June

Why Businesses are Adopting CRM

June 18, 2021
Article
The usability and benefits of a CRM system cannot be denied. It helps the growing organization to manage their resources and time more accurately, that is why more and more firms are adopting CRM systems. Now, people are more aware of the wonders that technology can do. This sets the ground to adopt CRM systems, as it is a beneficial decision regardless of the type of business. In this article we will look at why businesses are adopting CRM and what makes the VTiger CRM system a solution that you need. The very first question that arises in the mind of the users is “how adopting a CRM system is beneficial for them?” In answer to this question, following are some reasons that will help you to understand the need of a CRM system Centralized data hub: Using the CRM, user can keep their data at one place. That makes

Office 365 Showing Special Characters in VTiger

June 17, 2021
Article
It is observed that sometime when an email is sent using Office365 outgoing server in VTiger 7 CRM it replaces some of the characters with special characters in the email. In this article we will show you how tackle the problem of Office 365 showing special characters in VTiger Note: To see the Office 365 outgoing server settings, kindly check this link    For example The email that is received to the user is showing additional special characters that were never included into the email This error is caused by the core Vtiger or office365 code. In case, you are facing this problem then you can resolve it using following information Make sure to while creating a new instance of VTiger Mailer, change PHPmailer encoding to the provided encoding in Config.inc.php * Constructor * Constructor */ function __construct() {                  + global $default_charset;                   parent::__construct();                   $this->initialize();                   +

Rearrange Related Lists and Blocks

June 16, 2021
Article
Related Blocks and Lists is a state of the art extension, that lets user add new blocks and lists in a module using Module Layouts and Fields. While adding a new block or list, system asks where to place the block/list. But, after some time user realize that they want to change the placement of the related block/list. It can be done using Detail View Layout in the Module Layouts and Fields. This article is realted to rearrange related lists and blocks using module layout Let’s take a practical example: A user created a new related block with the name of Vendors in the Contacts, at the time of creation it was placed in at the bottom of contact details after Profile Picture Now, user wants to place it next to the Basic Information. To do so, go to Settings > Module Management > Module Layouts & Fields (or use VTExperts’ Menu Manager for user-friendly interface) Select Detailed View Layout Locate the

Vtiger CRM Mail Manager

June 14, 2021
Article
Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Tickets and To Dos from the emails that you receive in your inbox. Should sender’s email id match with a record in vtiger CRM, you can perform more actions like, Attaching email, Adding To do, Comment and Ticket. Additionally, you can manage composing, replying, forwarding emails etc. In short, Vtiger CRM Mail Manager provides an excellent feature using which a user can create new records from the email and update the existing one.   Steps Configure Incoming Mail Server Go to settings and select Mail manager While accessing it for the first time, it will take you to the configuration page. From here user can configure the mailbox Once , user click on the configure mailbox, it prompts to select email provider to receive all

VTiger Sales Inbox (Email Solution for Teams)

June 11, 2021
Article
Managing shared mailbox is not an easy task. Managers find it difficult to assign emails with in a team and face different types of challenges. Using same mailbox can cause serious hassle and frustration to the managers. Email management tools allows to use a single point for communicating, while providing a quality customer care experience. The most common issue faced by the common mailbox users is multiple responses sent to the client via different representatives. VTiger Sales Inbox (Email solution for teams) allows to set up a mailbox where whole sales team can interact with each other and can see communication with the clients. Why to use email management tools The reason behind using an email management tool is that, user still benefits from the features of single point of communication. In addition to that your team members can also be integrated in the process of communication. Tools like tags,

Parse Email Attachments to the Vtiger using Email Parser

June 11, 2021
Article
Email Parser is one of the most advanced extension offered in VTExperts premium extension pack. This extension grabs data from the emails based on the mapped rules and parse it to the CRM. Email parser is basically an advance form of VTiger default email converter. Default features of email converter offers very limited functionality, to overcome this issue VTExperts developed email parser extension. One of such issue is, inability of mail converter to deal with the attachments that comes with the emails. For example, most of the time the email converter will not identify the attachments. Even if it scans the attachement, still it will not add is to the desired records. Parse Email Attachments to the Vtiger using Email Parser extension, it helps do save the documents that comes as attachements into the Vtiger CRM VTExperts Email parser VTExperts email parser also overcame this shortcoming of the mail converter

Adding Upcoming Activities Widget to the Dashboard

June 8, 2021
Article
Using the Vreports and dashboards, you can set up the upcoming events widget for all the user. At the main dashboard, you can add a shared upcoming activity widget and can also design seperate dashboards for different users and show the upcoming events related to that user only. Adding Upcoming Activities widget to the Dashboard, lets the user of the CRM check what activites are coming ahead, so they can better plan their day. Let’s take a practical example and see, How does it works. Using the admin user, I will create a dashboard for a user “Chris Garcia” and will set up an upcoming activity widget for the user that will show only the details regarding the upcoming activities for Chris Garcia Creating an upcoming activity report for the a specific user Go to Vreports and Dashboard and add a detailed report Configure the report and make sure to

VTiger 7 Standard Relationships Between Different Modules

June 8, 2021
Article
VTiger 7 standard relationships between different modules are shown in this article Relationships connect different modules and the working of the modules depends on the quality and quantity of these relationships. Like other CRM systems, VTiger also use different relations to connect the modules. Standard VTiger most commonly use three types of relationships which are as following One to One (1:1) : One record of a module is associated with only one object of other module One to Many (1:M) : One record of a module is associated with multiple records of another module Many to Many (M:M) : Multiple records of a module are related to multiple records of another module and vice versa Moreover, you can add custom relationships between two modules using Custom Module Builder extrension How to read the relationships from the table The first value in the relation is related to the module listed in

ERP VS CRM and Vtiger

June 4, 2021
Article
ERP (Enterprise resource Planning) and CRM (Customer Relationship Management) both are automated systems that are used to streamline and automate business processes. The difference between both the systems is areas of business where they are implemented. CRM is used to streamline front end processes of a business, while ERP is used to increase the efficiency of back end processes. Usually ERP covers alot more aspects then a CRM and in some cases the CRM used by organizations are actually a subset of their ERP. Vtiger is a great CRM system, but extensions make it more than a CRM system. This article analyzes, ERP VS CRM and Vtiger. This article analyzes, ERP VS CRM and Vwhere does Vtiger stands. ERP is used to manage overall business processes including supply chain, manufacturing, reporting, operations, human resource and accounting. It uses a centralize database to streamline the processes and workflows among the different departments of

How Vtiger Profile Scoring Helps

June 4, 2021
Article
Customers are the most important part of a business, but all the customers are not the same. Some customers are providing more business to the organization and some are just one time purchaser. Although every customer is important, but still some customers are more valuable to the organization as compare to the others. How do firm know which customer is more important as compared to the others, for this purpose VTiger CRM provides a very reliable tool named as VTiger profile scoring. Profile scoring is a great feature and in this article we will look at How Vtiger profile scoring helps and how effective it is What is Profile Scoring? Profile scoring is process of assigning scores to your customers to determine how important that customer is for your business? Customers and organizations are ranked on the basis of these profile scores. Using this feature, VTiger uses CRM records of

Generating Purchase Order from Sales Order

June 3, 2021
Article
It is a very common business practice that, whenever a firm receives a Sales order, on the basis of that sales order they generate a purchase order for their vendors (usually with the same product and quantity). VTiger 7 also supports this function and provide an option to generate a purchase order for every sales order in the system. Generating Purchase order from Sales Order makes the process of ordering inventory much simplies and more efficient in Vtiger CRM Moreover, if you need advanced features in the sales order and purchase order module, then do check Item Detail Customizer extension Generating Purchase order from Sales Order To generate the purchase order for a sales order, select any Sales Order, click on more and select the Create Purchase Order option ins a sales order   Example We will take a practical example to explain it in detail Lets generate a sales order of 20 wallets.

Adding Custom Modules to Email Marketing Extension

June 3, 2021
Article
Email marketing automation helps to make marketing campaigns more effective and efficient. One such feature is including custom modules in email marketing campaigns. Adding Custom modules to Email Marketing Extension offered by VTExperts increase the usability and potensiton of the extenaion by alot. To use custom module in conjunction with Email Marketing automation can do wonders. Follow the below mentioned procedure, as a result you will be able to add a custom module into email marketing campaign. Step 1 : Configure the Custom Module through extension settings Go to CRM settings Go to Extension pack list and choose “Email Marketing” Enable the desired Custom Module from configuration.Here we are adding Custom Contacts (Custom module) to the email markting extension. You can create a custom module using custom module builder extension Press the “Add modules” button After adding the custom module to the email markting extension, through configuration. Now, we will

Rearranging Different Modules in Vtiger

June 2, 2021
Article
VTiger CRM gives its users liberty to change the order of related modules. Sometimes, to access a related module, users have to click on more options and then select it. So, to make the access to the related module easy, admins can change the order of related module. Rearranging different modules in Vtiger can be done using “Module Layout & Fields” For example, a user wants that in their CRM, whenever he opens Contacts module, the relationship of Contacts with Tickets is prioritized. It might be possible that to access the Tickets through Contacts, one have to click more and then select the tickets. But now, the user wants to place the tickets before any other module. e.g. in this case the user wants to place tickets before documents. To do so, user have to change the relationship order with that specific module through Module Layout & Fields. In this case, we

Currency Management in Vtiger CRM

June 2, 2021
Article
usiness that are operating around the globe face a number of different challenges, from procurement to delivery of final product, everything became a bit more complex. Another major problem that such businesses face is currency conversion. It is very important to understand that when you sell a product or service globally, then you have to encounter multiple currencies. The currency that you will be accepting depends on the location from where you are receiving the payment. So, it is necessary that your CRM system accounts for multiple currencies. Currency Management in Vtiger CRM is much easier as compared to other CRM systems, because of its ease of use and great interface. Usually, all the CRM systems provide support to some level of multiple currency dealing, but mostly it is not sufficient and cause limitations in operations. So, while choosing the CRM for your business, keep this aspect under consideration if