Vtiger Customization

Vtiger Customization : Managing Cost of Products offered by various Vendors

Vtiger Customization Overview This Vtiger Customization was requested by many of our clients who frequently purchase goods from various sources and  require to manage the cost of products offered by Vendors. This way they could choose the most feasible and beneficial Vendor while planning their Supply Chain. Also since this vtiger customization allows to auto-pick the[…]

Vtiger Tips and Tricks: How to setup Picklist Dependency?

What is a Picklist  field in Vtiger CRM? Picklist is a dropdown field with list of options available, within which, only one option can be selected. In Vtiger, you can show values in Picklist based on value selected in other Parent Picklist. For example, if you setup Picklist dependency between Picklist Country and Picklist State,[…]

Vtiger Customization

Vtiger Customization: Reading FAQs before Creating Tickets

Use Case: FAQs serves as knowledge base which users can refer to before creating a ticket. But users can skip reading FAQs and start creating tickets directly which stretches the turn around time. With Vtiger Customization, we can make it mandatory for users to check FAQs before creating a ticket. Overview: When you make FAQs[…]

Vtiger Email actions from Mail Manager

Once you have configured Mail Manager in Vtiger, you can perform different Email action like creating Leads, Contacts, Organizations, Case, Task, Event or an Opportunity from within your email. You can update existing records and associate Task, Event, Case etc with the record. You can also create and send emails directly though Mail Manager in Vtiger. How to[…]

How to Open Emails in Vtiger Mail Manager

You can configure your work email supported by Gmail, Yahoo, Hotmail etc. in Vtiger Mail Manager. This allows you to open emails in Vtiger, use all the functions that you want to use in your email without changing any window. Lets go through this step by step. Click on Mail Manager from the main list on[…]

Tips and Tricks: How to Create Filters in Vtiger?

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

Vtiger Customization : Company Discount Configuration

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[…]

Vtiger Twilio SMS Configuration

Twilio is a developer platform for communications- it is used to add capabilities like voice, video, and messaging to different applications. Vtiger Twilio SMS integration opens up a new channel for CRM users to reach out to the customers. How to configure Twilio SMS in Vtiger 7? Choose SMS Notifier Entity form the Support App. From[…]

vtiger extensions and integration

How to add custom field in Vtiger?

In Vtiger you can add custom field in entity modules [organizations, leads, quotes, products, contacts,etc.] of apps [marketing, sales, inventory, support, projects]. See the below image to understand what are entity modules and apps.       To add a custom field to Contacts entity module- First click on contacts and select Contacts Field &[…]

vtiger customization services

Vtiger Customization: Copy sum of approved quotes against an Opportunity into Opportunity amount field

When an opportunity accepts a quote and your sales executive updates this approved quote in quote details, we make sure that he doesn’t have to add this entry once again in opportunity details. Vtiger Customization with Automate SMB ensures that the accepted quote automatically gets updated in the opportunity details. If you have multiple quotes[…]

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