Small Businesses Now Using the Mobile Process for Field Service + Digital Signature Example

Do you work on the road visiting different sites or houses?  If you do, then you know transferring information is a long process that causes double the work effort to enter the data. It can look something like the following chart: Make this process can quicker and more accurate with a few mobile Vtiger capabilities.   From large […]

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Vtiger Feature: What Are FAQs and How To Use Them?

FAQ (Frequently Asked Questions) in Vtiger contains the answers to common client issues and keeps them in a centralized location.  This allows the support staff to reference the FAQs and quickly reply to a customer who has a common question.  Then, customers leave this interaction with a positive opinion of the assistance they received.   One extremely important […]

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Vtiger Customization: Improve Password Security

Overall, we think Vtiger is a great piece of software that provides tremendous value to its users.  However, it should be noted that the password security is not as great as the rest of the CRM.  Here are some of the issues we have noticed: “Forget password?” button in standard Vtiger does not work – while there is a link […]

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Vtiger 7 Feature: New Modules with Summary View

Summary view gives you the ability to quickly assess your records in Vtiger, and you can tailor them by picking key fields that make sense for your company.  (Learn how to modify the key fields by reading this post.)  Summary View in Vtiger 7: Every module that contains a summary view will also have the “Eye” icon […]

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Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields

Key Fields are shown at the top of the summary view in most module records.  This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more.   “Key Fields” section in an Organization Record:   It is simple to personalize what fields are shown.   How to Set It Up: Go to the following location Settings > CRM Settings […]

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Vtiger Customization: Automate Your Appointment Schedule Process

Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process.  The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves.   A link is in the email, and once clicked, it brings up a representation of their calendar […]

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Vtiger Widget: Quick View of Key Metrics

If you are not currently using the key metrics widget on your Vtiger dashboard, consider adding it as soon as possible.  Your CRM is meant to help your business run efficiently and this handy widget tracks how your business is doing overall by displaying current data. Examples of some live count metrics to keep track of: […]

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