Feature
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,
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
VTiger Providing SMS Marketing
April 21, 2021
Article
SMS is a major source of communication all around the globe. It is one of the oldest and most frequently used texting technology. Marketers use SMS to reach their potential clients. It is common practice of people to avoid marketing emails by setting up filters. Here comes SMS in play and bypass filters. The reason behind using the SMS is to conduct close range marketing practices. They are used to let your customers know about the instant offers with-in a vicinity. Vtiger is providing SMS feature for marketing anf other communication purposes. Another major advantage that SMS is that, with-in three minutes of delivery 90% of the texts are read. This shows how good of a marketing medium SMS is for the marketers. That is why, VTiger is providing an excellent tool for SMS marketing Following are some of the benefits of using SMS in marketing practices. Text messages possess