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vTiger Custom Fields

vTiger CRM features some 25 editable modules and each of these modules has a set of predefined fields; which are designed to accommodate most user requirements. For example, the Contacts module includes such fields as: First Name, Last Name, Phone and Fax Numbers, Email Address, Title and so on.

However, vTiger also allows for adding custom fields to any of these modules.

You might like to add a field for a license number, start and end date of a support contract or want to add a field that calculates the margin of profit based on the update of other fields. All of this is possible with vTiger.

The types of field that can be included are:

• Text
• Number
• Percent
• Currency
• Date
• Email
• Phone
• Picklist
• URL
• Text Area
• Multi Select Combo-Box
• Skype
• Time

You can assign formulas and workflows to any compatible fields for auto updates and calculations.

Custom fields can be added to existing module sections (Blocks), or you can create new sections. The field order is adjustable so you can place your new custom fields wherever you want to see them on screen.

To update custom fields, you must have administrator rights. Custom fields are accessible from the Settings/Module Manager, then select required module.

Several of my clients have tried to develop a database system using products like Access, Framemaker, Outlook and so on, thinking they need the flexibility of an open database without realizing that a product like vTiger has over 90% of everything they require already in the product… but then with a few tweaks and custom fields it can handle all of their requirements and easily surpass anything they could possible develop themselves.

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