vtigerCRM-Spain::Desarrollo Parches


List of some of the vtiger CRM modificactions we have done. Contact us for further information

  • Emails on Potentials. Send emails related to potentials.
  • Add create and modified by fields
  • Duplicate filter
  • Merge contact image into OOMerge
  • Product bundle units and corresponding stock adjustments. Installed in demo
  • Batch invoice printing. We add a new print button on the invoice list view, so you can select the invoices and obtain a paged PDF with all selected invoices. This works also with PDFMaker.
  • Mass Duplicate Invoices. Could be easily converted into mass duplication of any entity.
  • Document download history log. This extension adds a related list to the document detail view where we can see the list of downloads made, with user and date
  • Idle account activities. Daily script that runs through accounts, classifies them in 4 groups and creates activities for those that fall out of their category activity range.
  • Birthday email cron. Daily script that runs through contacts and sends birthday emails. The email template is created by the user in email templates section of the application so you have full control of the email. The script can be adapted to launch on other fields.
  • Quick Create in Popup. We add the creation button to the popup capture window. When clicked we show the corresponding quick create overlay which will permit you to quickly add an entity to select.
  • Advanced Search in capture Popup. Installed in demo
  • Picklist dependencies. An extension that will permit you to create dependencies between any picklist in the same module. Even the same picklist with itself.
  • Dynamic Blocks. Block Picklist dependencies. An extension that will permit you to create dependencies between any picklist value and blocks in the module.
  • vtGenDoc. Advanced OpenOffice Merge. We helped developing the OOMerge extension and have token this further creating an advanced merge application. You can add directives like foreach and if inside your openoffice document and have them filled in depending on the values in your vtiger CRM. Very powerful for document generation of any type (contracts, quotes, procedures, policies, ….)
  • Move “Vendors” to “Accounts”. Change PO and Products to use Accounts instead of vendors, so you can have them all together. You can eliminate the Vendors module.
  • Block Accounts. Patch that will stop the creation of any entity related to accounts in the Shutdown status. If you set an account in this status and try to create an invoice you get an error message when trying to save. The next patch, Accounts on Hold, is not so drastic. Installed in demo
  • Accounts on Hold. Similar to the Block Accounts Patch but this one simply prints the marked accounts in a given color so it is easy to identify them but it doesn't stop you from working with them like the previous patch does. Installed in demo
  • SLA ticket time of life. An extension that will permit you to define your working hours and days, along with a service cron that is executed every 5 minutes that updates the time of life of each open trouble ticket. With this extension your can quickly list your tickets and see in almost real time the status of your SLA trouble tickets.
  • Change control extension. This extension creates a new related list on any entity which traces the changes of a set of configurable fields. That means that you can easily decide to control the changes made on any field of any module and know who and when the change was made.
  • Invoice number based on date format
  • Send SMS from Calendar ListView to accounts related to the selected events. Could easily be adapted to send to Contacts.
  • On Delete event in workflows
  • Import, Export and Merge (deduplicate) Campaigns. Installed in demo
  • Automatic Google GMail Contact address book import. This service executes at regular times, reads your gmail address book and imports them as contacts into your vtiger CRM.
  • Workflow Custom Function creator. This extension automatically creates workflow custom functions that can either copy or aggregate fields from other related modules.
  • Map Extension Enhancements. These changes build upon the existing Map extension with some nice additional features.
  • Convert Contact to Account action. New action on the Contact detail view right panel that opens the Account module in creation mode with all the fields from Contact mapped to Account.
  • Tooltip Everywhere: on Detail View, List View, Global Search, Popup
  • SalesOrder grouping. Convert many SalesOrders into one invoice.
  • Accept file attachments in webforms
  • Trouble Ticket Inline Images: see images and attachments in trouble tickets detail view.

Desarrollo Parches:: Workflows

  • Workflow to automatically format phone numbers
  • Workflow to update contact address to that of the related account
  • Workflow to create a document folder with the name of the create contact
  • Workflow to assign the related contact to the assigned user of a service contract (can be adapted to any other)
  • Workflow to assign all contacts to the user assigned to an account