Vtiger 7 Feature: Generate Purchase Orders from the Invoice Record

Streamlining Business Processes with Vtiger’s Automated Purchase Orders In the dynamic world of CRM, efficiency and automation are key to streamlining business processes. Vtiger CRM, a versatile tool for managing customer relationships, has made significant strides in this area, particularly with its capability to create purchase orders automatically. This feature, an integral part of Vtiger […]

Vtiger Customization: Complete Invoice PDF Description Directly through Vtiger Module

With an easy-to-use “Add Comment” button on the Sales Order module, our client can add a description to invoice PDFs (see image).  Now, their invoice PDF is complete without having to leave Vtiger and they avoid having to add the description manually.  This capability mimics the comments function from other products, such as Quickbooks.   Contact us to […]

Vtiger Customization: Automatically Convert Currency on Invoice

Our client has a wide range of customers from around the world who use different currencies.  This made invoicing a difficult process where our client had to change the price on each individual invoice. To automate this process, we created a tool that: Converts the currency price on the invoice through the use of a pick […]