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[…]

vtiger customization services

Vtiger Customization: Copy Event Description to Parent Comment

When your sales executive creates an Event/To-do related to a contact/quotes/sales order/invoice/leads/opportunity/tickets etc. on Vtiger and updates the description of the event, Automate SMB ensures the same description is automatically updated in the comments section of the related contact/quotes/sales order/invoice/leads/opportunity/tickets etc. This Vtiger Customization reduces the repetitive task of updating the details separately under different sections.[…]

Vtiger TimeSheet Extension

Cost: 200 USD Compatibility: 6.x/7.x     Vtiger TimeSheet Extension registers the time slots spent on a Project Task or Ticket. This helps to gain control over the time and effort spent by Staff on various Tasks and Tickets. How to Create a TimeSheet Once you create a Project Task or Ticket, for every activity[…]

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