VorDOOM Color List for vTiger CRM 6.x Installation | VorDOOM vTiger CRM Russian Team +7 (499) 403-15-23
Posted by      11/10/2018 18:00:46     vTiger Instructions    0 Comments

Extension allows you to set different colors in vTiger’s lists. For example Paid Invoices can be in green but lost Deals can be in red.

Use this vTiger extensions you can create a lot of different colors in CRM. The colors works in related lists too.

Features

- Any color you need can be used

- Colors works in related lists too

- No limitation. You can create as many colors as you want

- Easy and smart conditions (like in standard vTiger’s Workflow)

Installations steps

1. For installing extensions your account need have administrator privilege. Log as administrator in vTiger CRM 6.x. Click to Gear -> CRM Settings

2. Into Settings Shortcuts block select Module manager

3. Scroll page down and click on Import from Zip

4. Click on Choose file button and select VDColorList zip archive from your computer and check I accept with disclaimer and would like to proceed

5. Click Import button

6. Check I accept the license agreement.

7. Click Import now button.

8. Wait for the message that module "VorDOOM Color List" was imported successfully and click OK.

For existing accounts without administrator privilege new extension may be not available because of role privileges. To make available new extension for existing accounts go to vTiger CRM -> Gear icon -> Manage Users -> Roles. Select Role and click "Save" button to update privilege settings.

9. For configuring “Color List” extension your account need have administrator privilege. Go to Vtiger CRM -> Opportunities

10. Click on Wrench icon -> Edit Workflows

11. In “Other settings” block on the left menu click “Color List”.

12. Click “Add color” button

13. Select module, fill description, choose color and click “Next” button.

14. Make condition for record, which will colored and click “Save” button.

15. As an example we have imported module “VorDOOM Color List” in our vTiger CRM 6.x demo. Log in using this credentials.

http://185.231.70.200/vt6/

login: demo

password: demo

16. Go to Opportunities. You will see green color of the record, which have “Closed won” sales stage, what we have configured through administrator account.

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Our team has enough experience in vTiger CRM to bring all your ideas according to life. Our experts will analyse your business needs and recommend you how to solve it better. And after our developers make it in your crm system.

What we do

  • Basic functional upgrade and customization
  • Migration crm to higher version
  • Migration from another crm to vTiger
  • Extensions and Modules Development
  • API integration with other software
  • 2rd, 3rd lines technical support

Send us your requirements by webform below and we will estimate it and back to you soon. Also you can send it on support@vordoom.com