Infinitive Host / 6 months
273 ViewsIn Vtiger CRM, beforesave and beforesave.modifiable are event hooks used to execute custom logic before saving a record. Here’s a detailed explanation of both: beforesave The beforesave event is triggered just before a record is saved. It allows you to execute custom code right before the save operation. However, at this point, the record […]
Infinitive Host / 6 months
491 ViewsCreating a custom module for Vtiger CRM involves several steps. Here’s a guide to help you create a module in Vtiger CRM: Step 1: Set Up Environment Step 2: Create Module Directory Step 3: Create Module Files Step 4: Register Module Step 5: Install Module Step 6: Test Module This is a basic example […]
Infinitive Host / 6 months
280 ViewsYes, in Vtiger 7.1, you can modify the position of a field or a block using VTlib. VTlib provides a set of functions to manage the fields and blocks in the modules. Below are the steps to modify the position of a field or a block: Modifying the Position of a Field To modify […]
Infinitive Host / 6 months
586 ViewsCreating a custom module in vTiger CRM from scratch involves several steps, including defining the database schema, creating the necessary files, and installing the module. Here is a detailed guide to help you create a custom module with its own table. Step 1: Set Up Your Environment Step 2: Define the Database Schema Step […]
Infinitive Host / 6 months
364 ViewsCreating a custom module in vTiger7 using vtlib involves several steps. Here is a step-by-step guide to help you through the process: Step 1: Set Up Your Environment Step 2: Create the Basic Structure Step 3: Define the Module Class In CustomModule.php, define your module class: Step 4: Create the Installation Script Create an […]
Infinitive Host / 6 months
347 ViewsThe error message “Module name is missing or incorrect. Please check the module name” in vtiger PHP CRM suggests that there might be an issue with how the module is being referenced or loaded. Here’s a step-by-step guide to troubleshoot and resolve this issue: Troubleshooting Steps for Module Name Issues in vtiger: 2. Verify […]
Infinitive Host / 6 months
579 ViewsIt sounds frustrating that your vtiger CRM mailbox configuration isn’t working as expected. Here’s a systematic approach to diagnose and potentially resolve the issue: Steps to Troubleshoot vtiger Mailbox Configuration Issues: 2. Verify Server Requirements and Permissions: 3. Test Email Server Connectivity: 4. Check PHP Settings: 5. Review vtiger Email Configuration: 6. Clear Cache […]
Infinitive Host / 6 months
502 ViewsCustomize VTiger CRM the look and feel of through the style.less file involves modifying the Less (Leaner Style Sheets) files used by vTiger to control its CSS. Here’s a step-by-step guide on how to do it: Steps to Customize style.less in vTiger CRM 2. Backup the Original File: 3. Edit the style.less File: 5. […]
Infinitive Host / 6 months
381 ViewsCreating a record in a custom modules and automatically generating a corresponding event in the calendar in vTiger CRM involves using custom workflows or code hooks. Below, I’ll outline both methods: using the vTiger built-in workflow system and implementing custom PHP code. Method 1: Using vTiger Workflow System vTiger’s workflow system can automate actions […]
Infinitive Host / 7 months
365 ViewsWhen dealing with vTiger CRM and attempting to update an existing entry in a CRM object, there are several steps and considerations to ensure that your update request works correctly. Here’s a detailed guide to help you troubleshoot and correctly implement the update. Steps to Update an Entry in vTiger CRM 2. Construct the […]
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