http://www.bbc.co.uk/news/technology-22152296

To change your login username, you will have to create a new username then transfer all of your posts to that username. Don’t worry; it’s an easy change.

• Login to your WordPress website/blog and go to Users.
• Click Add New
• Choose a User Name (preferable using Upper/lowercase like ‘Tom_Bradley’)
• Create a strong Password and set Role to ‘Administrator’ (Note, you will have to use a different email address to your current ‘admin’ email)
• Click ‘Add New User’ button
• Log out

Now log back in using your new username.

• Go to User menu
• Point to admin user (You will see options to Edit | Delete)
• Click Delete
• Select “Attribute all posts and links to” then select your new username from the dropdown — THIS IS CRITICAL otherwise you will end up deleting all your posts
• Click ‘Confirm Deletion’
• All your posts will now be allocated to the new username

Note: Now that you have deleted the ‘admin’ user, you can change your email address (assigned to your new username’ back to your original email address. This is desirable if you have your ‘Gravatar’ profile assigned to a specific email address.

That’s it! Your WordPress website will now be much more secure.

The Report Writer can be found on the Analytics menu and comes with a series of preset reports across many of the modules. The report writer can generate reports from almost every module and can pull information from all related modules. The reports can also filter information and present it in Tabular or Summary formats. To demonstrate how a report can be constructed, let’s create a simple single module report utilizing the Contacts module.

From the Reports module, click on the + icon to create a new report.

• Select module Contacts and click Create
• Enter a Report Name: Contact Report Washington
• Enter a Description: all contacts in Washington State, Assigned to Northwest Group

Click Next

• You are then presented with the opportunity to select a Related Module. This allows you to pull data from any modules associated with your primary report module. For the purposes of this exercise, we won’t select a Related Module.

Click Next

• You are now given the option of Tabular or Summary Report. As we want to summarize by City, choose Summary Report

Click Next

• From the Available Fields select the fields you wish to include in your report. (Note: you can select multiple fields at the same time by holding down the CTRL or SHIFT keys while selecting) Once you have the fields selected, click the [Add>] button between the columns. (Note: You can change the order of the fields by selecting a field then clicking the up or down arrow icons.

Click Next

• As this is a Summary Report, we now select the fields we wish to Summarize by. On this report I’ll Summarize by Mailing City, then by Assigned to. If you have numeric fields in your report, you can now choose which fields you wish to Calculate on. You can choose Sum, Average, Lowest Value, Largest Value.

Click Next

• Now we choose filters to streamline our report; to include only the information we require. From the Advanced Filters let’s choose Mailing State – Equals – WA

We can then add New Conditions utilizing the Boolean operators AND /OR

• Next Condition will be Assigned to – Equals – Northwest (Note: assigned to can be an User or a Group)
• Select the ‘AND’ operator. So your report will only include data where State = WA ‘AND’ Records are Assigned to ‘Northwest’ Group.

Click Next

• The next option allows you to share the report publically, with selected groups or users, or to keep the report private. Select Public

Click Next

• You can schedule to report to run automatically at preset intervals. These reports can be emailed directly to users or groups in PDF or Excel formats (or both). For this exercise we’ll skip scheduling the report.

Click Finish

The completed reports displays but can also be saved as a PDF or Excel file, or printed.

PDFMaker is an add on module to Vtiger available from IT Solutions 4 You (http://www.its4you.sk/en/pdf-maker.html). The module is available in 3 versions:

1. Free
2. Basic (30 Euros)
3. Professional (70 Euros)

The Free version allows you to create customized Quotes, Sales Orders, Purchase Orders and Invoices but only allows for 1 template. Although still very useful and powerful, the free version is limited but does give a feel for what it possible with paid versions.

The Basic version unlocks many more features but also allows for unlimited templates, duplication of templates and much more configuration within the templates. Although it allows for multiple templates, these templates can only be created within the Quotes, Sales Orders, Purchase Orders and Invoice modules. However, all related modules are accessible to the templates (such as Contacts and Organizations) from within those templates.

The Professional version opens up access to all modules and relationships between those modules, so instead of being restricted to the Quotes, Sales Orders, Purchase Orders and Invoice modules, you can create templates, forms, brochures or whatever else may appeal to you in all of the 20 plus modules.

Possible uses are:

• Multiple invoice formats
• Job Sheets
• Warranties and Guarantees
• Personalized Product Profiles
• Personalized Biographies
• Auto Completing Inquiry Forms

There really is no limit to what can be achieved with PDFMaker for vTigerCRM.

All versions of PDFMaker allow you to create and save PDF files or create and email PDF files. You can compare features between the versions at the following address: http://www.its4you.sk/en-pdfmaker/pdfmaker-compare.html

Mass Edit is available in all modules.

A typical example of where you might like to use Mass Edit would be where a representative or support person moves on and you wish to reassign the accounts/customers to your new person.

To do this you would run a search for your old rep/support person. This would present you with a list of all those records assigned to them. You would then select all records (click in top selection checkbox, and then if the number if records exceeds a page full, click on ‘Select All xxx records in Contacts (or Accounts/Organizations)’).

Once selected, click on the Mass Edit button. You’ll notice that vTiger separates the fields by the section blocks, so that in Contacts for example, you have the main sections as follows:

• Contact Information
• Custom Information (plus any addition Custom Blocks you may have added)
• Customer Portal Information
• Address Information
• Description Information

You can select the fields you wish to update by clicking the field checkbox, then entering the new information. In the case of reassigning a record to a new User or Group, you will select the name from the dropdown list.

Once you have all of the changes in place, click the Save button and all the relevant fields will be updated.

Accounts/Organizations get ‘account numbers’; Contacts get ‘contact numbers’ and Quotes, Sales Orders, Purchase Orders etc., get unique sequenced numbers too.

By default, vTiger will assign an alphanumeric number sequence beginning with the first 3 letters of the module name followed by a number starting with ‘1’. This sequence can however be changed to accommodate your own numbering system. To do this you should visit the vTigerCRM ‘ Settings’.

Note: to access settings, you must be logged in with ‘Administrator’ privileges.

Scroll down to the ‘Other Settings’ section where you’ll find:

Customize Record Numbering

Module Entity Number customization

Once in the Customize Record Numbering section, click the ‘Select Module’ dropdown and:

• Select the desired module (eg. Invoice).
• Enter the User Prefix (eg. My Company) .
• Enter the Start Sequence (eg. 1001).

Click Save and your invoices will feature an invoice numbering sequence commencing:

• ‘My Company 1001’.

You can follow the exact same process to create numbering sequences for all other modules.

You are given the option to pull the address details from the ‘parent’ company or enter new details. This hierarchy can continue through multiple levels so that subsidiary or child records can include subsidiary records themselves.

Once a hierarchy is in place, you can quickly view the hierarchy from any of the records by clicking the ‘Show Account Hierarchy’ link in the actions box to the right of the page. This will display links to those companies higher and lower in the chain.

The Recycle Bin can be accessed from the Tools menu. It allows you to select the desired module then displays any or all records that have been ‘deleted’. From there you can Restore records individually or en-masse.

If you truly did mean to delete the record ‘permanently’ you can Empty the Recycle Bin.

The profile controls what a user can see or do within vTiger. It control whether a user can edit or create, view or delete. I can do this at both module and record level.

To access and update a ‘Profile’, go to Settings/Profiles; from where you can create a New Profile or edit an existing profile. You’ll see that it presents a table listing all of the available Modules. From here you can Rename a Profile or Edit a Profile.

Editing a Profile presents all of the Modules with options, by checking or unchecking the checkboxes, to make the module available and content editable, viewable or deletable. By clicking on the individual module Expand/Collapse buttons, you can make Fields available or unavailable. So for example, if you were including personal information such as Social Security Numbers that should only be available to certain personnel, you can remove the SSN field from all other Profiles by simple unchecking that field. Editing the Module also allows or disallows certain tools such as importing and exporting records to and from that Module as well as merging and deduplicating.

The vTiger CRM roles and profiles management options insure that every user of the system only sees what they are supposed to see and do what they are supposed to do.

In order to use the cformsII plugin, you will have to make some small changes the Webforms.config.php file which is located in the modules/Webforms folder.

The first few lines look something like this:

$enableAppKeyValidation = false;

$defaultUserName = ‘admin’;

$defaultUserAccessKey = ‘a23xTkju7F7vTepD’;

$defaultOwner = ‘admin’;

$successURL = ‘ ‘;

$failureURL = ‘ ‘;

From the My Preferences in vTiger, you should copy your Access Key from the User Advanced Options and update the $defaultUserAccessKey in the Webforms.config.php with your Access Key. You should also change the $defaultUserName to your user name.

You should also update the success and failure URLs so that the form redirects your visitors to the correct result pages.

Your new file should look something like:

$enableAppKeyValidation = false;

$defaultUserName = ‘chrisely’;

$defaultUserAccessKey = ‘p98nYide6Q4sKgmI’;

$defaultOwner = ‘chrisely’;

$successURL = ‘http://www.mydomain.com/thank-you‘;

$failureURL = ‘http://www.mydomain.com/oops-you-made-an-error‘;

From WordPress you should install the cformsII plugin and create the form. Then open the

‘Core Form Admin / Email Options’ section of the form and:

• check the ‘Disable multipart/form-data enctype , e.g. to enable salesforce.com’ check box
• check the ‘Use custom input field NAMES & ID’s’ checkbox

From the Send Form Data section, check the ‘Enable alternative form action!’ and then enter the URL for the ‘post.php’ file in the Webforms folder, for example:

• http://www.mydomain.com/modules/Webforms/post.php

On the form itself, you can label the fields however you like but you will need to follow the label with the vTiger field ID, eg.:

• Last Name[id:lastname].

You will also need to specify the Leads module name in the form with a hidden field eg.:

• moduleName|Leads|

Using the cformsII plugin in WordPress and linking to vTiger CRM you can create a variety of great looking forms and avoid ever having to re-enter lead information.

You can download the plugin from the vTiger CRM Open Source Downloads page at:

https://www.vtiger.com/crm/open-source-downloads/

Once downloaded and installed, you’ll find a new vTiger menu on the Word [Add-Ins] tab.

You’ll need to configure the plugin to access your vTiger CRM system. So from the vTiger menu in Word, click on [Configuration].

You’ll be asked to enter your:

• vTiger user name:
• vTiger password:
• URL of your vTiger installation. (eg. http://www.myvtiger.mydomain.com)

Once logged in you’ll see an extra item on the vTiger CRM menu: [Insert Merge Field]

Now you can create a document that will link directly with your vTiger database.

When selecting your merge fields remember you can select multiple fields at the same time by holding SHIFT or CTRL key while selecting the required fields.

The following shows what the merge fields look like:

«CONTACT_FIRSTNAME» «CONTACT_LASTNAME»

«CONTACT_MAILINGSTREET»

«CONTACT_MAILINGCITY» «CONTACT_MAILINGSTATE» «CONTACT_MAILINGZIP»

Once you have completed your merge document, save it as a .doc (note. Do not save in .docx format)

Next step is to upload the merge document to vTiger CRM.

From within vTiger click on Settings/Mail Merge then click [Add Template]

Click on [Choose File] then browse to the file you created. Click [Open] to upload file. Give the file a description, then select which module you wish to link to (Leads, Accounts, Contacts, Trouble Tickets).

Click [Save]

Once the template is loaded into vTiger CRM it’s a simple process to merge individual or bulk documents.

To merge an individual document, select a lead, account, contact or trouble ticket then from the dropdown just below the Actions list (right side of screen) select template to Mail Merge.

Click [Merge]

Your copy of Word will now open the Merge document and all fields will display the field information from vTiger.

To merge a number of records, select desired module in ‘List View’, then select the desired records. You can do this by checking the boxes of a number of individual records or filtering a set of records and selecting All Records.

At the bottom of the List View page you’ll see a dropdown ‘Select template to Mail Merge:’ where you can select your Merge Template. Once selected, click [Merge]. This will create the merge document in Word with as many merged pages as the number of selected records.