Vtiger Training: How to Set Up a Workflow

Built-In Workflows Workflows provide a powerful way to reach your customers,  support your customers, and set internal reminders with automated protocols.  You can set any conditions (If X, then Y) to achieve varying work tasks. Examples of How Workflows are Used: Trigger email / text follow-ups to an original email / text Send an email/text follow-up […]

Tips for Vtiger Email Templates

Users who wish to create visually appealing Vtiger email templates often experience frustration as they attempt to apply styling to their templates. This is especially true of common business documents that use complex grid layouts, such as Purchase Orders. The WYSIWYG editor available in stock Vtiger is a fine tool but often simply falls short of […]