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:
And lot more. And all of these features can be availed without even the necessity to log in to your Vtiger 7 account.
Learn more: Our new extension Corrensa is available with same features for Gmail, Outlook, and Office365.
The extension is designed for high tech business email administration and its features are not limited to those described below.
Note! You must have administrator privileges on the system.
Read about how you can Create Leads and Contacts, and manage Vtiger database from Gmail with our Corrensa for Gmail extension.
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:
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:
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.
Heads up: Corrensa for Outlook is an easy to use plugin to synchronize data between Vtiger CRM and Outlook.
Just like all of the extensions and Vtiger 7 itself, thunderbird extension by Vtiger is also highly customizable. Below are the mentioned customizations available in the extension:
To begin the modifications, follow this path:
Note! To remove the icons on toolbar, follow the same path provided in the first step above and use the Restore Default Set option.
Attach an incoming or outgoing email present in Thunderbird to a Lead record or a Contact record in Vtiger 7. This undoubtedly opens new possibilities in business development.
The process is simple:
Note! You can also click on Edit Message tab in the popup to edit the email content before attaching it to Contact or Lead record.
This feature gives you the flexibility to create new records in Vtiger CRM through emails in your Thunderbird without having to log into Vtiger CRM.
The textbook protocol to generate a new Contact or Lead record in Vtiger database is given below:
There are multiple options and operations that can be performed on the contacts of your Address Book in the email manager.
With this function, you can transfer all of the Vtiger 7 contacts from the database to the Address Book of Thunderbird. The step by step procedure is explained here for your ease of use:
Just like importing, the Contacts can be exported from the Thunderbird Address Book to Vtiger database. The procedure is pretty much same as importing the contacts:
Yes the record can be imported or exported in group, but there may come the requirement of creating a single new Lead or Contact. The extension provides this functionality as well.
The method is simple: