Notifications/Reminders

VTExpert’s advanced automation tools.

January 16, 2023
Article
CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced

Customize Notifications In VTiger 7

October 15, 2018
Article
Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.   How to Customize Notifications Click on “Bell” icon.  Click on the Notification to customize it.  In Notification tab. Click on the “Edit” icon.  You can customize the description and the status of the notification.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

Create Notification When Record Has Been Updated In VTiger 7

October 4, 2018
Article
Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.   How to Create Notification Create a new workflow.  Add workflow name. Enter its description. Select the module for the workflow. Select the condition on which workflow will be triggered.  Select the field for which you want to get the notification and its condition.  Add an action. Select the module for the record creation.  Click the “Bell” button (symbol for Notifications) in the top bar of the CRM. You will see the notifications menu.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.