If you and your organization use one of the best email manager Mozilla’s Thunderbird, there is a great deal of options in Vtiger 7 for you. Vtiger 7 Thunderbird extension allows attaching emails to leads & contacts, import/export contacts and create records in Vtiger CRM from thunderbird.
The information between Vtiger CRM and Thunderbird can be easily harmonized with Thunderbird extension of Vtiger. With this extension, you can:
Create new contacts
Create new leads
Add new contacts or leads from thunderbird address book to Vtiger database
And lot more. And all of these features can be availed without even the necessity to log in to your Vtiger 7 account.
The extension is designed for high tech business email administration and its features are not limited to those described below.
Ability to Auto-login to CRM.
Select desired email in your Thunderbird, and attach it to either lead or a contact in your Vtiger CRM. You can also edit email content before attaching email.
With an email received in Thunderbird, create a new lead or contact right from your inbox.
Synchronize the contacts between Vtiger database and Thunderbird by importing contacts from Vtiger Vtiger CRM into Thunderbird and exporting Thunderbird address book contacts as contact records in Vtiger 7.
With a simple procedure, you can develop new leads from the contacts in Thunderbird address book. The lead will be created in your CRM account for future reference.
Note! You must have administrator privileges on the system.
To download the extension, click on this link. The downloaded .xpi file then needs to be installed. Follow these steps to install Thunderbird extension by Vtiger:
Open Mozilla Thunderbird
Click on Tools| Add-ons
Press the Settings button at the top right corner
Select the option Install add-on from file
Now select the path of the .xpi file downloaded before.
Simply restart the email client and the extension is ready for the use.
There are a number of features available for use in the Vtiger 7 extension for Thunderbird. But the initial configuration is required before everything goes live. The set-up is pretty simple to configure.
To log into Vtiger 7 extension:
Press Vtiger CRM Configuration in Tools
Enter the User Name and Access Key of the ID
Note! Your access key is unique and can be found and used only in and for your ID. It is available in First name drop-down → My Preferences.
Submit the unique URL of your Vtiger 7 account. It is the URL that is displayed in the address bar when you are logged into your Vtiger CRM account. You’ll just have to copy it till od1.vtiger.com