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 Vtiger CRM Add-ons 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 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

Introduction

The Vtiger Buzz shows you notifications you receive in Vtiger, like @mentions from colleagues, new notes on records you follow, and tasks you’ve been assigned - so you’re always plugged in, even when you’re not directly logged into Vtiger.

Be plugged in even when you’re not in Vtiger CRM. Vtiger Buzz reminds you when you have a meeting, notifies you when you have a message from a colleague, alerts you when something needs your attention (ex: quote waiting for approval, an opportunity that is idle..) - even when you’re not directly logged into Vtiger.

Getting started with installation

Follow the below steps to install Vtiger extension.

1. Click the User Menu on the top right corner of the screen.
2. Click Settings.
3. Click on Vtiger Buzz under Extensions tab.
4. Click on Add to Chrome button and get redirected to the Chrome Webstore.
5. Install the extension by clicking on Add to Chrome.
   
   Click here to add Vtiger Buzz to chrome.

After installation, you can see the Vtiger extension added to the Chrome toolbar.

Click on the Vtiger icon and login to your account.
To login to the Vtiger Sales extension,

1. Click on the Vtiger icon in the Chrome toolbar.
2. Enter your Vtiger account credentials and login successfully.

View email alerts, @mentions, smart alerts in Notification widget.
@mentions: Notification related to any direct message addressing a user.

Activity reminders: Notifications related to your upcoming activities such as Tasks, Events, Meetings scheduled in your Calendar.

Email alerts: Notifications related to the email tracking in real-time. Click here to learn more about Email tracking in real-time.

Smart alerts: Notifications related to “on save alerts” enabled in the smart alerts.

Click here to learn more about Notification Centre.

FAQ

How do I logout of the Vtiger Sales extension?

• Click on the switch icon to logout of the extension.

How do I update my Notification preferences?

• Follow the below steps to update Notification preferences.

  1. Click on Vtiger icon from the browser toolbar.

  2. Click on the settings icon.

     • Admin users get redirected to the Smart Notifications settings of the CRM.
     • Non-admin users get redirected to the Notification preferences settings.