Link Assets to Tickets in Vtiger

Scenario: You’re creating a trouble ticket for an organization for which you provide support and supply hardware. You have an asset list of the hardware that you’ve sold to this organization all crisply ordered with serial numbers and sell dates. Wouldn’t it be great if you could link those assets to trouble tickets so that your support […]


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 […]


Vtiger Customer Portal Enhancements

A client of ours deploys equipment to retail store locations.  The stores are setup as Member Of Organizations linked to a Parent Organization.  Often, a regional manager for the retailer is the main user of the customer portal.  Here is how we helped them improve the vtiger customer portal experience for their clients. Manager can […]

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