Vtiger 7 Feature: Tags or Picklists? Manage Your CRM in the Best Way

Picklists and tags contribute the same data to your CRM, but which option is more consistent and useful? In short, we believe picklists create a better data structure when used correctly and allow effective marketing, workflows, and business flow processing. A detailed comparison is in the attached chart. Tags may be more likely to subvert […]

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When workflows misbehave

You might find yourself scratching your head when trying to create a workflow. Me too. Now and again there’s something I come across with no solution on the user level… but users don’t generally know its not their fault! They get stuck in the mud trying to solve the unsolvable problem of “Why won’t this filter condition let me […]

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Vtiger Setup for Franchisees

Worked with a company to set up vtiger for a company that uses a franchise ownership setup. Here is what we did to help them user vtiger to support their operations: set up permissions in Vtiger so the franchisees could not see each other’s data we helped them with Vtiger reporting and Vtiger dashboards so corporate can have a global view and […]

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