progress bar

VTiger and Collaboration in Digital World

March 15, 2021
VTexperts empowering collaboration in VTiger
Article
Collaboration is one of the deciding factor weather an organization will perform as a team or not, It is an integral part of successful organizational culture. In organizations different tools and exercises are carried out in order to improve the collaboration among the individuals. Therefore, organizations that use collaborating tools more effectively gain a competitive advantage on others. Similarly, digital business environment as well, collaboration is a must have skill in the digital world. CRM systems like VTiger  are providing a list of tools to improve collaboration in digital world Following are some of the advantages of good collaboration in digital world Better problem solving, with improved collaboration individuals can more freely help each other by sharing their ideas and view and it results in better problem solving for all of them Faster and better learning experience. when people collaborate with each other they learn more and the quality of

Add Progress Bar (Sales Stage) In Opportunities In VTiger 7

August 31, 2018
Article
Progress Bar Extension for VTiger  was designed to add more visibility and allow instant updates for the configured “progress” (stage/status) field. Progress bar is displayed in the header and is clickable (record gets updated when user clicks on progress bar value). Progress bar can be configured on any module (as long as it has picklist field).   How to Add Progress Bar Go to Menu > Settings > CRM Settings > Extension Pack > Progress Bar. Click on the “New Progress Bar” button to add a new progress bar.  Select a Module. Select the field you would like to display on the Progress Bar.  Turn this Progress Bar on or off and click on the “Save” button.  Here you can see the progress bar in the record. You can update the stage by clicking on the progress bar and it will automatically update the record.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of
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