Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Webforms in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

 What are Add-ons?

Add-ons are your one-stop shop to get all the add-ons or extensions that you need to run your business smoothly.
 

Up your business game with Vtiger’s add-ons!  You can customize your CRM account with several free and paid add-ons that serve many business purposes. Install them in a few clicks, and you’re good to go!

 

Accessing add-ons

You can use the add-ons to install or buy extensions if you are an Admin user. Since Standard users have limited access to the CRM, they can contact CRM admins to install add-ons. 

Follow these steps to go to Add-ons:

1. Click the User Menu on the top right corner of the screen.
2. Click the Settings button.
3. Look for the Extensions section.
4. Select Add-ons under Extensions.

Doing this will redirect you to Vtiger’s Add-ons Store, where you can find plenty of CRM add-ons such as Phone Calls, Inventory, SMS Campaigns, etc. Each add-on has a brief description that tells you about its use.  For paid add-on, the price per user per month is also shown in the description.

 

Buying an add-on

Follow these steps to buy an add-on:

1. Click the User Menu.
2. Click Add-ons.
3. Select an add-on that you want to buy and click Buy.
4. A pop-up displaying the confirmation message -Are you sure you want to install/ upgrade this Addon? opens. Click Yes.
   • Your account will be billed automatically for the add-on.
   • if you do not have a subscribed account with Vtiger you will be directed to the Billing > Subscription Details page.

Installing and Uninstalling Add-ons

Free add-ons can be installed directly with a few clicks.

Installing an add-on

Follow these steps to install an add-on:

After an add-on is installed, you can access it from the CRM. Skip to the ‘Accessing an Add-on’ section to learn how to access each installed add-on in Vtiger CRM.

Uninstalling an add-on

When you uninstall an add-on, it stops showing on the CRM, and you lose access to it. 

Follow these steps to uninstall an add-on:

Viewing Add-on Details

Every add-on under Add-ons is given a brief description and actions such as installing and uninstalling an add-on.

Follow these steps to view the add-on details:

1. Click the User Menu.
2. Click Add-ons.
3. Click an add-on. The add-on page displays the following details:

• Overview: A slightly detailed description of the add-on that may include installation details, usage information, etc.
• Customer Reviews: Reviews and ratings about the add-on, given by customers 
• Publisher: Details of the publisher of the add-on.

Accessing an Add-on

 After you install an add-on, where it appears in the CRM depends on what type of add-on it is. For example, if you install the Vtiger Inventory, inventory modules in the add-on appear under Main Menu > Inventory in the CRM. 

This table tells you how you can access each installed add-on:

 

Phone Calls Add-on: Configuring a Phone Number for a User

To be able to make calls via Vtiger, you must install the Phone Calls add-on from Add-ons. After installing the add-on, you will see the Phone Calls module under Main Menu > Essentials. 
The next step is to set up a phone gateway under Settings > Add-ons > Phone Configuration to start making calls seamlessly. Additionally, you can set up a default phone number for each user to receive and make calls. The phone number of an active gateway can be used for calling.

Follow these steps to set up default phone numbers: 

1. Click the User Menu on the top right corner of the screen.
2. Click the My Preferences button. 
   • Doing this will take you to the My Preferences page.
3. Click the Edit icon on the right side of the page.
4. Scroll down to the Phone Preferences section.
5. Enter the extension numbers (phone numbers) that will handle incoming and outgoing calls.
   • Remember that the gateway you choose must be marked as Active under Phone Configuration.

Incoming and outgoing calls are made easy with Phone Calls since it eliminates the need for a separate phone device. To learn more about Phone Calls, click here.