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Extensions - Extension Store

S
Sabqat Ruba
9 Mar, 2021 - Updated 1 month ago

What is the Extension Store

The Extension Store is your one-stop shop to get all the extras that you need to run your business smoothly.

Up your business game with Vtiger’s extensions! 

You can customize your CRM account with several free and paid extensions that serve many business purposes. Install them in a few clicks, and you’re good to go!

Accessing the extension store

You can use the Extension Store 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 extensions. 
 

Follow these steps to go to the Extension Store:

  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 Extension Store under Extensions.
 

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

 

Note: Paid extensions have a Buy button below them and require you to enter your debit or credit card details. Free extensions have an Install button and can be installed without entering any payment information.

Setting up Card Details to Buy an Extension

To buy an extension, you must save your credit or debit card details.

Setting up card details

Follow these steps to set up your card details:

  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 Extension Store under Extensions. 
    • This will redirect you to the Extension Store.
  5. Click the Set Up Card Details button on the top right corner of the Extension Store.
  6. Enter the following information:
    • Card Number: Your debit or credit card number
    • Expiry Date: The expiry date of your debit or credit card
    • Security Code: The number (usually 3-digit) written on the back of your debit or credit card
  7. Click Save.

Buying an extension

Follow these steps to buy an extension:

  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 Extension Store under Extensions. 
    • This will redirect you to the Extension Store.
  5. Select an extension and click Buy.
  6. Read the confirmation message and click Yes.
    • Your account will be billed automatically for the extension.

Updating your Card Details

Follow these steps to update your card details:

  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 Extension Store under Extensions. 
    • This will redirect you to the Extension Store.
  5. Click the Update Card Details button on the top right corner of the page.
  6. Click the Update button.
  7. Re-enter your card details.
  8. Click Save.

Installing and Uninstalling Extensions

Free extensions can be installed directly with a few clicks.

Installing an extension

Follow these steps to install an extension:

  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 Extension Store under Extensions. This will redirect you to the Extension Store.
  5. Select an extension and click the Install button.
 

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

  

Uninstalling an extension

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

 

Follow these steps to uninstall an extension:

  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 Extension Store under Extensions. 
    • This will redirect you to the Extension Store.
  5. Select an extension and click the More Details button. 
  6. Click the Uninstall button on the top right side of the page.
 

Viewing Extension Details

Every extension in the Extension Store is given a brief description. But to see the details, you must click the More Details button.

 

When you click More Details under an extension, you can see the following details:

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

Writing a Review About an Extension

Vtiger highly values customer feedback, and that is why we provide you with the option of writing a review about extensions. 

 

Follow these steps to write a review:

  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 Extension Store under Extensions. 
    • This will redirect you to the Extension Store.
  5. Select an extension and click the More Details button.
  6. Click the Customer Reviews tab.
  7. Click the Write a Review button located on the right side of the page.
  8. Enter your review comments and select a rating (out of 5).
  9. Click Save.
 

Your review is saved and can be seen by other customers.

Accessing an Extension

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

 

This table tells you how you can access each installed extension:

 

Extension name

How to access the extension

Google Meet On installing this extension, you will see Google Meet in the Activity Type picklist in Main Menu > Essentials > Events

Vtiger Live Chat

On installing this extension, you will see the Web Chats module under Main Menu > Essentials

Surveys

On installing this extension, you will see the Surveys module under Main Menu > Essentials 

Vtiger Inventory

On installing this extension, you will see the following modules under Main Menu > Inventory:

SMS Campaigns

On installing this extension, you will see the SMS Campaigns module under Main Menu > Marketing

Vtiger Privacy Guard

On installing this extension, you will see the Consents module under Settings > Configuration

Xero Integration

On installing this extension, you will be able to sync the following between Xero and Vtiger: 

  • Organizations
  • Products 
  • Invoices 
  • Payments

Subscriptions

On installing this extension, you will see the Subscriptions module under Main Menu > Inventory

Shopping Cart

On installing this extension, you will be able to sync products into the Products module from eCommerce platforms such as Magento, PrestaShop, etc.

QuickBooks

On installing this extension, you will be able to sync your contacts and inventory information between QuickBooks and Vtiger

Phone Calls

On installing this extension, you will see the Phone Calls module under Main Menu > Essentials

Office 365 Connector

On installing this extension, you will be able to sync your contacts, events, etc. between Office 365 and Vtiger

Mailchimp

On installing this extension, you will be able to sync your contacts and email campaigns between Mailchimp and Vtiger

Forecast and Quota

On installing this extension, you will see the Forecast and Quota module under Main Menu > Sales

Esign

On installing this extension, you will see the Esign Documents module under Main Menu > Essentials

Payments

On installing this extension, you will see the Payments module under Main Menu > Inventory 

Phone Calls Extension: Configuring a Phone Number for a User

To be able to make calls via Vtiger, you must install the Phone Calls extension from the Extension Store. After installing the extension, you will see the Phone Calls module under Main Menu > Essentials

 

The next step is to set up a phone gateway under Settings > Extensions > 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.

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