crm
Optimizing Vtiger’s Order Management with VTExpert’s plugins
August 6, 2024
Article
Order management is a primary function of any business that is offering products or services to its clients. Order management effectiveness ensures that orders are fulfilled accurately and promptly, leading to increased customer satisfaction and repeated sales. In this article, we will check the significance of order management in CRM and how it can assist businesses in streamlining their sales processes. Moreover, we will also explore how can we optimize Vtiger’s order Management with VTExpert’s plugins Vtiger CRM and order management Vtiger CRM is a flexible CRM software that offers a wide range of functionalities to assist businesses in managing their customer relations and interactions. One of the highlights of Vtiger CRM is its order management capability. Vtiger facilitates streamlined management of sales orders and monitoring of the order fulfillment process from inception to completion. With Vtiger CRM’s order management functionality, businesses can easily create, manage, and track their sales
Link Emails to Quotes, Invoices & Orders with Corrensa
May 20, 2024
Article
The key highlight that makes Corrensa a great tool is the number of different ways in which it interacts with the Vtiger CRM system. From attaching emails to Vtiger records to creating new records in the Vtiger CRM without leaving the email interface, Corrensa is doing wonders. Corrensa’s eliminates the need to switch between multiple applications, saving you time and streamlining your workflow. Now, you can link emails to quotes, Invoices & orders with Corresna. New Feature: Link Emails to the Quotes, Invoices and Sales Order Prepare to witness a remarkable convergence of email efficiency and VTiger CRM prowess with Corrensa’s new feature, that allows you to link emails to Quotes, Invoices and Sales Orders. Through this feature you can link the emails to the relevant Quotes, Invoices, and Sales orders without Benefits of linking emails to invoices, quotes, and Sales order Linking emails to quotes, sales orders, and invoices
Vtiger CRM 8.0.0 has been Released
September 20, 2023
Article
In the ever-evolving landscape of CRM solutions, Vtiger CRM took a significant step forward with the release of Vtiger version 8.0. This update includes stable support for PHP 8.x (PHP 8.2), MYSQL 8.X and Maria DB 10.x Following are the key highlights of Vtiger 8.0.0 Added Composer support for PHP server dependency. Upgraded libraries to achieve better security compliance. Maintenance fixes and MRs Official Announcement You can find the official announcement here: Vtiger CRM 8.0.0 GA Release Download Vtiger 8.0.0 Download the Vtiger 8.0.0 from here: Download Link Vtiger 8.0.0 & VTExperts 1. VTExperts Extension Pack Considering the release of Vtiger 8.0.0, VTExperts is actively working towards ensuring that all extensions previously compatible with Vtiger 7.x are promptly fine-tuned and made fully compatible with Vtiger 8.0.0 2. Migrating to Vtiger CRM 8.0.0 VTExperts offers a seamless CRM upgrade service that ensures a hassle-free transition to Vtiger 8.0.0. Our team of experts will
Optimize Vtiger scheduling with VTExpert’s tools
June 1, 2023
Article
Maintaining an organized schedule and appointments is crucial for running a business smoothly. One effective way of doing this is by using Customer Relationship Management (CRM) software such as Vtiger. However, to get the most out of Vtiger’s scheduling features, sometimes additional scheduling tools may be necessary. VTExperts developed various extensions that extend or enhance Vtiger’s calendar features. In this article, we will look at how can you optimize Vtiger scheduling with VTExpert’s tools Vtiger Calendar Vtiger offers several calendar and scheduling features that help businesses manage their time efficiently and optimize their operations. Here are some of the crucial calendar and scheduling features offered by Vtiger Shared Calendar: Vtiger provides a shared calendar, which can be accessed by multiple users in an organization. This feature can help businesses avoid scheduling conflicts and ensure that everyone is on the same page. Recurring events: Vtiger calendar also allows users to create
Enhance Vtiger’s productivity with VTExperts
April 17, 2023
Article
Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to
Streamline communication with VTExperts Email template designer
March 7, 2023
Article
Using the email templates user can present the data, the way you want, It also allows users to customize the emails as per their requirements while keeping the amount of work and effort put to build it to a minimum. Without a doubt, email templates are an incredibly powerful digital tool. They save time and effort, and moreover increase consistency and accuracy. In addition to this, email templates can be used for a wide range of purposes, from sending out regular newsletters to email campaigns for launching a new product. In this article, we will explore the versatility of email templates and how can you streamline communication with VTExperts Email template designer Advantages of using email templates Here are some prominent advantages of using email templates The standout advantage among others is the customizability of email templates, which proves to be a powerful tool. In a world where people receive countless
How to install Vtiger CRM
December 21, 2022
Article
In this guide, we will check how to install vTiger CRM system (Open Source) on Debian 11 server. We will be using LAMP Stack for the installation. For installing the vTiger CRM system (Open source) you need to fulfill the following specs Linux server Debian 11 A user with root privileges Domain name pointed to your server Step 1: Installing LAMP Stack The very first step in installing vTiger CRM system is to install the LAMP Stack on Debian server First, make sure that your Debian repository is updated by executing the following command Once done, now install some packages and LAMP Stack using the following command After the installation of LAMP Stack and some other packages, execute the following command to check the Apache2 and MariaDB status Make sure, that it shows the status of Apache2 and MariaDB as “Active” Step 2: Configuring MariaDB Server The second step encompasses
Vtiger CRM 7.5.0 has been released
December 1, 2022
Article
As per the official announcement, the much-awaited VTiger CRM 7.5.0 (open source) has been released with a number of improvements and new features. The most prominent changes to improve its functionality includes, PHP 8.x support and Mail Converter Custom actions This update caters to 45+ issues and 30+ enhancement submissions Check the official announcement here: Vtiger 7.5.0 is released Download the Vtiger 7.5.0 from here: Download Link Vtiger 7.5.0 and VTExperts services VTExperts Extension Pack compatibility with Vtiger CRM 7.5.0 Concerning the launch of Vtiger 7.5.0, VTExperts are actively trying to ensure that all the extensions that were previously compatible with Vtiger 7.x are tuned up and made fully completely with Vtiger 7.5.0 soon. Migrating to Vtiger CRM 7.5.0 We are already working on migrating to Vtiger CRM 7.5.0 for our clients. Feel free to contact us if you have any query regarding the migration to Vtiger CRM 7.5.0, as we do
VTExperts tools to help admins better manage Vtiger CRM
December 1, 2022
Article
The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system
Advantages of FAQ’s Section
November 11, 2022
Article
In the current era of development, there are several ambiguities that one needs to clarify. Perhaps, in this fast pace of the race and some natural constraints, one can not afford to get the issue sorted in a huge time frame. To avoid time constraints and increase operational efficiency, we have FAQs (Frequently Asked Questions). There is no denying the fact that the list of advantages of FAQ’s section is a long one. In the Corporate world we have different industries and so do different problems. To provide a quick solution, Companies now design a module/department that provides support. FAQs is a subdomain of this department. Issues that are usual, time-consuming and can easily be resolved, come under the FAQ. When a company provides some services, they do know what could be the possible issue that their target audience can face. How does FAQ help? To minimize the response time
Add related module records using tabular field entry in form builder
November 8, 2022
Article
VTExperts Web Form & Landing Page Builder extension allows to the creation of related module records as well. In this article, we will look at how to add related module records using tabular field entry in the form builder Example We will check the configuration and functionality of the extension by implementing the form for the below-mentioned example. The primary module is “Contacts” and the secondary module is “Child” and they have one-to-many relationship (which means 1 contact record can have multiple child records) The form will get information from the contact regarding their children, what are their names, date of birth, and any additional information. So, we will create a web form for the Contacts module and will configure it in a manner that it can also create records in the child module. Create the form Go to the form builder and click on “+ New from” button and provide the
How to Install/Setup and Configure vTiger Customer Portal Module
August 18, 2022
Article
One of the really useful features of vTiger is the Customer Portal Module. vTiger Custom Portal Module allows your contacts(customers) to login and see information such as Tickets, Invoices, Quotes, Documents, Contact & Organization information. vTiger Customer Portal modules does not come standard with the install and requires some skill to install, configure and set it up. Configure vTiger Customer Portal Module Permissions The first thing you will need to do is configure permissions. To do so, go to “CRM Settings” > “Other Settings” > “Customer Portal”. Privileges – The selected role field permissions will be applied to the Customer Portal user. For example, if you setup the Role so it can not modify specific field – the same permissions will be applied to the Customer Portal Users. Default Assignee – Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. Portal URL – The URL
How Vtiger CRM assists in Sales
August 3, 2022
Article
In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know
Google API key generation
July 6, 2022
Article
API key – An alphanumeric string that is used to connect your projects with the google billing account using the specific API or SDK. In this article we will go through the process of google API key generation. How To Create A Google API Key Follow these simple steps in order to create a Google API Key: Go to https://console.developers.google.com/apis/credentials?project=primordial-will-248203&supportedpurview=project Click “Select a Project” It will open a Pop up, click “New Project” You’ll be directed to “New Project” creation page. Fill in the required info in the available fields: Project Name: Set your project’s name. Clicking “EDIT” will allow you to change Project ID which can’t be changed after. Organization: It will automatically select the organization according to your email. Location: You can choose another organization from the list if there exist multiple of those. Click “Create” to complete creating the new Project. Select API Type And Activate API
Configuring ShareX to take screenshots & screen recording
March 4, 2022
Article
Using screenshots and short videos you can better communicate the issue to us and it is much easier for us to understand the issue in this manner. You can take screenshots and record videos using ShareX and then send it to us via email Download link: ShareX Downloading and installing ShareX 1. Download the ShareX from the link provided above, once done install it 2. Once installed, you can access the ShareX from the taskbar. Right click on the ShareX icon to open the ShareX control panel Taking Screenshots using ShareX Kindly check the following procedure using which you can take the screenshots Go to ShareX > Capture Choose the appropriate option according to you needs (e.g. if you want to take the full window screenshot then select Fullscreen) Once you take the screenshot it will start appearing in the ShareX control panel and using it you can access the
Calculate birthday and send email in Vtiger 7.4
January 11, 2022
Article
VTiger 7.4 introduced some new email actions functions, one of them is substring. Using the substring function, now user can calculate birthday and send email in Vtiger 7.4 using workflow. Let’s take a look at how user can calculate a records birthday and send an automated email with birthday wishes to that client. In order to do so, first you have to create three more fields in addition to the default Birthday field 1- Date of birth: This fields shows the actual date of birth of the contact 2- Today – Month Date: You have to create a text type field, that will show current month and todays date 3. Birthday – Month Date: You have to create a text type field, that will show the birthday month and date 4. Is birthday today: This is a text field, whose value will be either “Yes” or “No” depending if its
Guide to upgrade to Vtiger 7.4
September 30, 2021
Article
As, we all know the Vtiger 7.4 GA is released and migrating to it quite similar to the previous Vtiger versions. First of all, download the patch file from the official website and extract it. Make sure to create a back up of the files/database and then run the migrating wizard. In this article we will going to see, how can a user migrate to Vtiger 7.4 from Vtiger 7.3? Note: You cannot upgrade VTiger CRM directly from version 7.2 to 7.4. You have to follow the upgradation path 7.2 > 7.3 > 7.4 We will only advise you to carry out the process of migration, if you have good enough knowledge regarding how the migration process takes place. In case, you want to avoid all types of risk and want a complete, up and running migration, then do not hesitate to contact us. We have an experienced team of
Vtiger CRM dashboard and its uses
September 30, 2021
Article
While choosing a CRM system, one of the most looked feature is dashboard. The dashboard is used to provide a quick picture of updates. For example, sales activity, support ticket responded, key performance indicators etc. Talking about the CRM dashboards, the things that comes to the mind are graphs, charts, reports etc. as they are the key components of any dashboard. What makes dashboards a good tool, is the ability to customize them extensively. This allows users to highlight only those metrics that are most used or searched most. Dashboards also allows to track the progress on different aspects of the business. Viger CRM also provides dashboard, which can be used to achieve the motives discussed earlier. In this article, we will look at Vtiger CRM dashboard and its uses. Elements of Dashboards Lets start with what elements should be included in the CRM dashboard. Following are some of the
Reminder and notification in VTiger CRM
September 30, 2021
Article
Automated reminders helps a business in multiple ways. Using it properly can yield a vast range of benefits, ranging from increase in revenue to the timely solution provided to the customers. Automated process will show you the reminders for any kind of call, interview, meeting, appointment etc. So you can not miss a single activity planned for the day. As most of the organizations are using some kind of CRM system, so mostly CRM systems comes with built in reminder functionalities. Reminder and notification in VTiger CRM can also help to avoid forgetting about upcoming tasks and events. With every passing day the business environment is becoming more and more dynamic. The exposure to the information is also growing at a rapid rate, resulting in the increased workload for the employees. Under the immense pressure of work, it is not unusual that once forgets about some of his tasks.. Reminder
Importance of a good search tool
July 31, 2021
Article
Search tool provides a long list of benefits, ranging from smooth user experience to navigate to the different pages easily. It is a must have for all the CRM systems out there. As it is considered to be the most vital feature for a CRM. User can find and access data located in different modules by searching the key words and phrases in the search bar. With hundred of organizations and thousands of records residing in different modules, a well configured CRM, still faces issues in searching for the right data because of the sheer amount of data present. In such situations a good search tool can help your users to navigate to the right data. In this article we will look at the Importance of a good search tool A good search tool not only saves the time for the users but also enhances the user experience. If you
Advantages of using Google maps in Vtiger
July 31, 2021
Article
It is demand of current business environment that the products and packages should be sent to the destination without any delays. Now, customers do not wait for days to get their packages delivered. Instead they will start looking for some other vendor, who can deliver the product faster. So, the companies are making their processes of geographically locating their customers more and more streamline. That is why, it is very common to see the use of google maps in the crm systems. Google maps integrated into the CRM helps in removing the uncertainties, when it comes to the locating of the opportunities and contacts geographically. The list of advantages of using google maps in Vtiger is a long one. But the benefits it can yield for the sales and marketing teams are worth mentioning Advantages of Google maps Improved Marketing strategies: Plan your marketing strategies based on geographical locations
Why Businesses are Adapting CRM
June 18, 2021
Article
The usability and benefits of a CRM system cannot be denied. It helps the growing organizations to manage their resources and time more accurately, that is why more and more firms are adopting CRM systems. Now, people are more aware of the wonders that technology can do. This sets the ground to adapt CRM systems, as it is a beneficial decision regardless of the type of business. In this article we will look at why businesses are adapting CRM and what makes the VTiger CRM system a solution that you need. The very first question that arises in the mind of the users is “how adapting a CRM system is beneficial for them?” In answer to this question, following are some reasons that will help you to understand the need of a CRM system Centralized data hub: Using the CRM, users can keep their data at one place. That makes
Office365 Outgoing Server Sends Special Characters
June 17, 2021
Article
It is observed that sometimes when an email is sent using Office365 outgoing server in VTiger 7 CRM it replaces some of the alphabets or umlauts with special characters in the email. In this article we will show you how to tackle the problem of Office 365 showing special characters in VTiger Note: To see the Office 365 outgoing server settings, kindly check “How to Configure Outgoing Server in VTiger” link For example The email that is received to the user is showing additional special characters that were never included into the email This error is caused by the core Vtiger or office365 code. In case, you are facing this problem then you can resolve it using following information Make sure to while creating a new instance of VTiger Mailer, change PHPmailer encoding to the provided encoding in Config.inc.php Code 27 * Constructor 28 */ 29 function __construct() { 30
Rearrange Related Lists and Blocks
June 16, 2021
Article
Related Blocks and Lists is a state of the art extension, that lets you add new blocks and lists in detail view of records using Module Layouts and Fields. While adding a new block or list, system asks where to place the block or list. It can be changed later on using Detail View Layout in the Module Layouts and Fields. This article is related to rearranging related lists and blocks using module layout. Let’s take a practical example: You created a new related block with the name of Vendors in the Contacts, at the time of creation it was placed at the bottom of contact details after “Profile Picture” block Now, you want to change it and place next to the “Basic Information”. To do so, go to Settings > Module Management > Module Layouts & Fields (or use VTExperts’ Menu Manager for user-friendly interface) Select Detailed View Layout Locate the related block for which you want
Collaboration tools by VTExperts for Vtiger CRM