Tips and Tricks: How to Create Filters in Vtiger?

Posted on November 29, 2017December 5, 2017 by Automate SMB

Create Filters in Vtiger With Vtiger CRM you can create list of filtered records in a module. You can do this by adding conditions used to filter a set of records in a module. For instance, you can quickly filter the records in a particular State and assign the records to your Sales Agent in[…]

Vtiger Customization : Company Discount Configuration

Posted on November 29, 2017December 7, 2017 by Automate SMB

Why do you need Company Discount Configuration? In B2B transactions usually fixed discounts are allocated for various companies for different products. If there is an automated process which picks up the discount and automatically adds it to the Invoice/Quote for the Product, the whole process will become a lot more manageable and smoother. With Vtiger Customization, once[…]