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Calculate birthday and send email in Vtiger 7.4

January 11, 2022
Article
VTiger 7.4 introduced some new email actions functions, one of them is substring. Using the substring function, now user can calculate birthday and send email in Vtiger 7.4 using workflow. Let’s take a look at how user can calculate a records birthday and send an automated email with birthday wishes to that client. In order to do so, first you have to create three more fields in addition to the default Birthday field 1- Date of birth: This fields shows the actual date of birth of the contact 2- Today – Month Date:  You have to create a text type field, that will show current month and todays date 3. Birthday – Month Date: You have to create a text type field, that will show the birthday month and date 4. Is birthday today: This is a text field, whose value will be either “Yes” or “No” depending if its

Advantages of using Google maps in Vtiger

July 31, 2021
Article
It is demand of current business environment that the products and packages should be sent to the destination without any delays. Now, customers do not wait for days to get their packages delivered. Instead they will start looking for some other vendor, who can deliver the product faster. So, the companies are making their processes of geographically locating their customers more and more streamline. That is why,  it is very common to see the use of google maps in the crm systems. Google maps integrated into the CRM helps in removing the uncertainties, when it comes to the locating of the opportunities and contacts geographically. The list of advantages of using google maps in Vtiger is a long one. But the benefits it can yield for the sales and marketing teams are worth mentioning   Advantages of Google maps Improved Marketing strategies: Plan your marketing strategies based on geographical locations

vTiger Customer Portal Demo

July 11, 2014
Article
Customer Portal VTiger Customer Portal is a controlled, private, and secure platform that allows your customers to interact with their related records in CRM as well as your team. The Contacts and Organizations can access their tickets, invoices, assets, product details and order information, calendars, and what not. It also allows the Portal users (Contacts and Organizations) to easily search, view, and edit their relevant information in the VTiger CRM. The Customer Portal also enhances customer relationships by providing access to complete and up-to-date information 24/7. The Customer Portal is convenient and relevant – it contains everything that customers need in one place online. Through the well-designed customer portal, we provide customers only to access to the modules and records that is needed. Features of Customer Portal Here is a list of some of the most prominent features of VTiger Customer Portal: Controlled and secure access to Customer data from
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