Scheduler

Inventory management in Vtiger CRM

March 23, 2021
Inventory management in CRM
Article
Inventory is a major component of product based businesses. Mismanagement of inventory can cause huge losses both in term of reputation and monetary value. There are numerous instances when business loss huge sum of money because of inventory mismanagement. Inventory management is one of the biggest challenges faced by the expanding businesses. For example, a local sports goods business expanded and opened a new branch in another city. Now they have inventory stored in multiple locations which is being sold in two different cities. So, with the expansion, managing inventory also became complex and if not handled properly can cause serious troubles. VTiger CRM provides comprehensive inventory management tools, in the shape of its inventory add on. Following are some of the disadvantages of poor inventory management Overstocking/Understocking: Poor inventory management causes overstocking. If you do not know how much quantity of a product should be ordered, it is very

VTiger and Collaboration in Digital World

March 15, 2021
VTexperts empowering collaboration in VTiger
Article
Collaboration is one of the deciding factor weather an organization will perform as a team or not, It is an integral part of successful organizational culture. In organizations different tools and exercises are carried out in order to improve the collaboration among the individuals. Therefore, organizations that use collaborating tools more effectively gain a competitive advantage on others. Similarly, digital business environment as well, collaboration is a must have skill in the digital world. CRM systems like VTiger  are providing a list of tools to improve collaboration in digital world Following are some of the advantages of good collaboration in digital world Better problem solving, with improved collaboration individuals can more freely help each other by sharing their ideas and view and it results in better problem solving for all of them Faster and better learning experience. when people collaborate with each other they learn more and the quality of

Schedule your meetings using VTiger Appointments

March 3, 2021
Vtiger meetings
Article
Meetings are an integral part of daily business interactions in the form of business meetings, job interviews, medical check-ups and even for a casual meet up. That is why an appointment scheduler is becoming a critical part of our business and personal life. Appointment scheduler helps organizations to be more productive, organized and punctual. On top of that it makes sure that you have good enough time to prepare for your upcoming appointments by alerting beforehand. Schedule Meetings using VTiger, as its appointment tools is one of the best meeting scheduler feature provided by any CRM system. Appointment scheduling is one of the most recursive task , that you sales and support agents have to face on daily basis and sometimes create a-lot of hassle for the staff members. A sales agent have to schedule a meeting with a promising lead,  so he checks at what time he is available and

Customize Text On Calendar Tiles In VTiger 7

February 15, 2018
Article
We enhanced standard VTiger calendar by adding a Job/Work Scheduler view. This allows users to see events assigned to each user without them overlapping onto other users/hours. Tile/Box text is configurable + unique colors can be assigned based on status (also configured by user). How to customize text on calendar tiles Click on the “Calendar” icon on the top right corner of the screen     Select “Job Scheduler” and and click on the “Settings” button.     Click on “Click here to configure tile & hover text“.     Click on the “Edit” button.     Here you can put any text or select form the fields that are related to this activity or task.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.