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vtiger field calculations extension

Vtiger Field Calcuations

In some cases, you may need to perform calculations on multiple field values. Performing complex calculations is a time-consuming and hectic task. With our “ Vtiger Field Calculation Extension” you can automate the calculation tasks.

Vtiger Field Calculations

In some cases, you may need to perform calculations on multiple field values. Performing complex calculations is a time-consuming and hectic task. With our “Field Calculation Extension” you can automate the calculation tasks.

A field calculator is an extension that performs mathematical operations such as sum, multiplication, division, subtraction, average, and much more in real-time. Just add the fields and set the operator and get your results then and there. This speeds up calculation tasks by eradicating the need to use a calculator.

Our Field calculator extension is new and advanced, consisting following key features:

  • Speeds up the calculation process.
  • Give results in real-time.
  • User-friendly interface.
  • Module manager compatible.

Vtiger Field Calculation Step-by-Step Guide

Introduction

Vtiger is a powerful CRM (Customer Relationship Management) software that allows you to manage and automate various aspects of your business. One of its useful features is Field Calculation, which enables you to perform calculations and automate data entry in custom fields. This step-by-step guide will walk you through how to use Vtiger’s Field Calculation feature.

Prerequisites

Before you start using Field Calculation in Vtiger, ensure the following:

  1. Access to Vtiger: You need to have access to a Vtiger CRM account.

  2. Admin or Customization Rights: To configure Field Calculation, you should have administrator or customization rights within your Vtiger CRM.

Step 1: Log in to Vtiger

  1. Open your preferred web browser.

  2. Go to the Vtiger CRM login page.

  3. Enter your credentials (username and password) and click “Login” to access your Vtiger CRM account.

Step 2: Navigate to Module Customization

Field Calculation is a feature that allows you to customize specific modules in your CRM. Follow these steps to access Module Customization:

  1. In the Vtiger dashboard, locate and click on the “Settings” or “Cog” icon in the top-right corner of the screen.

  2. From the dropdown menu, select “CRM Settings.”

  3. In the CRM Settings page, find and click on “Module Management.”

  4. Under Module Management, click on “Module Customization.”

Step 3: Select the Module for Customization

Choose the module in which you want to create a calculated field. For example, you can create a calculated field in the “Contacts” or “Opportunities” module.

  1. Click on the module name where you want to create the calculated field.

Step 4: Create a New Field

To create a calculated field, you need to add a new field to the module. Follow these steps:

  1. In the Module Customization page, click on the “Fields” tab.

  2. Click the “Add Custom Field” button.

  3. Fill in the field details, including the field label, field name (system name), and field type. For calculated fields, choose “Formula” as the field type.

  4. Click “Save” to create the new field.

Step 5: Define the Calculation Formula

Now that you’ve created the calculated field, it’s time to define the calculation formula.

  1. Locate the newly created field in the Fields list, and click on it to open its settings.

  2. In the field settings, you will see a section for “Formula.” Enter your calculation formula here using available fields and operators. For example, you can create a formula that calculates the total revenue by multiplying the “Quantity” field with the “Price” field.

  3. Click “Save” to save the formula.

Step 6: Configure Field Mapping

After defining the formula, you need to configure the field mapping. This step links the calculated field to the relevant fields in the module.

  1. Scroll down to the “Field Mapping” section in the field settings.

  2. Map the calculated field to the relevant fields by selecting the source fields from the dropdown menus.

  3. Click “Save” to save the field mapping configuration.

Step 7: Save and Apply Changes

  1. Once you have configured the calculated field and field mapping, click “Save” to save your changes.

Step 8: Test the Calculated Field

To ensure that the calculated field works as expected, test it by creating or editing a record in the module.

  1. Navigate to the module where you added the calculated field (e.g., Contacts or Opportunities).

  2. Create a new record or edit an existing one.

  3. Enter data in the fields that you mapped in the calculation formula.

  4. Observe how the calculated field updates based on your formula.


By adding this extension to your Vtiger you can make the interface look neat and clean by removing extra fields. VtigerDEV specializes in configuring this extension with your CRM. Contact Now

So are you ready to transform your CRM?

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