VTiger Blog – News, Common Errors & Helpful Tips
Upgrading Table Block Extension to VTiger 7.0
June 4, 2017
Article
VTiger Table Block extension will no longer be supported in VTiger 7.x. Table block has a lot of limitations such as no way of creating filters, including in reports, exporting/import and permissions. Instead, it will be replaced with combination of “Related Blocks/Lists” and “Custom Module Builder“. If you are currently using Table Block extension and want to migrate to VTiger 7.x or already did – here’s what you will need to do in order to properly convert table block data. ***We recorded a quick video that will talk you through each step: Create table blocks(new custom module(s)) in VTiger 7.0 To create new tables blocks – first we will need to create custom modules which will store table block information. Say if you have a table block “Cars”, you would create a new custom module called “Cars”. Next, within that module – you will need to create custom fields
VTiger 7.0 GA (Stable) has been released
May 23, 2017
Article
VTiger 7.0 GA (Stable) Release We are thrilled to announce the release of VTiger 7.0 GA (Stable). New version of VTiger was completely redesigned and has new user interface(theme), which a lot more responsible and user friendly. In addition, it has many new features along with the security updates. To find out more – please see offical vtiger announcement. VTiger 7.0 GA can be downloaded from vtiger.com. Official VTiger 7.0 GA (Stable) Download Link VTiger 7.0 GA interactive demo is available as well, please follow the link below VTiger 7.0 Open Source Live Demo The upgrade patch for VTiger 6.5 to 7.0, has already been released and the instructions can be found below. Step by Step Guide to Upgrade VTiger 6.5 to VTiger 7.0 Our VTiger Extension Pack has been already converted and will work with VTiger 7.0 right away. Note, that not all of the extensions have been
VTiger 7.0 GA Release & Extension Pack (Schedule, Updates & Compatibility)
May 21, 2017
Article
VTiger 7.0 GA Release VTiger 7.0 GA (Stable) has been released May 23rd, 2017. You can download it from vtiger.com or obtain latest code on git. You can find full feature list here. Here’s a VTiger 7.0 introductory/demo video which covers most of the features: https://www.youtube.com/watch?v=4jlhqKQSpP4 Extension Pack Compatibility with VTiger 7.0 Open Source Our team has been working really hard in the past few months to convert most of our extensions to be compatible with VTiger 7.0. We are excited to say, that 95% of our extensions have already been converted and are fully compatible with VTiger 7.0 open source. You can check the status of each as well as see which extensions have been discontinued for one reason or another. VTiger 7.0 Extension Pack Compatibility Chart In addition, our extension pages(on the website) have already been updated and include screenshots/videos/live demos & user guides
VTiger 7.0 Open Source Demo
May 21, 2017
Article
VTiger 7 Open Source Demo VTiger 7.0 has officially been released May 23rd, 2017. You can download the latest files from vtiger.com or code.vtiger.com. We have setup a VTiger 7.0 demo instance that has the latest vtiger stable files. VTiger 7 Demo Link: http://demo7.vtexperts.com/vtigercrm7demo/index.php VTiger 7 Demo Username: demo VTiger 7 Demo Password: demo *Note, we have disabled admin access due to security reasons. List of VTiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. And much more! For any questions – please contact us at help@vtexperts.com Thanks
Step by Step Guide to Upgrade to VTiger 7.0
May 21, 2017
Article
VTiger 7 upgrade path is very similar to earlier versions. You will need to download the patch, extract it, backup your files/db and run the VTiger 7 migration wizard. This article provides step by step instructions to upgrade to VTiger 7.0. VTiger 7 has a completely redesigned user interface and a lot of new features. If you haven’t had a chance to test drive vtiger 7 – you can play around with our demo. VTiger 7 Open Source Demo Link If you are a ‘do it yourself’ type of person and have enough knowledge about VTiger and its’ upgrade process – you should be able to do it yourself. On the other hand, if you consider your data too valuable to not risk, we at VTiger Experts can execute it for you. Our developers are skilled and highly experienced in upgrading VTiger to the latest version. #1: Creating Backup of
VTiger Items Details Customizer (Advanced) – Upgrading to VTiger 7.x
May 15, 2017
Article
VTiger Items Details Customizer (Advanced) is one of our most utilized extensions due to its’ powerful capabilities while customizing Item details on quote/invoice/order, adding running totals, section headers and most importantly – specifying formulas for each column or total field(s). Due to increased requests to make Item Details Customizer (Advanced) compatible with reports, filters & allow to import – we added such functionality. If you are using VTiger 7.x and installed our extension on 7.x – you do not need to take any additional steps – new functionality will work out of the box, however if you are upgrading from VTiger 6.x – you will need to convert item details data to work with our upgraded module, which includes latest functionality. Here are the steps you need to take to perform the update: *Note, we assume that your VTiger has already been upgraded to 7.x. Backup your files &
VTiger 7.0 RC and GA Release Schedule
March 30, 2017
Article
We’re happy to inform that Vtiger 7.0 RC and GA have been scheduled for the release. These releases include many new features and UI changes. Click here to see our extension pack upgrade schedule and status. Release Schedule: RC (Validation) – April 10, 2017 GA – Released May 23rd, 2017. List of Vtiger7 new features: Vtiger 7 UI layout Easier list views Private / Public tags Web form attachments Variable Taxes, Charges, and Regions Picklist Coloring App Menus Rollup comments Multiple dashboard tabs Controlled sharing of Lists Custom Activity Type Splitting Edit action in Create / Edit action in roles / profiles. Comment with attachments. Once released – we’ll provide demo link. Thanks
Marketing Objectives Affect Pricing Decisions
February 15, 2017
Article
Marketing objectives are internal factors that affect pricing decision. Before setting price, the firm must decide on its price strategy for their goods. If the company has already selected its target market and positioning attentively, then its marketing mix strategy, with price, will be comparatively straightforward. For example, when Toyota developed its Lexus brand to compete with European luxurious cars in the higher-income segment, and it required charging a high price. Thus, pricing strategy is mainly determined by decisions on market positioning. Meanwhile, the company may search further general or specific objectives. General objectives include survival, market share leadership, current profit maximization, and product quality leadership. At a more specific level, a company can set prices low to avoid competition from entering the market or set prices at their competitors’ level to stabilize the market. It can set prices to keep the support and faithfulness of resellers or to stay
Benefits Of QuickBooks (Desktop) Integration With VTiger
February 8, 2017
Article
The current business environment is becoming more competitive with every passing day, but on the other side if we observe most of the new ventures fail to perform operations and go bankrupt even in the first six months of their inauguration. There are multiple reasons behind these failures and some of the prominent explanations to this phenomena include lack of funds, unprofessional behavior, limited resources etc. When we look at the performance of small scale business firms the biggest hurdle they face is limited resources, even with great planning they fail to achieve the desired results because of fund restriction. But the smart professionals incorporate solutions which are cost effective and tweak them as per their needs to get high results. One of such cost-effective tool from which small scale business are benefiting at a large scale is QuickBooks Desktop. Statistics show that 8 out of 10 new businesses
VTiger Sales Insights
February 6, 2017
Article
A group of different departments works together on a single client in order to yield profit. In order to make a valued client happy, right from the start when the process of initiating the customer takes place to the provision of after sales service to the client a number of different people who belong to different departments put their endless efforts. Out of all the departments (sales, marketing, human resource, accounts etc), Sales is the department who needs special care as they carry the most burden in whole process of satisfying the customer. Managing this department is a job which requires extensive efforts and deep insights regarding the performance of the whole team. Sales rep is the unit of this department and they play one of the most important role and that is engaging the customer and providing them with what they need. You don’t close a sale, you
VTiger on Steroids
January 24, 2017
Article
If you are reading this article, chances are – you are a heavy VTiger user. As you probably know, there is no perfect CRM solution that can do everything your business needs, however VTiger can likely do 80% of the things that your business needs and to fulfill the rest – the best way is to add extensions or plugins. We’ve put together a list of most commonly used VTiger Extensions. It includes some of our favorites such as smart search, real time duplicate check, enhanced views and many more that really make VTiger more intuitive and user friendly CRM. 1. Chat With Your Team Emails are great, but they tend to get lost or buried in the inbox, so we came up with a chat plugin for VTiger. It allows you to create channels, private & group chats. It’s very easy to use – slides out/in without closing your
Significance Of Brand Equity
January 20, 2017
Article
“The commercial value that derives from consumer perception of the brand name of a particular product or service, rather than from the product or service itself.” Actually it is the value of a brand. Brands are just the names and symbols. Brands symbolize consumers’ perceptions and feelings regarding any product and its performance – everything that the good or service means to consumers. According to the analysis, brands exist in the minds of customers. Thus, the actual value of a strong brand is its power to capture customer preference and loyalty. A strong brand has high brand equity because it effects customers’ reliability and reactions toward the particular product or service. Evaluation of a brand’s equity is the extent to which consumers are willing to pay more for their favorite brands. A study found that 72% of buyers would pay a 20% premium for their desired brand than the closest
VTiger’s Appointment Pages
January 20, 2017
Article
Doing business is far more complex than what is seems from the surface, sometimes a small mistake can cause huge loss and sometimes a little tweak in the operations can earn fortunes for the firms. Every business activity is important and little negligence can prove to be disastrous, it is commonly observed that firms take some small tasks for granted because of which they not only bear financial loss but their market value also gets hurt. Business operations in which carelessness is commonly observed include scheduling a meeting, sending feedback, unprofessional emails and many more. Imagine yourself leading an organization, do you want an unprofessional organized meeting to hurt the reputation of your business? The answer is very simple NO Now coming towards the hassle which people commonly face while scheduling a meeting and how they impact your firm’s reputation in a negative manner. Assume that you are a
Buyer’s Decision Process For New Products
January 17, 2017
Article
Buyers may pass quickly or slowly through different stages of buying-decision-process, and some of those stages may even be reversed. It is much depended on the nature of the buyer, the product, and the buying situation. Now we have a look at how buyers approach the a new product till its purchased. A new product can be a good, service, or an idea that is perceived by some potential customers as new. Marketer’s main interest is to know that how consumers learn about new products for the first time and make buying decisions on whether to adapt them. We can also define the adaptation process as a mental process through which an individual customer passes from the first learning about an innovation of a product to final adaptation, and adaptation as a decision by an individual to become a regular customer of the product. Stages in the Adaptation Process Buyers
“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
International Product And Service Marketing
January 13, 2017
Article
Marketers of international goods and services face unusual challenges. First, marketers must figure out what goods and services to introduce and in which countries. After that, they must make a decision about how much to standardize or adapt their goods and services for the world market. On the other hand, companies would like to be consistent in their offerings. Consistency helps a company to develop a constant worldwide image. It also cuts down the manufacturing costs and eliminates replication of advertising, research and development, and product designing efforts. Furthermore, worldwide the consumers are different in their attitudes, behaviors, cultures and buying patterns. And markets also vary in their economic conditions, legal requirements, competition, and physical environments. Companies must usually react to these differences by adjusting their products’ offerings. Packaging also faces new challenges for international marketers. Packaging issues can be delicate; brand’s name, colors, and label may not translate easily
Basic To Advance Uses Of VTiger Calendar
January 13, 2017
Article
Planning is an important part of business, firms spend a huge chunk of their resources on planning just to make sure incoming season they perform better as compared to the previous seasons. Scheduling is an important part of the planning and a number of different tools are used for this purpose. One of such tools is the calendar, it is one of those few instruments which are most widely used in business operations. The benefits of a well-designed calendar are beyond measurement. To ordinary people, the application of calendar is just to remember dates, but for business professionals it is a handy assistance using which they keep track of stock delivery, meeting with a client, meeting deadlines, services, and product launch dates etc. If we analyze the habits of successful professionals it is not hard to observe that they use calendars to manage their schedules and take advantage of it
Significance Of Branding And How It Plays Its Role In A Company’s Success
January 11, 2017
Article
Brand is a name, sign, term, and symbol, or design, or a combination of these that identifies the maker or seller of a product or services. Brand is an essential part of a product for consumers, and branding can add value to a product. For example, mostly consumers would perceive a bottle of White Linen perfume as a high-quality brand and an expensive product. But the same perfume in an unmarked bottle would likely be viewed as lower in quality, even the fragrances of these perfumes were identical. Now branding has become so strong that today hardly things go unbranded. Salt is in branded bottle, common nuts and bolts are packaged with the label of different distributors, and automobile parts like spark, tires, plugs, filters – bear brand names that differ from those of the automakers. Even vegetables, fruits, and poultry are branded now; Dole pineapples, Sunkist oranges, Fresh Express
Uses Of VTiger Email Template Designer
January 11, 2017
Article
Communication is the heart of current business environment if we take a thorough look at all the procedural advancements from the past two decades, it is not hard to notice most of them involve an improved communication process. Firms started to use multiple tools to better the communication process up to the extent that to some firms their enhanced communication system turned into the competitive advantage. Current business culture provides a long list of diversified yet efficient communication tools, different tools offer different levels of benefits to a single firm. For example, for some firms text messages prove to be the best communication device, while for some video calls acts as the most efficient communication device. But there is one tool which is equally popular in all types of firms and the name of that communication instrument is E-Mail short for Electronic Mail. “91% of the consumers check their emails
The Mobile App VTiger 360 Makes Business Smarter
January 10, 2017
Article
Cell phone is a very handy innovation of past decade, at start cell phones were bulky and were very hard to carry around. But with the advancements in technology they became smaller in size and their functionality kept on increasing at a rapid rate. At first, mobile phones were used to make calls and send SMS only, but with the passage of time it took spot of many other handy gadgets like cameras, alarm clock, calculator etc. The mobile phone is a multipurpose device whose functionality has crossed traditional usage long ago. When we talk about multipurpose nature of mobile phones what comes in your mind when you think about its professional application? The answer is the usage of a mobile phone in carrying out business operations. Cell phones are vastly used in the field of business from sending emails to the clients regarding their queries to tracking the shipment
Pricing Strategy For New Products
January 6, 2017
Article
Pricing strategies usually modify as a product passes in its product life cycle. The introductory stage of any product is especially challenging. Companies bringing out with a new product, face the challenge of setting price in the beginning. They can choose between two broad strategies. One is market-skimming pricing and the other one is market-penetration pricing. These two strategies play very important in fixing price of new product. It is very crucial thing to fix right price which can be affordable for consumer and beneficial for marketers. Market-Skimming Pricing Market-skimming pricing is fixing a high price for a new commodity to skim maximum returns layer by layer from the segments ready to pay the high price; the firm makes fewer but more profitable sales. Several businesses that invent new products set initially high prices to skim revenues. Sony frequently uses market-skimming strategy. In 1990, when Sony introduces the world’s first
Benefits Of Integrating QuickBooks And VTiger
January 6, 2017
Article
While doing business you interact with a number of different parties which act as a different stakeholder and directly or indirectly offer something to our business in return of some benefits. When a business is interacting with a range of diverse people in order to cater them all firm has to perform different activities and one of such activity is managing financial and accounting side of the business. Payrolls play an important function in every business, using this tool you have to develop schematic according to which you pay to your employees and it is one of the most prominent function that your human resource department performs. Furthermore, another function which requires an immense amount of effort is invoicing (charging customers), it is an area where business faces serious struggle. In the current business environment, a number of different software is offered by diverse developers to provide you a better
Competitive Advantages For Product Positioning
January 6, 2017
Article
Competitive advantage is a profit over competitors gained by offering customers great value, either through lower cost or by providing more benefits that justify their higher prices. To build beneficial relationship with target customers, marketers must understand the customers’ needs better than their competitors do and deliver more value to them. Furthermore, a company can position itself as providing superior value to its customers, it gains competitive advantage. But strong positions cannot be built on empty promises. If any company places its product as offering the best services and quality, it must then provide the promised quality and services to their customers. Thus, in fact, positioning initiates with differentiating the marketing plan of a company offer so that it will provide superior values to the consumers Marketers should think through customers’ entire experience with the company’s good and services if they want to know about differentiation. A smart company always
Useful Insights Of Magento Carts In VTiger
January 5, 2017
Article
Once there was a time when if you told your friends that you are going to buy to purchase a jacket online using the internet, they would have considered you as a fool and made fun of you, labeled you some kind of a lunatic. But now online shopping is a practice which changed the whole face of the world economy, in fact, because of an online sale and purchases the term of E-economy is introduced. The reason behind the success of online shopping is its benefits it can offer to the customers. Using the internet for purchasing products save you from the hassle of physically going to the markets, moreover, the range of variety that is available in e-markets is far greater as compared to the traditional stores. On the seller’s end it helps them to reduce their costs as there is no need to rent out or purchase
Impact Of Marketing Communications Mix
January 3, 2017
Article
A business’s total marketing communications mix includes the specific mix of personal selling, advertising, public relations, sales promotion, and direct-marketing tolls that the firm uses to pursue its marketing and advertising objectives. Marketing communications mix is also called promotion mix. The details of these five promotion mix tools are given below: Personal Selling Personal selling is the presentation by the sales force of the company for the reason of generating sales and building strong customer relationship. Advertising Advertising is a paid form of non-personal promotion and presentation of thoughts, products, or services by an identified sponsor. Public Relations Building excellent relations with the company’s different public by obtaining positive publicity, building up a superior co-operate image, and heading off or handling unfavorable stories, rumors, and events. Sales Promotion Sales promotions are short term incentives to promote the purchase and sales of a good and service. Direct Marketing Direct marketing is