General How To's
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[edit] Is import restricted only for 500 entities?
Ans: There is no restriction in import. You can import data of any size.
[edit] Where is the Import tool?
Ans: On any page that has an import available, there is a button (Arrow pointing down) at the top that contains a graphic of a downward pointing arrow. Use this tool to import your files.
Beware: Before you import you must check your data for a proper format. Do you have all mandatory fields filled in, have you removed all special characters, have you set the right dilemeter ......? Please consult the manual for rules and further hints. See: Vtiger_CRM_-_User_Manual
You may also look for a tool that helps to format CSV data from MS Excel automatically. This tools is available at: http://vtigerforge.fosslabs.com/projects/excelimptool/ NEW
[edit] How to import leads into multiple installs of vtiger on the same server
Ans:TBS
[edit] How to turn off the HTML Editor in the notes and email sections?
Ans: Edit config.inc.php set on line 28 variable to 'false'
$FCKEDITOR_DISPLAY = 'false';
[edit] How to email generated PDF files to accounts or contacts?
Ans: TBS
[edit] About the chmod function problem on ubuntu,I get an error message
The error display as follow: Warning: chmod() [function.chmod]: Operation not permitted in /opt/lampp/htdocs/vtigercrm/log4php/appenders/LoggerAppenderFile.php on line 80 how can i to correct ???
Ans:you must be root to do this and you can type chmod -Rf 777 vtigercrm note that "vtigercrm is the folder you want to change permissions, so you must type this with the complete path.
[edit] Is it possible to use variables when creating views?
Ans:TBS
[edit] How to restrict users access to my data?
Ans:You may use the profile and role settings to restrict the users access to data from other users. Hence people would only see entries which have been assigned to them.
[edit] How to export leads from one vtiger installation (5 GA) to another (5 GA)?
Description: In the export-file (csv) I missed data from street, fax, ... Please tell me a way to export complete data from the leads.
Ans: if you want all fields to export then you can change the query in the function create_export_query in the Lead.php file. [edit]
[edit] How to modify "help link" on the top right corner.
Ans: Edit Smarty/templates/Header.tpl file and modify the following:
<a href="http://www.vtiger.com/index.php?option=com_content&task=view&id=34&Itemid=60" target="_blank">{$APP.LNK_HELP}</a>
[edit] I can´t get the pdf export working. when I press the export button, a error message appears
Ans: The FPDF code (used to generate PDF files) does not support the alpha channel in PNG files. You have two choices.
1. Use a GIF for the logo. Though GIFs don't have an alpha channel, they do support completely transparent bits.
2. Create a special PNG for the PDFs that has a white background (assuming you are not changing the background color of your invoices).
[edit] How to modify login page?
Ans: Go to installdir -> themes -> images for the images to edit on the login screen. For the login itself, edit installdir -> modules -> Users -> Login.php [edit]
[edit] How to change the tabs at the top of the screen?
Ans: Curently there is no option to change the tabs through user interface. But you can modify the tabs programmetically. [edit]
[edit] How do I update the working copy to 5.0.1 without losing my patches?
Ans:Use the merge command IN your working copy directory. You can apply the same merge command in the working directoy which contains your patches and you will get an updated version with your patches.
[edit]
[edit] How to uprade from 4.0.2 to 5.0.2
Ans:Modify the $HOME/modules/Migration.php (line 109) Change $dump_filename=\'dump_\'.$dbname.\'.txt\'; to $dump_filename=getcwd().\'/\'.\'dump_\'.$dbname.\'.txt\';
2. Login to you server running 4.2 3. mysqldump your 4.2 database to a flat file 4. Edit the flat file and add: SET FOREIGN_KEY_CHECKS = 0; --On first line SET FOREIGN_KEY_CHECKS = 1; -- On last line 5. move this file to your new server 6. Open mysql on your new server and create a 4.2 database 7. Use the flat file as source to import you 4.2 data 8. Open you vtiger settings page an go to the migration option. You got everthing on the same serve thus use the first option to migrate to 5.2 Remember on Suse Linux your mysql is in the /usr/bin/ path
[edit] which table / field contains the flag for a deleted record (account or contact etc)
Ans:vtiger_crmentity contains the deleted flag.
[edit] When Multiple Values are associated to one Field- Will the user have to manually put in the comma seperated values?
http://forums.vtiger.com/viewtopic.php?p=35808#35808
[edit] How do I change the admin default password?
Ans:Settings > Users > Click on admin > then change password [edit]
[edit] What is the Currency code during installation?
Ans:You can read more about it at this link http://en.wikipedia.org/wiki/ISO_4217
[edit] How to protect my vtiger CRM installation?
Ans:After installation, please ensure that your config.inc.php file to read-only mode so that hackers cannot access your vtiger CRM server information. [edit]
[edit] Is there a way to send a note to another user of vtiger about an incoming call from a contact?
Ans:Creating a new event would be probably the best option. To this event invite the user who you would like to inform. Immediately when you save the event, the user will get an email with the event information automatically ba the CRM system. By doing it this way you have an entry and an information just by a single operation. [edit]
[edit] What exactly is Activity History?
Ans: Activity History lists all events that has been marked as "Held" at the calendar.(here are explanations at the manual in chapters "Lead Details", "Additional Information for Potentials", "Change the Potentials List view" and "Use the Potential Detail View".)
[edit] How to create custom filters
Ans: In any module, say, for ex, Accounts, you can choose the custom filters or create new views. On the right side of the screen, you can see the option Filters.
- You can select any particular filter view from the drop down list
- To create a new filter view, you can click on the New button.
- You can fill the name of your view, select the required Fields for creatin the view
- You can even set this as default or choose this to be in the Metrics
- You can use simple time filters or even advanced filter(option available at the end of the New -filter details)
- Simple filters help you to filter your data based on time periods, Advanced filters can help you to further filter the data based on several criteria listed in a drop down.
- At the end of your selection, click the Save button to see your custom view.
[edit] How to set default views for users
Decription: The user needs to see leads assigned to him as his default.
You can select the New button for creating the Filters You can specify the different columsn fields for this view and give it a name. You can use the simple filter to set the filter according to time. Use the Advanced filter option tocreate"assigned to" "equals" "name of user". You can create different views for different users and set it as default for his login. Remember to enable Set as default for the views.
[edit] How do we add more carriers for shipment like, Safex, etc??
The carriers are not fixed. As an administrator you may change the entries at Settings -> Picklist Editor
[edit] What is the syntax for including skype
The syntax for this field is:
<a href="skype:number/ID?call">number/ID</a>
[edit] How to create new fields for Picklist types
Ans:1.Go to Settings>custom Fields> 2.Select the Module for which you want to create new fields 3.Click on Add New field option 4.Add LAbel name for the field 5.Select the Field Type as Pick list 6.Now add the Pick List values, one below the other and save. 7.Check this in the Module for which you have added custom fields
[edit] How to store my corporate documents?
Ans: Currently Document Management System is not available in vtiger CRM. However, you can store your corporate documents by:
- Create a new account with your own company and attach all documents to this account
- Create an internal website that holds your documents and include this website at "My sites" at vtiger.
[edit] Why my custom filters are not saving?
Description: When I create a new custom filter and hit "Save," I'm taken to a screen that contains only the main vtiger navigation bars, and a blank screen for the rest. It will stay that way until I go to a new module and back.
For example, I'll create a filter in Leads so I can see only what is assigned to the admin user. After I set up the filter, I hit save, and then there's nothing. To see the leads again, I have to go to Accounts, and then back to Leads.
My custom filter will be in the drop down at the top, but if I choose it, I get an error that says "Undefined." I took a look through the database, and it looks like the views are getting saved in vtiger_customview and vtiger_customview_seq, but nothing is getting saved to vtiger_cvadvfilter, vtiger_cvcolumnlist, or vtiger_cvstdfilter.
Ans: It has something to do with changing $HTTP_POST_VAR with $_POSTS at the beginning of the custom view save script.