customization
Vtiger 7 CRM Mail Manager
June 14, 2021
Article
Mail Manager is an integrated email client that allows you to automate and perform CRM related actions on the incoming emails. It helps you create Leads, Contacts, Organizations, Tickets, and To Dos etc. from the emails that you receive in your inbox. Should sender’s email ID match with a record in VTiger CRM, you can perform more actions like, attaching emails, Adding To do, Comments and Ticket. Additionally, you can manage composing, replying, forwarding emails etc. In short, VTiger CRM Mail Manager provides an excellent feature using which you can can create new records automatically from the email and update the existing ones. Steps How to Configure Mailbox in VTiger 7 Go to the main menu and select Mail Manager While accessing it for the first time, it will take you to the configuration page. From here user can configure the mailbox Once , user click on the configure
VTiger Sales Inbox (Email Solution for Teams)
June 11, 2021
Article
Managing shared mailbox is not an easy task. Managers find it difficult to assign emails with in a team and face different types of challenges. Using same mailbox can cause serious hassle and frustration to the managers. Email management tools allows to use a single point for communicating, while providing a quality customer care experience. The most common issue faced by the common mailbox users is multiple responses sent to the client via different representatives. VTiger Sales Inbox (Email solution for teams) allows to set up a mailbox where whole sales team can interact with each other and can see communication with the clients. Why to use email management tools The reason behind using an email management tool is that, user still benefits from the features of single point of communication. In addition to that your team members can also be integrated in the process of communication. Tools like tags,
Parse Email Attachments to the Vtiger using Email Parser
June 11, 2021
Article
Email Parser is one of the most advanced extension offered in VTExperts premium extension pack. This extension grabs data from the emails based on the mapped rules and parse it to the CRM. Email parser is basically an advance form of VTiger default email converter. Default features of email converter offers very limited functionality, to overcome this issue VTExperts developed email parser extension. One of such issue is, inability of mail converter to deal with the attachments that comes with the emails. For example, most of the time the email converter will not identify the attachments. Even if it scans the attachement, still it will not add is to the desired records. Parse Email Attachments to the Vtiger using Email Parser extension, it helps do save the documents that comes as attachements into the Vtiger CRM VTExperts Email parser VTExperts email parser also overcame this shortcoming of the mail converter
Adding Upcoming Activities Widget to the Dashboard
June 8, 2021
Article
Using the Vreports and dashboards, you can set up the upcoming events widget for all the user. At the main dashboard, you can add a shared upcoming activity widget and can also design seperate dashboards for different users and show the upcoming events related to that user only. Adding Upcoming Activities widget to the Dashboard, lets the user of the CRM check what activites are coming ahead, so they can better plan their day. Let’s take a practical example and see, How does it works. Using the admin user, I will create a dashboard for a user “Chris Garcia” and will set up an upcoming activity widget for the user that will show only the details regarding the upcoming activities for Chris Garcia Creating an upcoming activity report for the a specific user Go to Vreports and Dashboard and add a detailed report Configure the report and make sure to
VTiger 7 Standard Relationships Between Different Modules
June 8, 2021
Article
VTiger 7 standard relationships between different modules are shown in this article Relationships connect different modules and the working of the modules depends on the quality and quantity of these relationships. Like other CRM systems, VTiger also use different relations to connect the modules. Standard VTiger most commonly use three types of relationships which are as following One to One (1:1) : One record of a module is associated with only one object of other module One to Many (1:M) : One record of a module is associated with multiple records of another module Many to Many (M:M) : Multiple records of a module are related to multiple records of another module and vice versa Moreover, you can add custom relationships between two modules using Custom Module Builder extrension How to read the relationships from the table The first value in the relation is related to the module listed in
ERP VS CRM and Vtiger
June 4, 2021
Article
ERP (Enterprise resource Planning) and CRM (Customer Relationship Management) both are automated systems that are used to streamline and automate business processes. The difference between both the systems is areas of business where they are implemented. CRM is used to streamline front end processes of a business, while ERP is used to increase the efficiency of back end processes. Usually ERP covers alot more aspects then a CRM and in some cases the CRM used by organizations are actually a subset of their ERP. Vtiger is a great CRM system, but extensions make it more than a CRM system. This article analyzes, ERP VS CRM and Vtiger. This article analyzes, ERP VS CRM and Vwhere does Vtiger stands. ERP is used to manage overall business processes including supply chain, manufacturing, reporting, operations, human resource and accounting. It uses a centralize database to streamline the processes and workflows among the different departments of
How Vtiger Profile Scoring Helps
June 4, 2021
Article
Customers are the most important part of a business, but all the customers are not the same. Some customers are providing more business to the organization and some are just one time purchaser. Although every customer is important, but still some customers are more valuable to the organization as compare to the others. How do firm know which customer is more important as compared to the others, for this purpose VTiger CRM provides a very reliable tool named as VTiger profile scoring. Profile scoring is a great feature and in this article we will look at How Vtiger profile scoring helps and how effective it is What is Profile Scoring? Profile scoring is process of assigning scores to your customers to determine how important that customer is for your business? Customers and organizations are ranked on the basis of these profile scores. Using this feature, VTiger uses CRM records of
Generating Purchase Order from Sales Order
June 3, 2021
Article
It is a very common business practice that, whenever a firm receives a Sales order, on the basis of that sales order they generate a purchase order for their vendors (usually with the same product and quantity). VTiger 7 also supports this function and provide an option to generate a purchase order for every sales order in the system. Generating Purchase order from Sales Order makes the process of ordering inventory much simplies and more efficient in Vtiger CRM Moreover, if you need advanced features in the sales order and purchase order module, then do check Item Detail Customizer extension Generating Purchase order from Sales Order To generate the purchase order for a sales order, select any Sales Order, click on more and select the Create Purchase Order option ins a sales order Example We will take a practical example to explain it in detail Lets generate a sales order of 20 wallets.
Adding Custom Modules to Email Marketing Extension
June 3, 2021
Article
Email marketing automation helps to make marketing campaigns more effective and efficient. One such feature is including custom modules in email marketing campaigns. Adding Custom modules to Email Marketing Extension offered by VTExperts increase the usability and potensiton of the extenaion by alot. To use custom module in conjunction with Email Marketing automation can do wonders. Follow the below mentioned procedure, as a result you will be able to add a custom module into email marketing campaign. Step 1 : Configure the Custom Module through extension settings Go to CRM settings Go to Extension pack list and choose “Email Marketing” Enable the desired Custom Module from configuration.Here we are adding Custom Contacts (Custom module) to the email markting extension. You can create a custom module using custom module builder extension Press the “Add modules” button After adding the custom module to the email markting extension, through configuration. Now, we will
Rearranging Different Modules in Vtiger
June 2, 2021
Article
VTiger CRM gives its users liberty to change the order of related modules. Sometimes, to access a related module, users have to click on more options and then select it. So, to make the access to the related module easy, admins can change the order of related module. Rearranging different modules in Vtiger can be done using “Module Layout & Fields” For example, a user wants that in their CRM, whenever he opens Contacts module, the relationship of Contacts with Tickets is prioritized. It might be possible that to access the Tickets through Contacts, one have to click more and then select the tickets. But now, the user wants to place the tickets before any other module. e.g. in this case the user wants to place tickets before documents. To do so, user have to change the relationship order with that specific module through Module Layout & Fields. In this case, we
Currency Management in Vtiger CRM
June 2, 2021
Article
usiness that are operating around the globe face a number of different challenges, from procurement to delivery of final product, everything became a bit more complex. Another major problem that such businesses face is currency conversion. It is very important to understand that when you sell a product or service globally, then you have to encounter multiple currencies. The currency that you will be accepting depends on the location from where you are receiving the payment. So, it is necessary that your CRM system accounts for multiple currencies. Currency Management in Vtiger CRM is much easier as compared to other CRM systems, because of its ease of use and great interface. Usually, all the CRM systems provide support to some level of multiple currency dealing, but mostly it is not sufficient and cause limitations in operations. So, while choosing the CRM for your business, keep this aspect under consideration if
Multiple Conditional Formulas in Same Field of IDCA
May 31, 2021
Article
Multiple formula’s can be used in IDCA total fields. Here we will look at multiple conditional formulas in same field of IDCA. This article will cover syntax to apply multiple independent conditional formulas in the same field as and when required. This can help in many ways. For example. a field may be depending upon multiple independent conditions to produce the result. For this, you can use this feature to customize a field by adding multiple independent conditions in the same field with any arithmetic operator in between as required. Syntax: IF{(Condition 1),Value If True,Value If False} Operator IF{(Condition 2),Value If True,Value If False} … Here, Condition 1, Condition 2 : The multiple criteria, Values if True : Respective values in case above said conditions are met, Values if False : Respective values in case above said conditions are not met, Operator: Relation between the multiple conditions. Example: Add the following in the formula section
Create Custom Form in Vtiger
May 29, 2021
Article
Forms are an integral part of any CRM and can be used in multiple ways. We, at VTExperts, believe that the more options provided in designing a form means better results for the clients. In order to provide users better forms that are easy to configure and use, we designed VTiger CRM extension names as Custom Views, Layout and Forms. Create Custom Form in Vtiger using this state of the art extension. Designing form using VTExperts’ Custom Views, Layout and Forms is very easy and smooth process. To Create a Custom Form, Go to Settings > Extension Pack > Custom Forms & Views Add Custom Forms & Views button is used to create a new form or view. Name, status and module of the existing modules can also be seen on this page Click on the Add Custom Forms & Views Module: Select the module for form configuration. Name: Specify the name of the form Status: You can keep the form active or inactive using this option Profile: Specify the profiles for
Advance Customer Portal by VTExperts
May 27, 2021
Article
Customer portal plays a vital role in engaging customers and providing them with a place, where they can find account specific information. Vtiger CRM also allows to establish a customer portal, through which companies can interact with the clients. Vtiger CRM default support portal provides a number of different features like viewing tickets, enabling charts, announcement etc. A good customer portal can yield great results. Hence we offer a great tool in the shape of, Advance Customer Portal by VTExperts. We VTexperts believe on doing more for our customers. That is why we developed Advanced Customer Portal, in which we incorporated additional features that can do wonder for the businesses. Some of these features are setting the starting and ending date of portal support, setting privileges for the modules, adding customized modules etc. Glimpse of Customer Portal Configurations Following image just provide the glimpse of Advance Customer
Troubleshooting Email Workflows in VTiger
May 25, 2021
Article
Workflows play a vital role in sending automated emails. In this article we will look at Troubleshooting Email Workflows in VTiger What is Email Workflow? An automated email is sent when a specific condition is met. Email will be only sent if a specified email is fulfilled. When the condition is met the email will not be sent right-away, in fact it will be added in a queue and will be sent once the VTiger cron-job is executed A Basic Example how to set a simple Email Workflow. We are setting a simple email workflow, it will send an email to the respective contact email id whenever the phone no is changed or updated. Following are the basic details regarding the workflow we are going to set up and when will it trigger Following is the condition i.e. When Office phone is changed Following is the action that will be executed when the condition is fulfilled. In add action drop down
Inventory Deduction in Vtiger CRM
May 23, 2021
Article
The rule for inventory deduction is that once a Sales Order is processed, the quantity of inventory should be decreased by the amount of sales order automatically for example You have “Wallet” as a product and the total quantity of available wallets is 15. You processed a sales order of 5 wallets, so the inventory left for the products should be 10 and this is done automatically. But, VTiger does not work like this. In VTiger the deduction in the inventory will only takes place once you generate the invoice. Lets take a practical example to understand this process A company has 20 wallets in stock They processed a sales order of 5 wallets But, Vtiger stills shows 20 wallets in inventory To update the inventory, you will have to generate the invoice. Once, you generate the invoice the inventory available in the products will be reduces by the amount
Benefits of VTExperts Time Tracker
May 21, 2021
Article
While organizing projects one of the major problem that managers face is keeping the track of time. A project consist of several tasks and every task takes different amount of time to be completed. Their is a possibility that on each tasks multiple staff member are working and the time they put on doing that task is also different. Filling so many timesheets manually not only takes a lot of time but is a task full of hassle.. Recording such an extensive time log is a task in itself. Vtiger CRM provided the feature of time tracker, which does the job quite well. But, if you need something more then take a look at long list of benefits of VTExperts Time Tracker extension. This new and improved time tracking feature of VTiger allows to automatically log the time each employee spent on a task. In VTiger tasks are
Autofill Supports Related Blocks
May 20, 2021
Article
While creating a new record through VTExperts related list and blocks extension, do the fields fetch data thourgh autofill extension? Yes, now Related blocks and lists is supported by the autofill feature. Autofill supports Related Blocks, this means whenever a user adds a record throught the realted blocks and the autofill is configured on the field of the fetched records, Autofill extension will fetch the data and fill it into the fields of the new record. Related Block : Extension for VTiger enabling a display of related records on the Detail, Create, and Edit Views. Intuitive configuration panel allows system administrators to configure which modules (Related Lists) will be displayed on the Detail/Edit Views. Field Autofill : Field Autofill for VTiger is yet another amazing productivity tool. It saves time by autofilling the data into the CRM. Previously, field autofill do not fill in the data when a record is
Efficient Reporting with Vreports
May 20, 2021
Article
Reports play a vital role in analyzing and making right decisions for your business. They provide key insights and important details that can boost the performance of your business processes, e.g. better marketing campaigns, more accurate future forecasts, planed budgets and last but not least enhanced decision making. Reports in CRM system Reports are an integral part of CRM, that is why almost every CRM provides dedicated reporting mechanism. VTiger reports allow user to sort out heaps of data and generate meaningful insights based on data. On daily basis, your VTiger CRM system is fed with multiple gigs of data, this data may include new opportunities that your sales team created, invoices generated by your accounts department, project tasks created by the support team etc. Through VTiger Reports you can extract useful information from the data and then make better and smarter decisions. Using VTiger reports user can add detailed
Conditional Layout – Role Based Permission
May 20, 2021
Article
Conditional layout is a great extension and now user can set Conditonal layouts based on role permissions Now, you can also set conditional layout based on roles of the user using the CRM. To set conditional layout on role based permission, follow the below mentioned procedure: Go to Settings > Other Settings > Conditional Layout Following screen will open To set a conditional layout, click on “+ New Conditional Layouts” and select module. Set the condition based on role and finally set the action if condition is fullfilled. Role based condition is shown in the figure below Example for Demonstrating How to use Role Based Conditional Layout Here, we will demonstrate the usage of role based permission in Conditional layout with an example. In this example the assigned to field in contact module will hide, if the role of the user is CEO and the lead source is Cold call Step 1 : Select Module In Select Module, choose Contacts Provide the appropriate description for
Configuring SMTP using App-Password
May 19, 2021
Article
A very common problem with setting up SMTP is that it cannot save data and error occurred while sending mail. It is because the SMTP configuration required app passwrord to be functional. In this article we will learn the process of configuring SMTP using app-password The reason behind this that email service provider now use app passwords to allow logging into some less secure applications Setting up SMTP in VTiger This problem is also faced in VTiger CRM. Let’s take an example and set up SMTP for gmail using app password How to get app password?? App password is only available on those email I.D’s which have enabled 2-Step verification. to get the app password follow the instructions mentioned below Log into your Gmail account Click on the manage account google account A new window will open, select security option Scroll down and select app password It will again ask
Round Robin now Supports Groups as well
May 19, 2021
Article
Round Robin is great extension, which is used to assign tickets/records to the users. Now, VTExperts Round Robin supports groups as well How to assign a record to the group Following is the method to assign a record to the group Go to the Settings Choose Extension Pack Choose Round Robin Click on “+ Add a New Round Robin” Upon clicking following page will open Now, while assigning the members, you can assign groups as well. Previously it only supported individuals Example Let’s take an example and try to assign tickets to the groups instead of the individuals first configure a round Robin policy for the tickets and make sure to select groups in members field 2. Now take tickets which are unassigned. In this example, the tickets with open status are unassigned 3. Now trigger the scheduler for round robin Once the round robin scheduler is executed,
Benefits of Using Internal Chat in Vtiger
May 18, 2021
Article
The key to manage a business or organization is effective communication. it helps employees and managers to carry out their job tasks more proficiently. Managers have to communicate the business plan and other organizational strategies effectively to the other staff members, only then the organizational goals can be achieved. Planning, organizing, implementation, leading and controlling, all the core operations of a business need excellent communication process to achieve desired results. In this article we will look at benefits of using internal chat in Vtiger For functional communication process, organizations needs efficient communication channels. Good communication channels in an organization can do wonders for the organization and one such channel is internal chat. Internal chat or instant messaging is considered to be one of the most important modern day communication tool, that is taking over the traditional communication processes. What Benefits do Internal Chat yield for a business? List of the benefits of internal chat
Data Duplication & VTiger CRM
May 11, 2021
Article
Data Duplication is a problem that is faced by almost every business organization. Especially in case a firm is handling their database using a CRM, duplication of data can cause major problems. For example, two of your sales staff members got intact with a same person, both of them generated two different contacts of the same person in the CRM and both of them started to pursuit the same opportunity separately. Firstly, it gives a bad impression to the client that the people of same organization are persuading him/her independently for the same opportunity. Moreover, it is a wastage of resources and time of the business as two of the staff members are working on the same lead. Similarly, data duplication & Vtiger CRM go hand in hand Problems that data duplication causes Data duplication causes following threats Inefficient business processes:Â Duplicate data makes the business process inconsistent. It makes the
VTExperts Mobile App a Better Way to Manage your CRM
April 29, 2021
Article
A computer is not always accessible to a person, there are times when the users are away from their pc’s. At such times mobile apps provide instant access to the data stored to read and edit it. Mobile apps are a critical part of digital revolution, because of their improved accessibility, increased productivity and cost reduction. Suppose you just left the office and suddenly a client called you and inquired about the update on their recent project. You told him that it is in progress, by checking the status of the project on mobile app. Their are several similar scenarios, where mobile apps prove to be really handy and save people a-lot of hassle.VTiger CRM can also be accessed through different mobile apps e.g. VTE mobile app, Vtiger 360 etc. VTExperts Mobile app helps in managing your CRM on mobile deviced in a better manner, so we can say that