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 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

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

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 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.

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

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

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

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

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

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

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

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';

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

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

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

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.

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

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