vtiger emails – VTiger Experts

Enhance Vtiger’s productivity with VTExperts

Salman Siddique — Mon, 17 Apr 2023 12:07:16 +0000

Productivity is an important aspect of any organization or individual. It allows measuring the work efficiency within a designated timeframe to achieve the maximum possible output. In this article, we will check how can you enhance Vtiger productivity with VTExperts. We live in an era where digital productivity is a booming concept. Let’s get ourselves familiarized with digital productivity tools first. Digital Productivity tools Digital productivity refers to the deployment of digital tools and technologies to improve a team’s efficiency and efficacy in fulfilling tasks and achieving goals. This involves leveraging technology to streamline workflows, automate repetitive tasks, facilitate remote collaboration, and access information and resources more efficiently. By realizing the potential of digital tools, individuals and organizations can optimize processes, minimize resource utilization, and achieve their goals with increased productivity. Moreover, digital productivity tools are cost-effective and easy to use. You can also check Productivityist, if you want to

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VTExperts tools to help admins better manage Vtiger CRM

Salman Siddique — Thu, 01 Dec 2022 13:28:06 +0000

The system administrator is one of the most in-demand roles in the IT world. He has access to all the records of the CRM system. The primary duty of the CRM administrator is to maintain the integrity of the CRM system and ensure that the system is up and running. Vtiger CRM system provides some basic instruments, to help system administrators to better perform their duties. In this article, we will look at some of VTExperts tools to help admins better manage Vtiger CRM. First of all, we will go through some major responsibilities of a system administrator Responsibilities of the System administrator Make the system secure: On the prominent responsibility of a system admin is to make the system secure from any type of data breaches and hacking attempts. Setting up firewalls is also a part of making the system secure Preparing a contingency plan in case of system

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How Vtiger CRM assists in Sales

Salman Siddique — Wed, 03 Aug 2022 13:31:25 +0000

In current corporate sector, CRM platforms are considered basic necessity for firms to manage their key functions. CRM helps to manage operations for almost every department. In this article, we will focus on the fact that how Vtiger CRM assists in sales process. As we know that Sales is one of those departments of a company that helps businesses and firms to grow. Sales department needs precise data to generate achievable goals. CRM helps to increase the proficiency of sales operations and generate revenue. Following are some of the advantages of using a CRM system for sales purposes. Advantages of using CRM for sales 1- CRM helps to boost the overall sales activities: With the help of CRM, you can check the past behavior of certain target audience. By utilizing the information created from raw data, you can easily recognize the interests and needs of your customer. Once you know

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How to make emails avoid going to spam

Salman Siddique — Wed, 13 Jul 2022 13:10:36 +0000

Emails are an integral part of Vtiger CRM. Vtiger can also be used to send out email campaigns using VTExperts Email marketing extension. A very common issue that email marketers face, is that the emails they send out in an email campaign are landed in the spam folder most of the time. In this article we will learn what causes your emails to land into junk folder and how to make emails avoid going to spam. Why emails land in Spam box There are a number of different factor which causes emails to land into the spam folder. Lets look at some of the most prominent reasons behind it Make sure that you have permission/authorization to send email to contacts you are incorporating in email marketing campaign. Do not buy the list of email addresses to use in you email marketing campaign as it can put you on risk of

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Email Conversation/Preview Extension For VTiger 7 – New Release

VTExperts — Mon, 12 Nov 2018 14:58:46 +0000

The standard view of emails in VTiger is quite uneasy to use. Every single email gets showed up in the related emails section. Information regarding emails is displayed in columns. If you need to view an email – you click it and it pops up, so far so good. But next email requires closing the current one and opening it which is quite irritating. But you know that already, right? What’s new in the market is the Email Preview/Conversation extension for VTiger 7 open source, which transforms “simple” email list into conversation view. The view is very easy to read and includes email message on the list, meaning that you don’t need to open email to see the response. In addition, it differentiates emails from customers versus VTiger users by highlighting the background and adding divider borders. The plugin is configurable, where you can define how many characters

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Email Marketing/Campaign Extension For VTiger Supports Resubscribe Contacts

VTExperts — Fri, 09 Nov 2018 21:58:25 +0000

Email Marketing Automation/Campaign is an extension for VTiger 7 that transforms VTiger into sophisticated email marketing/campaign tool. It includes a step by step wizard, easy to use “marketing list” (to load contacts/leads/organizations), review & send + confirmation/summary view that shows exactly what and when is going to be sent. In addition, it supports batch sending, meaning that you can schedule emails to go out over 15, 30, 60min instead of sending them all at once. The tool comes with #1 open source email builder to design modern campaigns. As the extension allows the receivers to unsubscribe from the email lists, according to the latest user right laws and GDPR restrictions, the tool is no less than any modern and fancy email marketing tools. Now we have added the ability for system admins to Re-subscribe the unsubscribed users. This helps for the addresses where you see client being interested

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VTiger 7 Customer Portal Customization: Set Portal Password

VTExperts — Thu, 05 Oct 2017 12:03:15 +0000

VTiger comes with customer portal (which you need to install separately – instructions here). It has most of the functionality a robust portal would need – access to contact details, invoices, quotes, tickets, documents and much more. In order to enable customer portal for the customer, you currently need to go into contact record, scroll down to “Customer Portal Details” block and check the “Portal User” field. This will trigger an email to be sent out to the customer with link, username and password. We had a request to manually create password instead of having the system generate one, so we added a “Portal Password” field, which is masked by ********** and the actual password is only shown when switch (on/off) is clicked. It also only allows certain users to view the password. This is also used to reset the password, all the user has to do is

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VTiger 7 Workflow Customization: Set Scheduled Activity/Task Start Time XX Minutes from Current Time

VTExperts — Tue, 03 Oct 2017 11:56:35 +0000

VTiger has a very flexible and powerful workflow/automation capabilities. Utilizing VTiger workflows, you can automatically schedule activities, tasks, send emails, updated fields, create records, invoke custom functions and much more. As we were working with automatically scheduling activities, we realized that there’s no way to set dynamic start/end time of the event/task. This mean, that every time there’s an activity created via workflow – the start/end time will either be “the time activity was created” or you have to preset the time to be e.g 8:00am. One of our customers have a very strict SLA/change management process, which requires activities to be created right away and the start/end time set based on the time of the creation, meaning that “Start Time should be 60 minutes from now”. We have customized VTiger workflow actions (Add Task & Add Event) and added a new field next to “Start Time”, which allows

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VTiger 7 Customization: Contact Relationship & Referral Management

VTExperts — Mon, 02 Oct 2017 13:22:29 +0000

VTiger does not currently have any way of managing relationships between two or more contacts, meaning that you can not link 2 contacts and set relationship as “Spouse”, “Husband”, “Referral” or whatever it might be. We have designed a module that allows exactly that. It was built in a way where it does not modify any of the core files and is completely independent, compatible with workflows and reports. It’s a custom module that has 2 contact lookup fields, one for primary person and the second for the secondary contact. There are also 2 fields to select relationship as well as description fields for any additional details. It can be used in variety scenarios, such as family relationships, referrals, hierarchy, custom assignment and many more. That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.

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VTiger 6 Customization: Customized Email Templates with Sharing/Permissions + Workflows

VTExperts — Mon, 25 Sep 2017 12:13:03 +0000

VTiger has built-in email templates, which can be used in workflows as well as sending emails from the CRM. For most businesses standard vtiger email templates are sufficient as they provide ability to quickly send templated emails. We received multiple requests regarding the permissions/sharing as well as workflow capabilities that related to email templates. In standard VTiger you can not share or restrict a user/group/role from accessing certain email templates, which makes it difficult to use them for business with multiple departments. To overcome that, we customized email templates to support sharing/permissions where you can select users/groups/profiles/roles and assign them to the email templates. This layer of permissions really helps to separate the departments and restrict visibility in certain cases. Next, since templates can be used in workflows, and some of the templates are created for workflows only – it wouldn’t make sense to see them when sending regular

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