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 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 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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