vTiger 7
VTiger 7.0 GA Release & Extension Pack (Schedule, Updates & Compatibility)
May 21, 2017
Article
VTiger 7.0 GA Release VTiger 7.0 GA (Stable) has been released May 23rd, 2017. You can download it from vtiger.com or obtain latest code on git. You can find full feature list here. Here’s a VTiger 7.0 introductory/demo video which covers most of the features: https://www.youtube.com/watch?v=4jlhqKQSpP4 Extension Pack Compatibility with VTiger 7.0 Open Source Our team has been working really hard in the past few months to convert most of our extensions to be compatible with VTiger 7.0. We are excited to say, that 95% of our extensions have already been converted and are fully compatible with VTiger 7.0 open source. You can check the status of each as well as see which extensions have been discontinued for one reason or another. VTiger 7.0 Extension Pack Compatibility Chart In addition, our extension pages(on the website) have already been updated and include screenshots/videos/live demos & user guides
VTiger 7.0 Open Source Demo
May 21, 2017
Article
VTiger 7 Open Source Demo VTiger 7.0 has officially been released May 23rd, 2017. You can download the latest files from vtiger.com or code.vtiger.com. We have setup a VTiger 7.0 demo instance that has the latest vtiger stable files. VTiger 7 Demo Link: http://demo7.vtexperts.com/vtigercrm7demo/index.php VTiger 7 Demo Username: demo VTiger 7 Demo Password: demo *Note, we have disabled admin access due to security reasons. List of VTiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. And much more! For any questions – please contact us at help@vtexperts.com Thanks
Step by Step Guide to Upgrade to VTiger 7.0
May 21, 2017
Article
VTiger 7 upgrade path is very similar to earlier versions. You will need to download the patch, extract it, backup your files/db and run the VTiger 7 migration wizard. This article provides step by step instructions to upgrade to VTiger 7.0. VTiger 7 has a completely redesigned user interface and a lot of new features. If you haven’t had a chance to test drive vtiger 7 – you can play around with our demo. VTiger 7 Open Source Demo Link If you are a ‘do it yourself’ type of person and have enough knowledge about VTiger and its’ upgrade process – you should be able to do it yourself. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading VTiger to the latest version. #1: Creating Backup of
VTiger Items Details Customizer (Advanced) – Upgrading to VTiger 7.x
May 15, 2017
Article
VTiger Items Details Customizer (Advanced) is one of our most utilized extensions due to its’ powerful capabilities while customizing Item details on quote/invoice/order, adding running totals, section headers and most importantly – specifying formulas for each column or total field(s). Due to increased requests to make Item Details Customizer (Advanced) compatible with reports, filters & allow to import – we added such functionality. If you are using VTiger 7.x and installed our extension on 7.x – you do not need to take any additional steps – new functionality will work out of the box, however if you are upgrading from VTiger 6.x – you will need to convert item details data to work with our upgraded module, which includes latest functionality. Here are the steps you need to take to perform the update: *Note, we assume that your VTiger has already been upgraded to 7.x. Backup your files &
VTiger 7.0 RC and GA Release Schedule
March 30, 2017
Article
We’re happy to inform that Vtiger 7.0 RC and GA have been scheduled for the release. These releases include many new features and UI changes. Click here to see our extension pack upgrade schedule and status. Release Schedule: RC (Validation) – April 10, 2017 GA – Released May 23rd, 2017. List of Vtiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. Once released – we’ll provide demo link. Thanks
Benefits Of QuickBooks (Desktop) Integration With VTiger
February 8, 2017
Article
The current business environment is becoming more competitive with every passing day, but on the other side if we observe most of the new ventures fail to perform operations and go bankrupt even in the first six months of their inauguration. There are multiple reasons behind these failures and some of the prominent explanations to this phenomena include lack of funds, unprofessional behavior, limited resources etc. When we look at the performance of small scale business firms the biggest hurdle they face is limited resources, even with great planning they fail to achieve the desired results because of fund restriction. But the smart professionals incorporate solutions which are cost effective and tweak them as per their needs to get high results. One of such cost-effective tool from which small scale business are benefiting at a large scale is QuickBooks Desktop. Statistics show that 8 out of 10 new businesses
VTiger Sales Insights
February 6, 2017
Article
A group of different departments works together on a single client in order to yield profit. In order to make a valued client happy, right from the start when the process of initiating the customer takes place to the provision of after sales service to the client a number of different people who belong to different departments put their endless efforts. Out of all the departments (sales, marketing, human resource, accounts etc), Sales is the department who needs special care as they carry the most burden in whole process of satisfying the customer. Managing this department is a job which requires extensive efforts and deep insights regarding the performance of the whole team. Sales rep is the unit of this department and they play one of the most important role and that is engaging the customer and providing them with what they need. You don’t close a sale, you
VTiger’s Appointment Pages
January 20, 2017
Article
Doing business is far more complex than what is seems from the surface, sometimes a small mistake can cause huge loss and sometimes a little tweak in the operations can earn fortunes for the firms. Every business activity is important and little negligence can prove to be disastrous, it is commonly observed that firms take some small tasks for granted because of which they not only bear financial loss but their market value also gets hurt. Business operations in which carelessness is commonly observed include scheduling a meeting, sending feedback, unprofessional emails and many more. Imagine yourself leading an organization, do you want an unprofessional organized meeting to hurt the reputation of your business? The answer is very simple NO Now coming towards the hassle which people commonly face while scheduling a meeting and how they impact your firm’s reputation in a negative manner. Assume that you are a
“Tags” In VTiger
January 17, 2017
Article
Data plays an integral role in the success of business firms, organizations with low-end data often face serious problems in progression and sometimes are outperformed by the firms which do not possess half of the resources in comparison to them. We are producing data more than ever and even the small scales business firms also take data collection into account and analyze it with state of the art techniques to gain quality results out of it. Data is equally important for improving external operations and internal performance of the organization, but with the changing business culture, the pace of data collection and data processing is also increasing. Now a day’s most of the firm’s decisions are backed by proper data analysis. According to a research each manager spends more than two hours daily in obtaining new data and then spend further time to refine it and collect meaningful information out
Basic To Advance Uses Of VTiger Calendar
January 13, 2017
Article
Planning is an important part of business, firms spend a huge chunk of their resources on planning just to make sure incoming season they perform better as compared to the previous seasons. Scheduling is an important part of the planning and a number of different tools are used for this purpose. One of such tools is the calendar, it is one of those few instruments which are most widely used in business operations. The benefits of a well-designed calendar are beyond measurement. To ordinary people, the application of calendar is just to remember dates, but for business professionals it is a handy assistance using which they keep track of stock delivery, meeting with a client, meeting deadlines, services, and product launch dates etc. If we analyze the habits of successful professionals it is not hard to observe that they use calendars to manage their schedules and take advantage of it
Uses Of VTiger Email Template Designer
January 11, 2017
Article
Communication is the heart of current business environment if we take a thorough look at all the procedural advancements from the past two decades, it is not hard to notice most of them involve an improved communication process. Firms started to use multiple tools to better the communication process up to the extent that to some firms their enhanced communication system turned into the competitive advantage. Current business culture provides a long list of diversified yet efficient communication tools, different tools offer different levels of benefits to a single firm. For example, for some firms text messages prove to be the best communication device, while for some video calls acts as the most efficient communication device. But there is one tool which is equally popular in all types of firms and the name of that communication instrument is E-Mail short for Electronic Mail. “91% of the consumers check their emails
The Mobile App VTiger 360 Makes Business Smarter
January 10, 2017
Article
Cell phone is a very handy innovation of past decade, at start cell phones were bulky and were very hard to carry around. But with the advancements in technology they became smaller in size and their functionality kept on increasing at a rapid rate. At first, mobile phones were used to make calls and send SMS only, but with the passage of time it took spot of many other handy gadgets like cameras, alarm clock, calculator etc. The mobile phone is a multipurpose device whose functionality has crossed traditional usage long ago. When we talk about multipurpose nature of mobile phones what comes in your mind when you think about its professional application? The answer is the usage of a mobile phone in carrying out business operations. Cell phones are vastly used in the field of business from sending emails to the clients regarding their queries to tracking the shipment
Benefits Of Integrating QuickBooks And VTiger
January 6, 2017
Article
While doing business you interact with a number of different parties which act as a different stakeholder and directly or indirectly offer something to our business in return of some benefits. When a business is interacting with a range of diverse people in order to cater them all firm has to perform different activities and one of such activity is managing financial and accounting side of the business. Payrolls play an important function in every business, using this tool you have to develop schematic according to which you pay to your employees and it is one of the most prominent function that your human resource department performs. Furthermore, another function which requires an immense amount of effort is invoicing (charging customers), it is an area where business faces serious struggle. In the current business environment, a number of different software is offered by diverse developers to provide you a better
Useful Insights Of Magento Carts In VTiger
January 5, 2017
Article
Once there was a time when if you told your friends that you are going to buy to purchase a jacket online using the internet, they would have considered you as a fool and made fun of you, labeled you some kind of a lunatic. But now online shopping is a practice which changed the whole face of the world economy, in fact, because of an online sale and purchases the term of E-economy is introduced. The reason behind the success of online shopping is its benefits it can offer to the customers. Using the internet for purchasing products save you from the hassle of physically going to the markets, moreover, the range of variety that is available in e-markets is far greater as compared to the traditional stores. On the seller’s end it helps them to reduce their costs as there is no need to rent out or purchase
Outlook And VTiger Data Synchronization
January 3, 2017
Article
The current business environment is very much dependent on technological advancements, with every new morning a new tool is offered to the business community to enhance their operations and the only factor behind these discoveries is the rapid growth of the technological sector. One such tool offered by the technological advancements is electronic mail a.k.a. e-mails. It is equally beneficial for personal and organizational use. When we look at organizations email has evolved from a communication tool to management tool. As in the past, the only purpose of the email was to communicate, but now firms use it in different innovative methods as a managing tool. Now question is that how important emails are to us? To answer this question, I would like to state some facts i.e. If you want to create an account on a social network you need an email, if you want to register for any
Importance Of Electronic Signing And Integration Of DocuSign And VTiger
December 30, 2016
Article
Sometimes only because you forgot signatures, huge opportunities are missed. For example, you need a signature from the client at three different spots, but he or she missed one spot or the signature made by the client is not according to the standards, etc. Imagine your firm is forming a partnership with another organization and you are acting as a representative of your firm. If you need a document to be signed by the other firm’s representative the normal procedures involve that you will send that document to your partner via traditional mail and get it signed or another option is to send him a fax and get a manual sign on the document. All these traditional methods take too much time, which can be invested in some other organizational building activities. The solution to this problem is Electronic signing, this is a much-needed state of the art high-tech solution
Reports In VTiger
December 29, 2016
Article
With the change in the business environment, the process of developing and presenting reports is also advancing at a rapid speed. About two and a half decades ago, hand written reports were used to communicate with the stakeholders of the business firms about the progress of a company. Now reports are developed and presented using assistance from the modern day technology and Microsoft word usage is one of the biggest examples of integrating computers in report developing. Another aspect in which the progression regarding the reports can be witnessed, is their transparency and speed of delivery. Every single business firm working in current business culture is pressed to show significant improvements in their reporting systems. The reason behind giving so much priority to business documents and reports is that they show the face of the firm to the concerned people and through them, specific information about the organization is exposed.
Importance Of MailChimp And VTiger Integration
December 29, 2016
Article
Emails are essential for business firms as they fulfill a range of different purposes. Traditionally, companies used emails only as a communication medium and incorporate in in their business as a means of sending and receiving reports. But from last three decades organizations are using it for performing different functions and one of the most popular activities for which emails are being used currently is to market products and services. Some people argue that usage of social media for marketing purposes will take over the email marketing. But, most of the business professionals deny this opinion and show their support towards email marketing. No matter how old it gets, Email marketing will still be relevant – Paras Arora Using emails to market your product and services comes with a long list of advantages like extended reach to target audience, low-cost mode of communication etc. Just to give you a
Uses Of VTiger Project Management App
December 22, 2016
Article
“First, have a definite, clear practical ideal; a goal, an objective. Second, have the necessary means to achieve your ends; wisdom, money, materials, and methods. Third, adjust all your means to that end.” – Aristotle The above mentioned is a famous saying of one of the most influential people in the history. If we consider this saying from the spectrum of modern business practices, it is not hard to notice that modern project management shows a glimpse of it. Planned activities always show more accuracy and enhanced result as compared to random and unplanned business operations. Project management is a concept which from its emergence up to now is showing a constant increase in popularity. More and more business firms are making use of it to improve and enhance their operations. So the question arises what is project management? In business terms, it is the art of managing projects and
Introduction To VTiger Proposal And Document Designer
December 21, 2016
Article
Documents are important part of business culture, the benefits they yield are countless. The nature of business documents is different from ordinary documents. Business documents are not just a mere piece of writing, in fact they gave a glimpse of the business firm. These documents tell the story of business, where it comes from, what are its future intentions and how determined the firm is in attaining its goals. Contracts which you form with other parties are not just mere documents actually, they are opportunity windows which act as a gateway through which you can expand operations of your firm to a whole next level. So, do you want to design these contracts like ordinary documents? Obviously, your answer will be NO! Most of the communication you do with your customers, suppliers, logistics etc. involves more documentation as compared to the physical interaction. So these stakeholders judge your professionalism by
Advantages Of VTiger & Thunderbird Integration
December 20, 2016
Article
Emails are an important part of business operations and no one can question their significance. They are equally famous among individuals and businesses. Personally, we use emails for communicating with others. With the passage of time significant evolution can be seen in emails. Like when it started, you could only send a written message using email. Now email is equipped with features like CC, attachment and filtering etc. Due to such development in emails. Same is the case with the purpose of emails, initially the only reason of sending emails was to communicate with individuals, but now firms are using it as one of the most effective marketing tools. Following are some facts related to email to make you aware of its significance: There are 4.6 billion email accounts created worldwide Daily 212 billion emails are sent and received related to business purposes Business-related emails sent and received by a
“My Preferences” Section In VTiger
December 16, 2016
Article
Capturing new customers and retaining old once is one of the biggest hurdles faced by business firms in the current business environment. Firms are becoming more and more competitive and they use the element of innovation to distinguish their products from their rivals. Companies are using a diverse range of innovative strategies to market their products one of such strategy is to allow customization as per the client’s preferences. The first and foremost benefit of allowing customization according to customers or users preferences are to create a sense of care. Secondly, it creates a sense of involvement among customers and employees of the firm. When they are allowed to change and alter things in accordance to their will they feel that firms do not treat them as an employee only, in fact, they feel like a family where their opinions are given preference. When we look at customization from customer’s
Email Data Syncing Extensions For VTiger
December 14, 2016
Article
Communication is the soul of the current business environment, firms which excel in communication can interact with stakeholders more efficiently, thus they enjoy greater profits as compared to the firms whose communication process is ineffective. With the passage of time companies are introduced to more and more new tools which assist in making the process of communication effective. The list of such tools contains chatrooms, instant messages, discussion forums, blogs, video conferencing etc. But, the tool which has a most impact both in terms of professions purposes and personal purposes is electronic mail. Due to its adaptability to the situations emails are equally famous among business organizations and individuals. When we look at the business culture emails are used by the executives like CEO of the company to the clerical staff also make use of them for communication purposes. No matter a staff member is working for the organization from
Features And Benefits Of VTiger’s Subscription Module
December 13, 2016
Article
When we ask about what are the most important elements of a business firm from market experts, Product, promotion and marketing are the most common answers you will hear. Today I will like to highlight another very important element of a business firm which is billing. If your customers are not happy with billing facilities and terms of payment, then eventually they will switch to your competitors. Usually, criteria which customers use to evaluate the billing procedures of a company contains fairness of billing, checking the history of payments and ease of making payments. If these elements are missing from your billing methodologies then expect a poor customer response both in terms of your product usage and feedback. We live in a digital world; business firms are customizing their operations in order to cater their customers in more effective manner. Same is the case with billing plans, some customers want
VTiger And Twilio Integration Explained
December 12, 2016
Article
The mobile phone is an invention which changed the face of communication process, it became an integral part of routine life and it is used by millions of people for interacting with each other around the globe. Mobile phones eliminate the concept of location and distance from the communication process. The invention of Smartphones completely changed the face of the game, the features smartphones offer very diverse yet very effective. You can check and reply to the emails using smartphones, you can even attach files and send them. You can also use applications like WhatsApp Viber to send files and photographs. In short, the usage of the mobile phone became very extensive with the emergence of smartphones. The efficiency of mobile phones is not limited to the casual use only, it is one of the most potent tools when it comes to its usage in the business environment. When we