vtiger tips
Add Tooltips Information Icons To Record Views In VTiger 7
February 6, 2018
Article
Field Tooltip Manager extension for VTiger is designed to enable and display helpful field tooltips on VTiger record views. How to Add Tooltips Information Icons Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Tooltip Manager“. Select the “Module” and the “Field Name“. You can select a different “Icon” or upload a new one. Define the Tooltip content in the Rich Text Area. Here you can see the Tooltip Icon and the Tooltip in the record. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Transfer/Auto Fill Phone Number From Organization To A New Contact In VTiger 7
February 2, 2018
Article
In Vtiger 7, User can avoid repetitive data entry when creating related records by using our Field Autofill extension. User can create a contact from within Organization and not have to re-enter Office Phone, Fax, Address, etc.. How to Transfer/Auto Fill Phone Number from Organization to a New Contact Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Filed autofill“. Select the modules you want to automatically transfer data, for this example we’ll be using Organization to Contact and click on the “Add Mapping” button. Select the records from which you want the data to transfer to, for this example we are using Primary Phone to Office Phone. When creating a contact select an “Organization” and a dialog box will popup asking for to auto fill the fields with the selected organization data according to your configuration, by clicking on the “Yes” button it will automatically fill the fields.
Tile & Hover Text In VTiger Calendar Job Scheduler Is Now Configurable With Fields
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. With the latest update of the extension Job Scheduler or Advanced Calendar for VTiger, it allows you to edit and configure the information that is shown by default on an event or task block as well as when you hover your mouse cursor over it. You can insert some default text, map fields from the events and tasks, and configure them with the rich text editor according to your needs. It also allows you to map fields from the related modules. So say if you need to know the name of the Contact or Organization with which the current event is, if you need to know the place where the event
Status Colors In Job Scheduler Extension For VTiger Calendar
January 31, 2018
Article
VTiger Job Scheduler is the extension that enhances your VTiger Calendar’s capability to manifolds. It gives you day, week, and month views in a way that events and tasks do not overlap and become very easy to manage. Now, we’ve added a major function in VTiger Job Scheduler that allows to color the statuses of events wherever it matters e.g. in Picklist while creating an event and selecting a status, on Job Scheduler view of the VTiger Calendar etc. So, once the colors are configured in the extension settings, you will see statuses as different colors. Same for the Events box on the Calendars. The box’s color will depict the status of an event. It will help you quickly identify the status of an event and see if that event has either been planned, scheduled, held or cancelled. For further help, contact us on help@vtexperts.com. We’ll
Calendar Popup/Preview Extension Now Supports Custom Modules – New Feature
January 6, 2018
Article
Currently, the VTiger Standard Calendar is very limited and missing lot of basic functionalities. We have created several extensions to date which enhance the use of Calendar, making it more intuitive and helpful for users. Our extension Calendar Popup/Preview allows users to quickly preview the information without leaving the Calendar. It also displays linked records such as Contact, Organization, Lead, Ticket, Opportunities, and Campaigns. We recently upgraded the extension and added it to support and add Custom Modules as well as allow to see and update the linked Custom modules’ records. To use the feature, you’d need to: Install the extension VTiger Calendar Popup/Preview from your Premium extension pack’s list If already installed, upgrade it to Latest (alpha) Install Custom Module & Relationship Builder from the list If the custom module doesn’t exist, create the new custom module. Now, when you go to the Configuration of the extension, you
“Tags” In VTiger
January 17, 2017
Article
Data plays an integral role in the success of business firms, organizations with low-end data often face serious problems in progression and sometimes are outperformed by the firms which do not possess half of the resources in comparison to them. We are producing data more than ever and even the small scales business firms also take data collection into account and analyze it with state of the art techniques to gain quality results out of it. Data is equally important for improving external operations and internal performance of the organization, but with the changing business culture, the pace of data collection and data processing is also increasing. Now a day’s most of the firm’s decisions are backed by proper data analysis. According to a research each manager spends more than two hours daily in obtaining new data and then spend further time to refine it and collect meaningful information out
Outlook And VTiger Data Synchronization
January 3, 2017
Article
The current business environment is very much dependent on technological advancements, with every new morning a new tool is offered to the business community to enhance their operations and the only factor behind these discoveries is the rapid growth of the technological sector. One such tool offered by the technological advancements is electronic mail a.k.a. e-mails. It is equally beneficial for personal and organizational use. When we look at organizations email has evolved from a communication tool to management tool. As in the past, the only purpose of the email was to communicate, but now firms use it in different innovative methods as a managing tool. Now question is that how important emails are to us? To answer this question, I would like to state some facts i.e. If you want to create an account on a social network you need an email, if you want to register for any
Importance Of MailChimp And VTiger Integration
December 29, 2016
Article
Emails are essential for business firms as they fulfill a range of different purposes. Traditionally, companies used emails only as a communication medium and incorporate in in their business as a means of sending and receiving reports. But from last three decades organizations are using it for performing different functions and one of the most popular activities for which emails are being used currently is to market products and services. Some people argue that usage of social media for marketing purposes will take over the email marketing. But, most of the business professionals deny this opinion and show their support towards email marketing. No matter how old it gets, Email marketing will still be relevant – Paras Arora Using emails to market your product and services comes with a long list of advantages like extended reach to target audience, low-cost mode of communication etc. Just to give you a
Create Attractive Emails For Your Clients With VTiger Email Template Designer
October 10, 2016
Article
Email is an integral part of today’s business environment. Carefully designed emails, enhance the customer response without a doubt. Let me tell you some interesting facts in this regard i) This study states that percentage of people who prefer to read attractive email is 66 and ii) another survey shows that 80% of the people who use a mobile phone to reach their mail, delete an email if it does not look good in appearance. This shows the appearance of the email also matters in addition to its content. Marketing professionals who realized the power of email appearance, now spend more than two hours only on making emails more beautiful for their business prospects. The two major problems marketers face in this regard is that they have no experience of using designing softwares like HTML and CSS and the increasing number of new sales campaigns cause shortage of time Don’t
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:
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
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
Make Your Clicks Worthwhile By Assigning “Tags” To Vtiger 7 Records
May 11, 2016
Article
You need to close a deal with a client but collecting data from the previous records is taking a lot of time; so the process is slower for your liking. Now, with Vtiger 7, managing such tasks is faster and because you can Tag important records in a more customized way. Thus, obtaining required information and keeping track of leads is easier. What are those ‘Tags’ Tags are labels consisting of a single word, a sentence or multiple words. They are given to records to differentiate them for future references, for example, ‘IT Gala 2016’ or ‘Sales event 2015 Leads’. Then that tag can be searched to access the linked data in Vtiger 7 without any hassle. Moreover, multiple tags can be associated with a record. How to use a Tag 2 kinds of tags are available in Vtiger 7; Private Tags and Public Tags. Private Tags: These are seen
Custom Field Mapping of Lead And Opportunity Modules Makes Data Input Flawless In VTiger
May 9, 2016
Article
The seem-to-be-simple front end activity of custom field’s data conversion of important modules like Lead and Opportunity does have some backend mapping going on. While the data of default fields of Vtiger 7’s modules is received in the relevant sections, the CRM comes with the flexibility to customize the mapping of the custom fields in Lead and Opportunity modules. Lead Conversion Data Mapping Once a Lead is qualified and converted, the data obtained in a custom field in the records can be automatically transferred to Contact, Organization, and Opportunity databases. This foolproof system of Vtiger 7 smoothly operates data management, and avoids any potential loss. Note! Modification or mapping is only allowed for custom fields. You have to: Map the custom fields manually. You don’t have to: Map the standard fields. You can: Map the Lead’s custom fields to Contacts, Organizations, and Opportunities. You can’t: Map the auto-generated fields like “Time
Abate The Tax & Charge Associated Setbacks Around The Globe With VTiger
May 8, 2016
Article
A business of any rank needs to deal with tax, a fee charged (levied) by a government on a product, income, or activity. That fee is to be calculated, charged, and received from customers. It is a complex task that requires time and resources of a company. The calculations cannot be completely avoided of course, but the system can be handled quite professionally with Vtiger 7’s Tax Management System. With this hallmark, you can cope with local and international tax rates and problems pretty efficiently. Note! Tax Management System is available in only in Sales Professional Edition and Ultimate Edition. Tax Calculation All of the complicated computations regarding tax can be systemized in Vtiger 7. When the calculations are configured, those will be accessible to utilize in Quotes, Sales, Orders, Invoices, and Purchase Orders. Taxes defined in Tax Calculations are global, and not limited to products. Here is how you can set up taxes in Vtiger 7: Click on
Put Vtiger 7 Into Service To Configure Business Hours For Multiple Time Zones
May 5, 2016
Article
Are you operating a company in multiple countries? Administering business worldwide is tricky and holds hundreds of complications from currency to market trends. While handling the manoeuvre, depending on a huge team for little tasks shall slow you down. Time zone is another complication on the list, for which Vtiger 7 has the perfect solution. Setup Business Hours and holidays for the support department of your company, not worrying about the multiple time zones at the same time. Configure Business Hours The duration of availability of your support team for the customer care will be marked as Business hours. It will be in reference to the time zones of the customers’ location. Setting up Business Hours in Vtiger 7 is quite simple: Start by hovering your mouse over the Menu icon and pressing the Settings button In Settings, click Business Hoursunder Support menu Then click Add Business Hourbutton In the Configuring Business Hour
Perform Promising Actions On Dropdown Field Menus Wielding VTiger Picklist Editor
May 2, 2016
Article
Picklist Field Values are found all over the CRM in modules. Say it is Lead, Opportunity, Contact, or wherever a drop-down is. As important as the Picklist Field Values are, as dozens of other features of Vtiger 7, Picklist Field Values are customizable. From adding a new Picklist field to rearranging and deleting a field value, Picklist editor provides countless options. It is worth mentioning that picklist field values are not same for all the roles and differ according to the permission that his/her role has. You can read about Roles in details in this document. Insert New Picklist Field Values to Lists With Vtiger 7, Picklist field values can be added to existing ones in the lists. The whole purpose is to enhance the versatility of the CRM. After the custom picklist value(s) is created, they will be available for selection in respective module. This is the text book
Polish The Management System With VTiger Configuration Editor
May 1, 2016
Article
In the modern times of competition and technology, corporate sector is evolving faster than ever and it is essential for every company to deploy efficient customer care as well as Business Management System. For this purpose hiring highly trained and dedicated personnel is indispensable to cater the needs of clients. Now, the clients might get confused if they are responded to by a new person every time they contact technical support. Furthermore, there are several vital configurations required to be set. Vtiger 7 provides one solution to all of these problems in the form of Configuration Editor. With Configuration Editor, a number of basic customizations can be applied. You can specify maximum** file upload size, default module, the maximum text length** and a maximum number of records that can be displayed in the list view of any module. Moreover, you can set up your Helpdesk name and email to send
Sort-Out The Currency Differences For Your Company Around The Globe With Vtiger’s Currency Manager
April 30, 2016
Article
When you’re running a multi-national business, or planning to expand from a country to another, there are hundreds of real time as well as virtual problems you might face. While handling offshore businesses and your teams can be tricky, we do not want you wasting precious resources on common complications that can be handled otherwise. In this topic, we’re focusing on handling currency conversions without employing extra resources. Currency Manager of Vtiger 7 is an extremely helpful tool when it comes to dealing in multiple currencies. This feature is of assistance in dealing clients all over the world by incorporating national and international currencies. Base Currency First of all, you will have to select a base currency on the start-up page when you first log in. It will provide a threshold in a country against which the exchange rates are determined. Like INR is local currency of India and USD
An Advance Guide About VTiger’s Customer Portal’s Functionality
April 29, 2016
Article
Customer Portal is a highly customizable tool of Vtiger 7, with which you can facilitate your clients by providing remote support. With this portal, users can report cases, view Knowledge Base (FAQs), Invoices, Quotes, Products, Services, Documents, Contacts, Accounts, Assets, and Projects related to them and their organizations if any, all without any assistance of a support officer. You can read more about Vtiger 7’s Customer Portal and the opportunities it provides in this article: Customer Portal Is A Vastly Customizable Platform For Remote Solutions. Login To avail the endless opportunities provided by the portal, users need to login to the account using the URL, username, and password received via email. Once logged in, the main screen of portal will be displayed in front of the user These following sections comprise the main screen: Announcement Widget Charts Widget Recent Cases Record Widget Support notification Portal Shortcuts Widget Recent FAQ Record
VTiger Customer Portal Establishment On A Website And Enabling Or Disabling It For Contacts
April 28, 2016
Article
While we had thoroughly discussed the Customer Portal’s basic setup for Vtiger 7’s dashboard in this article, the versatility and customizability of the tool to a company’s requirements was also explained. As much as the Portal is productive, it would be of no use if your company’s clients cannot reach it. The best possible way to do so is to host the customer portal on your company’s website. So it would be accessible to the customers when they’d visit the site. How is the Customer Portal Hosted on a Website? As much as it sounds complicated, the task is no rocket science, as Vtiger 7 has made it easiest as it could be. The procedure is explained here step by step: First of all download this product Then you need to modify the config file (<web root>/portal/config.inc.php) $site_URL : CRM instance path $CompanyName : Enter the name of the company