make the following changes in the mysqld section

  sql_mode = “” Save the changes in the file and restart the MariaDB by executing the following command, so that the new changes can take effect

  Copy

  sudo systemctl restart mariadb

• Afterwards we have to secure the Maria DB server, for that use the following commands, it will help in making it secure

  Copy

  sudo mysql_secure_installation

  Set MariaDB configuration as below Enter current password for root (enter for none): Just press the Enter Set root password? [Y/n]: Y New password: Re-enter new password: Remove anonymous users? [Y/n]: Y Disallow root login remotely? [Y/n]: Y Remove test database and access to it? [Y/n]: Y Reload privilege tables now? [Y/n]: Y

Step 3: Setting Up PHP

In third step, PHP configurations will be done

• Use the nano editor to make changes in /etc/php/7.4/apache2/php.ini file Make the following changes in the default configurations

  Copy

  memory_limit = 512M<br />
  upload_max_file_size = 100M<br />
  log_errors = Off<br />
  max_execution_time = 100<br />
  date.timezone =

  Save the changes by pressing CTRL+X and then Y

• Now restart the the Apache2 using following command

  Copy

  sudo systemctl restart apache2
  

Step 4: Creating Database for vTiger

In this step we will be creating Vtiger CRM database, vTiger user and vTiger password

• First access the database server (Maria DB), for the password use the password that you have configured in step 2

  Copy

  sudo mysql -u root -p

• To create a database, user and vtiger password using following command

  • Copy

    CREATE DATABASE vtigerdb;</ul>
    </li>
    <li style="list-style-type: none;">
    <ul>CREATE USER vtiger@localhost IDENTIFIED BY 'vtigerpassword';</ul>
    </li>
    <li style="list-style-type: none;">
    <ul>GRANT ALL ON vtigerdb.* TO vtiger@localhost WITH GRANT OPTION;</ul>
    </li>
    </ul>
    </li>
    </ul>
    <p>FLUSH PRIVILEGES;

  • Once done exit the MariaDB shell

Step 5: Download vTiger and install it

Next step is to download and install the vTiger CRM (open source) on the server. Here, we will be downloading the vTiger CRM 7.4.0, as it is the latest version of the Vtiger

• Use the command wget to download the vTiger CRM

  Copy

  cd /var/www/<br />
  wget https://onboardcloud.dl.sourceforge.net/project/vtigercrm/vtiger%20CRM%207.4.0/Core%20Product/vtigercrm7.4.0.tar.gz

• Once the download is completed, now extract the vTiger open source by executing the below command

  Copy

  tar -xzvf vtigercrm7.4.0.tar.gz

• Once done, set the correct permissions for the files. it will help in changing the ownership of the directory vtigercrm. It will make sure that the source codes can be read by the Apache2

  Copy

  sudo chown -R www-data:www-data vtigercrm

• In next step, we have to include the DocumentRoot directory to the Virtual Host configurations. As of now, DocumentRoot directory for the installtion of vtiegr CRM is /var/www/vtigercrm.

Step 6: Configure Apache2 for Virtual host

Now, we will configure the apache for virtual host

• First make sure to execute the following command before configuring the virtual host, in order to to enable required modules for the vTiger CRM

  Copy

  sudo a2enmod ssl rewrite headers

• Create a new configuration file by the name of vtigercrm.conf, for Vtiger crm using the following command

  Copy

  sudo nano /etc/apache2/sites-available/vtigercrm.conf

• Configure the following conditions in the config file. Make sure to change SSL certificate paths and domain name

<VirtualHost *:80> ServerName example.io Redirect permanent / https://example.io/ </VirtualHost>

<VirtualHost *:443> ServerAdmin admin@example.io DocumentRoot /var/www/vtigercrm ServerName example.io

Protocols h2 http/1.1

SSLEngine On SSLCertificateFile /etc/letsencrypt/live/example.io/fullchain.pem SSLCertificateKeyFile /etc/letsencrypt/live/example.io/privkey.pem

<Directory /var/www/vtigercrm/> Options +FollowSymlinks AllowOverride All Require all granted </Directory>

ErrorLog /var/log/apache2/vtigercrm_error.log CustomLog /var/log/apache2/vtigercrm_access.log combined </VirtualHost>

• Save and exit from configuration editor.

• After that, run the below provided command to enable the virtual hosts

  Copy

  sudo a2ensite vtigercrm.conf<br />
  sudo apachectl configtest

• A “Syntax Ok” message will be shown on the window, affirming that Apace2 configuration are correct.

• Restart the Apace2 service

  Copy

  sudo systemctl restart apache2

Step 6: vTiger CRM installation

In this step, we will be finalizing the vTiger CRM installation

• Go to your domain (that you have configured in previous steps) and the CRM installation will be accessible from there

• An installation wizard will be opened. Click on the install button

• Read the terms and conditions and click on the “I Agree” to proceed

• Click “Next”, if all the requirements are fulfilled

• Provide the system configurations. Provide details like host name, username, password, currency etc.

• Double check the installation settings and click “Next”

• Select the industry for which you are implementing the vTiger CRM system

• CRM installation wizard will start showing the installation progressIn next screen, make sure to select the modules that you are going to use

• System dashboard will be shown, on installation completion

Question

Can we turn off the counter label from the related module?

Answer

Yes, you can turn off the counter label from the related module. Below, you will find the solution

• File: ../vtigercrm/modules/Vtiger/actions/RelatedRecordsAjax.php

• Look for function getRelatedRecordsCount.

• Add highlighted code as in the screenshot:

Code:

/* START: Disable Contact Count on Organizations */
			if($parentModule == 'Accounts' && $relatedModuleName == 'Contacts'){
			    continue;
            }
			/* END: Disable Contact Count on Organizations */

Question

Can we rearrange different modules in Vtiger?

Answer

For example, a user wants that in their CRM, whenever he opens Contacts module, the relationship of Contacts with Tickets is prioritized. It might be possible that to access the Tickets through Contacts, one has to click more and then select the tickets. But now, the user wants to place the tickets before any other module. e.g. in this case the user wants to place tickets before documents.

To do so, user have to change the relationship order with that specific module through Module Layout & Fields. In this case, we will open the Module Layout & Fields for Contacts and then change the order of its relationship with tickets.

Go to Settings > Module Management > Module Layout & Fields

Then select the Relationships Tab (you can also check the standard Vtiger module relationships by following this link ) In the Select Module, choose the module on which you are working (i.e. in this case it is Contacts)

Now all the relationships can be seen in this window

Then simply drag the the relationship with secondary module (i.e. Tickets in this example) and place it where do you want it to appear

Now, go to the Contacts and check the Tickets module placement

Rearranging different modules in Vtiger as related module can save time, which can be invested in other productive tasks.

Question

Can we calculate Birthday and send email to customers in Vtiger?

Answer

Yes, you can calculate Birthday and send in Vtiger.

Let’s take a look at how user can calculate a records birthday and send an automated email with birthday wishes to that client.

In order to do so, first you have to create three more fields in addition to the default Birthday field

1- Date of birth: This fields shows the actual date of birth of the contact

2- Today – Month Date: You have to create a text type field, that will show current month and todays date

3. Birthday – Month Date: You have to create a text type field, that will show the birthday month and date

4. Is birthday today: This is a text field, whose value will be either “Yes” or “No” depending if its contacts birthdate today or not

In order to make it work, we have to set up two workflows

1. Workflow 1: This workflow will, update the fields (Today-Month Date, Birthday-Month Date and Is Birthday today?)

2. Workflow2 : This workflow will send out an automated email when the value of picklist “Is Birthday Today” is set to “Yes”, wishing them happy birthday

Configuration of Workflow 1:

1. Provide the details regarding Workflow Name, Description, Target Module and Status in Basic Information section

1. In workflow trigger, choose the time interval option for “rigger Workflow On”. Choose “Daily” in “Run Workflow field” as the workflow will execute on daily basis and determine the birthdays of the contacts. Set a time on which the workflow will be executed

1. Add condition according to your requirement. In this example there is no condition configured

1. Work Actions: In work actions, user need to configure three actions

• Update Field “Today-Month Date”: Using substring expression, the value of the month and the date of today’s date will will be calculated in field “Today-Month Date”. The format of the value will be MM-DD, as the database reads the date in this format. The expression that we will use is “substring(string,start,end)”, in this example it is “substring(get_date(‘Today’),5,10)” Note: 5, 10, specifies that character whose values will be captured, in this case it is from Character5 to Character10. For example, if today is 2022-01-01 (YYYY-MM-DD), then it will capture 01-01 (MM-DD), as we configured start as 5 and end as 10 for the string

• Update field “Birthday-Month Date”: Now configure second action, use the substring expression, to determine the month and date of birthdate and update it in field “Birthday-Month Date”

• Update field “Is Birthday Today?”: Compare the values of fields “Today-Month Date” with “Birthday-Month Date”. if yes then select “Yes” in “Is Birthday Today?” else “No”

Configuration of Workflow 2:

This workflow is a simpler one. This workflow will check the value of “Is Birthday Today?” field and if it is “Yes” then send an email to the contact with Birthday wishes

1. Fill in the Basic details

1. Configure the the workflow trigger based on time interval *Make sure that this workflow is executed at a later time as compared to the first workflow. As, in this example it is 10:00 AM for the second workflow and 09:00 AM for the first workflow

1. Configure condition. If “Is Birthday Today?” is “Yes”

1. Configure Actions for this workflow: Send email to the contact with Birthday Wishes

Working of the Workflows

When Birthday (month, date) and Today’s (month, date) is different

In this example the today’s date is is 05-01-2022 and the workflow one is executed

Date of Birth: Date of Birth is set to 25-01-2022

Today – Month Date: After the workflow execution that value is calculated as 01-05 as today is 05 of Jan

Birthday – Month Date: After the workflow execution that value is calculated as 01-25 as contacts birthday is 25 Jan

Is birthday today: As today is different from birthday so the value of this field is set to “No”

So in this example, todays and birthday field value were not same, that is why no email will be sent

When Birthday (month, date) and Today’s (month, date) is same

In this example the today’s date is is 05-01-2022 and the workflow one is executed

Date of Birth: Date of Birth is set to 05-01-2022

Today – Month Date: After the workflow execution that value is calculated as 01-05 as today is 05 of Jan

Birthday – Month Date: After the workflow execution that value is calculated as 01-05 as contacts birthday is 05 Jan

Is Birthday Today?: As the current date and Birthdate is same except years that is why the value of this field is set to “Yes”

So in this example, todays and birthday field values are same, that is why email is sent to the contact

Email Preview

The preview of the received email is as follows

Question

The user has the admin rights and it still can't see the add mailbox button in the mail converter

Answer

There's a limit to how many mailboxes you can configure by default.

The limit is configured in

config.inc.php > $max_mailboxes variable

You can change the limit

Question

Is there a way to add tags to any record in Vtiger?

Answer

Yes, you can add tags to any record in Vtiger

The steps are as follows

1. In record summary view click on the “Add Tag” button to create a new tag.

1. Add a Tag Name.

2. Check box “Public Tags“. Public tags (Shared Tags) are shared with all users.

1. Here you can see a tag is created.

vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up.

Configure vTiger Customer Portal Module Permissions

The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”.

Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users.

Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal.

Portal URL – The URL which Customer Portal users will be accessing the portal. We will come back to this as we start configuring the backend of the portal.

Moving down to the individual modules, you will be able to specify more detailed permissions as well as the order.

Module Name – The name of the module, you can drag and drop to reorder the sequence.

Enable Module – Module can either be enabled or disabled in the customer portal.

See Records across Organization – Either to allow Customer Portal user to see his organization records or not.

Once the Customer Portal permissions have been configured we can now move on to the Customer Portal Installation and setup for the end user to login.

Download vTiger Customer Portal Module

vTiger Customer Portal Module can be downloaded at official vTiger website. Direct link to the download section is:

Under ‘vTiger CRM Extensions‘ you will see the “Customer Portal” module. Download the zip file to your server. In this guide we place the customer portal in /vtigercrm/portal directory.

Configure vTiger Customer Portal Module Links

We’ve downloaded the Customer Portal and placed it into /vtigercrm/portal, now you need to configure customer portal access links.

Open /vtigercrm/portal/PortalConfig.php and adjust the following variables:

$Server_Path =””;

Should be the link to your vTiger. In this case our link to vTiger is “http://demo.vTigerExperts.com/vtigercrm”, so it should look like this:

$Server_Path =”http://demo.vTigerExperts.com/vtigercrm”;

* Make sure NOT to include index.php in the URL.

$Authenticate_Path = “”;

Should be a link to the Authentication file in the vtigercrm/portal/ directory, in this case – it will be:

$Authenticate_Path = “http://demo.vTigerExperts.com/vtigercrm/portal”;

Once those 2 links have been configured, let’s move on and configure the link to the Customer Portal. The link has to be set in vtigercrm/config.inc.php file, so open /vtigercrm/config.inc.php, find:

$PORTAL_URL = ‘http://vtiger.com/customerportal’;

And change it to

$PORTAL_URL = ‘http://demo.vTigerExperts.com/vtigercrm/portal’;

This will be the link that your customers will use to login into the Customer Portal.

Create the Username and Password for your Customer to Login to the Portal

Once that is done, find the contact you would like to enable Customer Portal Access to, open the record and check the “Customer Portal User” checkbox. Specify the from/to date that the customer can access the portal.

Shortly after you save the contact – you(your contact) will receive an email with username, password and link to log in. Follow the instructions to login and you(your contact) should be able to see Tickets, FAQs(Knowledge Base), Invoices, Quotes, Products, Services, Documents, Contacts, Organisation details, Projects & Assets.

Question

What is the reason for Merge Tags/Description not working in Email Template?

Answer

It is a bug in Vtiger Version 8.3.

A fix for this problem has been provided by the Vtiger team. You can find the solution details here: View solution

Applying this fix should resolve the merge tag and description problems, restoring the functionality needed for effective email communications.