Category: Vtiger Solutions

445 ViewsTo display a notification pop-up box in an open-source CRM like vTiger, you’ll typically need to modify the front-end code, usually written in JavaScript or jQuery. Here’s a general approach you can follow: Steps to Add a Notification Pop-Up Box 2. Add HTML for the Notification: 3. Add CSS Styles (optional): 4. Add JavaScript […]

486 ViewsTo modify the admin password in vTiger, you can follow these steps: 3. Edit Admin User: 4. Change Password: 5. Save Changes: 6. Log Out and Test: Log out of your account and try logging back in with the new password to ensure it works. If You Can’t Log In If you can’t access […]

523 ViewsWhen working with Socket.IO, Vtiger, and csrf-magic.js, you might encounter CORS (Cross-Origin Resource Sharing) issues. Here’s how to address them effectively: Understanding CORS CORS is a security feature implemented by web browsers to prevent requests from one domain to another unless explicitly allowed by the server. When using Socket.IO or making AJAX requests to […]

206 ViewsMoving the Storage and Test directories in Vtiger 7 to a new location involves several steps. Here’s a general guide to help you through the process: Step 1: Backup Your Data Before making any changes, ensure you back up your Vtiger installation and database. Step 2: Identify Current Directory Structure Locate the current paths […]

672 ViewsVtiger CRM Open Source version 7.x does not come with built-in support for caching mechanisms like Memcached or Varnish by default. However, you can integrate caching solutions like Memcached or Varnish with your Vtiger CRM 7x setup to improve performance by reducing database load and speeding up response times for frequently accessed data. 1. […]

678 ViewsTo restrict ListView access for non-admin users in Vtiger CRM 7.1.0 using coding, you can directly modify the core files or create custom code to check the user’s role and prevent access. Below are the steps to achieve this. Steps to Restrict ListView Access via Code 1. Locate the Core ListView Code The ListView […]

249 ViewsTo show related emails in vtiger the popup for composeMailData, you will need to customize the functionality by modifying the code that controls the email popup and related data retrieval. Here’s a high-level guide on how to achieve this: 1. Locate the Compose Email Popup Code The composeMailData popup in Vtiger is part of […]

285 ViewsIf your Vtiger 7.1 installation got stuck, there could be several reasons for this issue. Here are some common troubleshooting steps you can follow to resolve it: 1. Check System Requirements Ensure your server meets all the system requirements for Vtiger 7.1: 2. File and Folder Permissions Check if the correct file permissions are […]

686 ViewsTo painfully set the sql_mode for vTiger CRM, you may face several challenges due to MySQL strict mode settings. However, here’s a step-by-step guide to manually configuring and resolving issues caused by sql_mode in MySQL for vTiger CRM: 1. Log in to MySQL/MariaDB 2. Check Current SQL Mode 3. Set the SQL Mode Temporarily […]

701 ViewsTo find the record_Id in vTiger CRM for REST API, which typically follows the format module-type-id x module-record-id, follow these steps: 1. Access the vTiger CRM 2. Determine the Module Type ID 3. Find the Record ID 4. Combine the Module Type ID and Record ID 5. Use the Record ID in the REST […]