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 prospect there are numerous examples available like they can build their own laptops using the company’s website. They can choose which sauce should be added and which veggies should be skipped from their sandwiches

Customization can also be used to engage your employees as it is equally effective in the case of employees too. Moreover, customizing employee related data can save you from doing unnecessary efforts. Now coming towards customizations of employee’s perspective. To give you a viewpoint that how much practice of customization is practiced in the current business culture I will give you an example, which will further strengthen your belief on this feature. Some firms are allowing their employees flexible hours and moreover, they can choose their office timings as per their requirements. They just go to firms schedule and choose the working slot which is most appropriate for them. Employers can customize the database related to their employees by keeping the important information and discarding the unnecessary details about them.

VTiger 7 Customizations as Per your Preferences

VTiger 7 allows a huge range of different customizations, but today I will talk about customizing six key areas related to a user profile. The purpose of customizing them is to make your employees feel special and secondly manage data related to their profiles as per your convenience. Just go to preference setting and edit details according to requirements. Following are the details of six key area customization related to the profile of a customer.

1. User Login and Role: Here you can change the basic information related to a contact like what is his or her primary email address which will be used to communicate about chief tasks. First and last name of the user can also be edited using this feature. Admin customization is used to take and grant administrative rights to a user. Role field is used to determine what job role a user is assigned to in a firm’s hierarchy.
2. Currency and Numbers: Currencies and numbers are an integral part of a firm. Activities like invoicing, forecasting, pricing etc. use different currencies and numbers. To cater your problems related to currencies and numbers VTiger 7 allows you to configure default currency in accordance with your requirements. You can also configure decimal separator while dealing with integers and decimals. Use the symbol placement tool to determine which currency symbol you want to place with currency and where do you want it to appear. You can also change the number of decimal places up to which the numbers will be shown. In short, it deals with all the customizable options related to currency and numbers.
3. More Information: Here you can add and edit the additional information regarding a user’s profile. Like you can add fax numbers, department, secondary email, report to, documents, internal mail composer etc. VTiger 7 CRM support 22 languages and you can use any of them for entering information into your CRM.
4. Signature: Are you tired of manually setting up signature every time you send an email? Use CK editor and design your signature which can be embedded into your emails while sending them. This signature will appear at the bottom of the email.
5. Address: Use this feature to enter and update the address of the user. You can edit the street address, country, City, postal code and state using this tool.
6. Display Picture: Upload the picture of the user and make their profile complete from every aspect possible.

The idea behind VTiger 7 preference is to manage the details regarding users of the CRM as per your convenience. These customizations features help you to maintain updated data regarding users. For example, an employee changed his residency, using this tool, you can update his new address. Make use of this brilliant feature and enhance the efficiency of your business operations.

Learn more about Setting up My Preferences in VTiger in this article.