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.
Using this vTiger extensions you can create a lot of different colors in CRM. The colors works in related lists too.
- 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)
1. Go to Vtiger CRM Menu -> Settings -> CRM Settings
2. In Settings Shortcuts block select Modules
3. Click Import Module from Zip button in right corner.
4. Check I accept with disclaimer and would like to proceed
5. Click Select from My Computer button and choose VDColorList zip archive from your computer
6. Click Import button at the bottom of the page
7. Wait information that you have downloaded module VDColorList.
8. Click Import now button
9. Wait information that module VorDOOM Color List 2.0 has been imported successfully.
10. For existing accounts without administrator privilege new extension may be not available because of role privileges. To make available new extension for existing accounts we will update privilege settings for existing users. Go to Vtiger CRM Menu -> Settings -> CRM Settings (р. 1 of instruction).
11. Go to User management -> Roles.
12. Select role
13. Without any changes click "Save" button to update privilege settings. Make this actions for all roles.
14. For configuring “Color List” extension your account need have administrator privilege. Go to Vtiger CRM Menu -> Settings -> CRM Settings (p. 1 of instruction)
15. Go to Other Settings -> Color List
16. Will opens "Color list" module's setting page. Click “Add color” button.
17. In Basic Color details select module, fill description, choose color.
18. Make condition for record, which will be colored and click “Save” button.
19. You will see saved record in “Color List” module page.
20. As an example we have imported module “VorDOOM Color List” in our vTiger CRM 7.x demo. Log in using this credentials.
21. Go to Vtiger CRM Menu -> Sales -> Opportunities
22. You will see green color of the record, which have “Closed won” sales stage, what we have configured by “Color List” module through administrator account.
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