customize vTiger
Synchronize Magento Shopping Carts With VTiger
August 24, 2016
Article
If you are aware of the word Magento, you’d surely know about what is a Shopping Cart, as well as the other way around. That’s how much powerful Magento is. A shopping cart is a piece of e-commerce software on a web server that allows visitors to an Internet site to select items for eventual purchase, and Magento is an open-source technology that provides the online merchants with a flexible shopping cart system. Heads Up! Magento Community (version 1.6 upto 1.9.) are supported by the VTiger 7 Shopping Cart module Note: Only Sales Professional and Ultimate Edition of VTiger 7 CRM offer this handy feature Overview VTiger 7’s Shopping Cart module is designed in such a way that it caters Magento Community Edition 1.6 to 1.9. Three common modules which are featured by VTiger 7 are as following: Contacts in Vtiger as Customers in Magento Products in Vtiger as Products in Magento
Create, Manage, And Upload Documents In VTiger
August 22, 2016
Article
Let’s discuss a much needed module of VTiger 7, the Documents module. It is for VTiger CRM users to save files like it’s done in the Drive. But these files can be uploaded directly and you can use an external link to download the files back. There is more to it; you can manage the files in the form of folders in VTiger 7. Everything is explained later in the article, so let’s continue. Note! The maximum file upload limit is 5 Mb. Documents Management For documents, there are a number of options available in list view. Let’s learn what they precisely do: Field Name Actions you can perform on the records in list view With this Pencil (edit) button, you can select multiple documents and perform an action in a group As we can assume that it’s the Delete button, the only addition I want to do here
5 VTiger Extensions To Enhance Quotes And Invoice Generation
August 19, 2016
Article
At VTExperts, we try our best to provide you complete CRM solutions. And it cannot be accomplished without focusing on the accounts department. So we created several extensions that will be extremely helpful in creating quotes and invoices more efficiently. VTiger Product & Service Lookup This extension for VTiger is specially designed to enhance the output of sales documentation including Quotes, Invoices, Sales, and Purchase Orders. You can manually submit the Part Number, Category, Product Description or any other field that you configure to be the search field for Products/Services and see the results without opening the popup. Also, you can specify separate result fields including price, description, or again, any standard or custom VTiger field. VTiger Product & Service Lookup eliminates the need for the extra click (popup) and increases the efficiency and accuracy of adding Products or Services to the Quote, Invoice, Sales, or Purchase Order. For
Integration And Configuration Of VTiger & Quickbooks Online
August 16, 2016
Article
As we are on a streak to discuss the integrations of multiple extremely valuable tools with VTiger 7, here comes another one, Quickbooks (Online). This useful tool of VTiger 7 allows you to integrate your Contacts, Products, Services, Vendors and Invoices with QuickBooks (Online) very easily. All you have to do is gather information in one place and it will sync QuickBooks Online and VTiger 7 CRM accounts. Note! The feature is available for Sales Professional and Ultimate Edition users. Officially this feature is proposed for users residing in USA, UK, India, Australia and Canada. But, customers from other regions can also avail it. VTiger & Quickbooks Integration is designed to meet your requirements in an efficient way. Check it out. Fulfilling Requirements In this section we will brief you how to use this integration in VTiger 7 CRM. Prior of initiating the integration process you have to connect the VTiger
4 VTiger Extensions To Collaborate & Enhance Team Work
August 9, 2016
Article
Business is a team work that you run with your strategies. Out of the team work and strategies, the later mostly depends upon your creativity as well as professional approach. You can enhance your strategies and strengthen them with experience. On the other hand, your team’s coordination is completely a different game that depends upon a lot of factors most of which are governable. One way to do so is by employing the best-suited tools and techniques that would boost the efficiency of your working party. You can accomplish a lot for your business with VTiger CRM, but you’ll be surprised how fruitful these 4 extensions can be towards the collaboration of your team. VTiger Multi User Assignment There is only one way to assign a record to multiple users in VTiger i.e. by forming a group of those users you want to put in, manually. We took
VTiger’s Esign Module Has The License For DocuSign Integration
August 4, 2016
Article
Current business environment is very competitive and because of this very reason even small act of negligence can cause serious harm to the business. A task which is in repetition in everyday schedules makes it a very important one, that is signing the documents related to business. VTiger 7 provides you with a great integration with the app named as DocuSign, which allows to sign documents electronically according to the ESIGN Act. This feature not only saves time but also smoothens the business cycle making it more efficient and cost effective. Note! DocuSign is featured in Sales Professional, Support Professional and Ultimate Edition of VTiger 7. Getting documents signed by clients is an essential part of daily business dealings. DocuSign aids to get agreements and documents signed by the clients and customers electronically. You can also send PDF files that are Internal or generated by Print template, and for doing so all you need is to incorporate
3 VTiger Extensions To Track Time & Stay On Top Of Support Tickets
August 2, 2016
Article
As the competition grows, companies deploy more and more advanced tools and techniques to avoid time consuming tasks or get them done rather quickly. As VTExperts always brings on some outstanding customizations for your VTiger CRM, we also thought it would make it more convenient for you if we categorize some really valuable extensions. So we collected a series of 3 VTiger extensions that you can employ to save time and make things easier for support team. VTiger Time Tracker – User Time Management VTiger Time Tracker Extension sounds like mere a time tracking customization. Yes, it allows users to keep track of time while working on important or otherwise assignments – but it does a lot more. It can run more than one timer, with the option to toggle between different running timers. Plus, it supports custom fields, comments, and manual time tracking. And it doesn’t have to stay on top;
Inspect, Anticipate, And Present Your Reports in VTiger
July 28, 2016
Article
“Reports” is a strong module and play a vital role in the success of your business, as it helps to maximize the productivity of your sales department. Reports enable sales team to collect data which is more critical to them just by going through the report and the hassle of checking thousands of the records is not required. On the top of that VTiger 7 Filters help you select the reports that are crucial to you in short span of time with convenience. How to Generate a Report First of all click the Report icon, located on the top right corner of the screen From the menu choose the Add Report option Stage 1. Details of the Report The first step of generating report requires you to provide some basic information regarding the report. This information can include Report name, Report folder, Primary module etc. The following image will show
VTiger’s Multiplex Project Management App Leaves No Stone Un-turned
July 25, 2016
Article
Project Management is a special discipline. In a well-run project, there is a constant array of management issues to deal with, as well as a challenging routine of project management processes. A survey conducted by Carnegie Mellon suggests that when organizations focus on their project management system, key performance significantly increases. Scheduling adherence rises 50%. Productivity can improve by over 60%. For the modern organization, the success of any project management initiative will be tied to tools they use. For financial and data heavy positions, spreadsheets still have a tremendous amount of value. But for centralizing and sharing information, fostering collaboration, and tracking productivity, spreadsheets are quite limited. That’s why you will need ‘’Vtiger’s Project Management App’’ to supplement your operations and reporting with intuitive tools. With the right combination of protocols and software tools, project management can engender significant cultural and operational changes that can propel your business forward.
3 VTiger Extensions For Your Company’s Sales Men & Managers
July 23, 2016
Article
Sales team of a company plays chief role in its success, there is no doubt about that. But what if I tell you that they need your help to do so? There are a lot of steps you can take to achieve the purpose, and one of those is configuring the automations for the team. We decided to gather a list of 3 extremely helpful extensions of VTiger your sales team can surely find handy to boost the sales of a company. VTiger Kanban View [dt_highlight color=”green”]Click here for pricing, additional screenshots, video & live demo.[/dt_highlight] [dt_fancy_image type=”” style=”1″ lightbox=”1″ align=”right” padding=”0″ margin_top=”0″ margin_bottom=”0″ margin_right=”0″ margin_left=”0″ width=”” animation=”none” media=”” image_alt=”” hd_image=”” image=”https://www.vtexperts.com/gifs/vtigerkanbannew.gif”][/dt_fancy_image] When looking for sales tools, one searches for software or extension that provide proper visibility throughout the sales pipeline, warn about potential hurdles, and suggest ways to close deals within the estimated time. That is exactly what
Synchronize Marketing Campaigns And Relevant Data With Vtiger’s MailChimp Extension
July 20, 2016
Article
Mailchimp is a powerful email marketing service that makes it easy to connect with prospects and customers. You can use it to run your business campaigns, featured documents, to send e-mails in bulk, blogs, online sellers and more. Use Vtiger 7 Mailchimp integration to collect e-mail marketing leads from any online form and add them to your Mailchimp subscriber list. Eliminate the manual process of adding subscribers individually and jumpstart your e-mail marketing campaign. When you sync the application you use to run your business and breakdown data between platforms, your work-flow becomes more efficient and that extra time lets you focus on increasing engagement and revenue. In the event you’d like to take in more about Vtiger 7 inherent Email Campaigns module, which gives you a chance to construct and fabricate records, outline and dispatch battles, analysis attack performance, launch campaigns and audit campaign execution, and additionally see singular
Develop And Design Attractive Documents With vTiger Proposal & Document Designer
July 17, 2016
Article
A number of tools are available in market to write a couple of pages, few chapters, or even books with basic to professional formats. But when it comes to craft versatile content like extensive proposals, sales orders, quotes, invoices, or executive subject matter in a style, selection of the right tool can be tricky. Searching for the perfect software is itself a tiring task, let alone the additional processes including email integration with the desired customizations. The problem was addressed at vTiger’s and the team came up with the ultimate solution in the form of vTiger Proposal & Document Designer, along with the capability of Electronic Signature. The powerful vTiger extension has the potential to nimbly design professional, mobile friendly documents and proposals right from the vTiger CRM in minimum time. You can create highly striking executive documents, pamphlets, proposal, etc. that are more anticipated to convince leads and opportunities.
4 vTiger Extensions To Customize Your CRM’s Screen Layout
July 5, 2016
Article
There must be many tools in the market to customize CRM layouts, so we put our best efforts in to make layout extensions unique and different. In addition to switching and swapping the positions of fields, vTiger’s extensions do lot more. We are presenting the catalogue of four vTiger extensions that will really boost up your team’s performance while polishing the CRM into a more user friendly software. vTiger Conditional Layouts This is a very distinctive extension from vTiger developers. With vTiger Conditional Layouts, adding unique layouts becomes possible. The system administrator will configure secondary fields or blocks, that will appear after choosing an option from the primary fields. The executed option will lead to more specific and detailed information about the original subject. The extension carries vTiger Workflow capabilities with intuitive interface to configure conditions as well as fields to be shown, hidden, and made mandatory. Distinguishing Features:
3 Vtiger Extensions To Fortify CRM Data Security
June 30, 2016
Article
Vtiger’s aims and objectives have never been lesser than providing the best possible outcome to users. And when you rely upon us with your valuable information, we make sure to keep it secure and safe from every possible threat out there. That’s why we designed some really effective tools to keep the security at best. In this article, we summoned up a list of three security extensions by Vtiger that can eliminate and avoid any potential threats to your data. Enhanced User Security There is a renowned quote, “You catch more flies with honey than you do with vinegar”. Likewise, the sensitive information in your CRM attracts more threats as your business grow. Vtiger’s Enhanced User Security is the extension that ensures a strong defense against any potential invasions. With carefully designed and professionally employed features of this extension, the possibilities of getting hacked are eliminated. The login security extension
Explore The New Opportunities With Vtiger Extension For Thunderbird
June 23, 2016
Article
If you and your organization use one of the best email manager Mozilla’s Thunderbird, there is a great deal of options in Vtiger 7 for you. Vtiger 7 Thunderbird extension allows attaching emails to leads & contacts, import/export contacts and create records in Vtiger CRM from thunderbird. Limelight Features The information between Vtiger CRM and Thunderbird can be easily harmonized with Thunderbird extension of Vtiger. With this extension, you can: Attach Emails Create new contacts Create new leads Import/Export contacts Add new contacts or leads from thunderbird address book to Vtiger database And lot more. And all of these features can be availed without even the necessity to log in to your Vtiger 7 account. Learn more: Our new extension Corrensa is available with same features for Gmail, Outlook, and Office365. Thunderbird Extension’s Services The extension is designed for high tech business email administration and its features are not limited
Integrate Twilio With Vtiger And Avail Its Complete Functions In The CRM
June 21, 2016
Article
Twilio is a cloud communications tool that allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs. But if you have opened this article specifically because of the name of the tool, you’d probably know it. In this guide, we’ll take you through the tour of setting up phone calls with Twilio in your Vtiger 7 CRM account. Note! This feature is available in Sales Professional, Support Professional and Ultimate Edition of Vtiger CRM. Setting up Phone Calls with Twilio Twilio Account First things first; visit the Twilio website to get an ID for your company. All the necessary documentation about the Twilio sign-up has been provided. Install Phone Calls Module in Vtiger 7 The Phone Calls module is not installed in Vtiger 7 by default to avoid complexity. The process to get the module from Vtiger Extension Store and install is quite simple:
“My Preferences”; The Pack Of Customizations For Vtiger 7’s Users
June 17, 2016
Article
We all can agree that versatility is the future. But it’s present too. Your CRM users would surely appreciate some control and customizations, and with Vtiger 7 that is exactly what you can provide. The CRM is not merely customizable for you, but the users can update their personal information using My Preferences. We designed this tutorial to give you better understanding. The customer information can be updated by: Clicking on the User Namein the top right corner and selecting My Preferences Then by pressing Edit, will allow to update the details (the fields are discussed later in the article) Do press the Save button in the end. Note! Shift the view to narrow (or wide view): Switch to compact listings to see more rows and reduce scrolling. You can now configure the width by clicking on drop-down in the upper right of My Preferences page. This setting is available for all list views and details
Vtiger’s Subscription Module Covers The Entire Client-Company Payment Process
June 15, 2016
Article
The Subscription module has broad compatibility range. Consider a cellular company that bills customers on daily, weekly, monthly, and quarterly basis. The final bill is generated after the inclusion of calls, SMS, data usage, value added services, and tax for the whole month. Now, that is a very complex task, as call charges are to be calculated every call, and same goes for all other services. Calculating the bill for the whole month usage of one customer is itself tough enough, let alone managing millions of subscribers. Vtiger 7’s Subscriptions module is an exceptional tool to manage invoice relevant and payment processing problems. With this tool, the whole process including invoice generation to payment management can be automated, saving thousands of precious hours per month. Note! This feature is available only in Ultimate Edition of Vtiger CRM. Installation of Subscription Module First of all, Subscription module is needed to be installed from the
Your Email Conversations Can Be Mirrored Into Vtiger With These Simple Plugins
June 10, 2016
Article
Online markets are flooded with email clients, and we cannot deny their necessity. Also, every client is fulfilling the needs of a fair amount of organizations. You’ll have one too. But there is more to Vtiger’s email manager. With Vtiger 7’s email manager, communications with customers, from basic to elite level, are handled more efficiently. Keeping track of sales and support groups gets way easier, as all of the emails your team send or receive are channeled through your CRM’s own client. Moreover, it is the simplest way to bring all of the communication to a single showcase. It is undebatably an essential requirement of a firm to observe all of the email conversations of sales and support teams. Vtiger’s email plugins let you archive all the emails in conversation stature, so the discussions about deals and services are open to anyone with the access. All of the emails can
Paypal Merchant Account Configuration In Vtiger 7
June 5, 2016
Article
Vtiger 7 is fully customizable and comes with many extensions and integration options. Now our think tank is exactly aware of users’ demands, and we are not forgetting the need of Paypal merchant account integration. So we designed this guide to describe how to configure a Paypal merchant account in the Payments module. The Paypal Digital Goods Checkout payment method is the solution that enables a user to accept payments via secure Paypal gateway. To receive payments online, you will have to own a functional Paypal Business Account. Paypal merchant account configuration in Vtiger 7 CRM is not a rocket science: First of all, click on the Menu icon Then browse the Settings and look for Inventory Then select Subscriptions There you can add a new gateway with the help of +Add Gateway button A popup named “Configure Merchant Account” will appear demanding the basic details and credentials required for the login.
Office 365 And VTiger 7 Now Remain Coordinated With The Brand New “Connector”
June 4, 2016
Article
No supportive arguments are needed to describe the grandness of Office 365. So what if you could synchronize all of your Contacts and Calendars from Office 365 to your CRM account and the other way? In fact, you can. Vtiger 7 connector let you save and update your contacts and calendar events from Office 365 to Vtiger CRM account as well as from CRM to Office 365. Note! This feature is available in Sales, Support and Ultimate Editions of Vtiger CRM. The collaboration of the Vtiger 7 integration and Office 365 keeps your contacts, emails, calendar, and all of the other relevant information up to date on both sides. That way, you won’t have to manually modernize any of the database. It also kicks out any possibility of error. Plus, you will not have to recruit extra help for the manual work. Learn about Corrensa for Office 365, a powerful Chrome extension to synchronize the
Vtiger Keeps The Google Contacts and Calendar Events Synchronized With The CRM Account
May 29, 2016
Article
There is no need to explain how important it is to keep your CRM and its database up-to-date. And Vtiger 7 has lot of aspects that require constant synchronizations. Two of those aspects are Google contacts and calendar events. Synchronize your contacts and calendar events Gmail is among the top email services being used for professional practices and sales operations, and there is a good chance that your company resort to it too. Managing your Gmail contacts and calendar events can be difficult and Vtiger 7 doesn’t leave you alone when times are tough. With Vtiger 7, you can constantly synchronize the contacts and calendar events from your Gmail to the Vtiger CRM and vice versa. Note! Our latest product Corrensa can be installed as Gmail extension. With Corrensa you can synchronize your Gmail contact details right from your Gmail screen. Managing tools for sales process on multiple applications is
Understanding The Basics Of Vtiger’s Gantt Chart
May 28, 2016
Article
The horizontal bar chart in Project management, that displays stats of a programmed Project Task details that aids in planning, coordinating, and tracking precise tasks in a plan, is known as Gantt chart. Where to look for Gantt Chart In Vtiger 7, visit the record view of the Project Module in Project Management App to view Gantt Charts. Criterion for the Gantt Chart to Appear A Gantt Chart requires a Start Date as well as an End Date of the Project Task in order to appear in the Vtiger 7. Editing a Project Task record under Gantt Chart In a Gantt Chart Project Task record, press the Edit button to modify the record. Can I reorder the Gantt Chart on a particular Project Task? No, there is no option provided to rearrange the Project Task records Is the date field of a specific Project Task from a Gantt Chart adjustable? Yes! To adjust the
For Sales Pipeline Management, Vtiger 7’s Kanban View Is The New Black
May 27, 2016
Article
Are you missing updates on a crucial deal just because there is no proper sales visibility? Are there any deals stuck in the sales pipe and you are not sure about the cause? Your sales pipe needs to be healthy in order to keep the flow streamline and hurdle-less. But with the classic systems, keeping tabs on deals in sales pipe is not so easy as pie. Moreover, there are several developmental stages of a deal that are needed to be observed. To ensure the perfect vision over the sales pipe and the health of it, Vtiger has developed and released several tools, all of their own kind, latest of those was Smart Reminders. Now, Vtiger 7 is pleased to be on the spot to announce yet another gizmo which doesn’t only offer X-ray vision of the sales pipeline, but also keep the sales reps updated and allow them to
VTiger “Forecast” Encloses All The Features A Company May Need To Manage Opportunities
May 12, 2016
Article
Business development is a tricky trade, and it just does not only include grabbing new opportunities but also the smooth ongoing of a project till closure. How to execute the phenomenon as professionally as possible is yet another liability. Vtiger 7 approaches you with an exceptional hallmark, Forecast, which is extremely beneficial in predicting and planning the sales cycle from Pipeline to Closure. It predicts project fluctuations and relevant hazards and potential risks beforehand, saving a great deal of time, cost, and resources for the organization. Also, an organization’s past and current opportunities can also be managed with Forecast. All you need to know about Forecast extension and where you can get it: vTiger Sale/Opportunity Forecasts Note! This module is available only in Sales Professional and Ultimate edition. What does Forecast Do? Forecast predicts the prospects on the basis of the opportunities in hand of a Forecast Manager (A Sales Manager with a team