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FAQ

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Most common Vtiger CRM Questions

 

Vtiger CRM is an open-source Customer Relationship management software. Vtiger enables business to manage their sales operations, marketing processes, customer relations and team management tasks increasing business productivity and workflow. With every new version Vtiger add modern and up-to-date features to its long list of features and functionalities.

It allows you to integrate third party tools, customize the layout, add powerful extensions with the basic Vtiger Software to enhances its capability. In today’s world, a CRM software is an essential for growing businesses. Vtiger is the most reliable and affordable option for a CRM software.

Vtiger offers a number of interesting features for businesses to manage their customer relations, sales processes and other management tasks efficiently. Vtiger services are the services provided by Vtiger Service Providers

VtigerDEV is a leading Vtiger Service Provider offering a wide rang of services for your Vtiger CRM. Here is a list of Vtiger Services we provide at VtigerDEV:

  1. Extensions: Extensions are the additional plug-ins that increase the capability and functionality of Vtiger.
  2. Integration: Vtiger allows you to integrate it with other tools and software for better working experience and streamline sales processes and tasks.
  3. Support and Customization: Vtiger is a customizable software that can be tailored to meet your business needs. VtigerDEV offers Vtiger support and customization services to empower your business management.
  4. Hosting: Hosting is a process of installing and running Vtiger CRM. Proper training and careful measurements are required to achieve a successful hosting.
  5. Training: It is important to learn Vtiger’s concepts and standards to make the most out of it.
  6. Upgrade and Migration: Upgrading your software to the latest version is essential to take the most advantage out of it. Migration is another Vtiger service which involves transferring your files and data from one place to the other.

We at VtigerDEV study your business strategy and growth and suggest the best management plan for you. With our team of expert developers and well-trained employees, we are dedicated to serve the best to our customers. Every business is unique and every business needs different strategy to manage their customer relations and sales operations, VtigerDEV customize Vtiger CRM according to  your company’s unique needs and requirement. We ensure to deliver you the finest Vtiger services at the most affordable and flexible pricing packages.

The easiest way of doing is this that

=Create a backend handler program: Develop a program or script in a programming language of your choice (such as Python, PHP, or JavaScript) that can connect to the VTiger CRM backend.

Implement the time-based condition: Within the backend handler program, add the logic to check if the current time meets your desired condition (e.g., divisible by 15 minutes).

Define the actions: Specify the actions you want the backend handler to perform when the condition is met. These actions can include triggering the workflow or executing specific tasks within the VTiger CRM system.

By implementing this approach, the backend handler program will independently check the time condition and execute the desired actions without relying on the VTiger workflow's trigger frequency. This way, you can achieve the desired behavior of running the workflow or performing specific tasks within the specified time intervals.

For this, you will need to make the necessary changes. Firstly, you will have to modify the database configuration to allow the item table to be optional by enabling null values for the relevant columns. This will ensure that you can create invoices without having to include items if they are not applicable.

Additionally, you will need to update the back-end functionality responsible for creating new rows in the item table. This will align with your requirement of making the item table non-mandatory.

If you have any further questions or concerns, or if you need assistance with these modifications, please feel free to contact our dedicated support team at support@vtdevsolutions.com. They are available to assist you.

Yes, VtigerDev.com can provide customizations and enhancements to address specific problems in Vtiger CRM. They specialize in Vtiger CRM development and have expertise in customizing the CRM to suit the unique needs of businesses. Whether you require modifications to existing features, the development of new functionalities, or integration with other systems, VtigerDev.com can help.

Their team of experienced developers can analyze your specific requirements, propose tailored solutions, and implement the necessary changes to address the problems you are facing with Vtiger CRM. They have in-depth knowledge of Vtiger CRM's architecture and can extend its capabilities to meet your business needs effectively.

By leveraging their expertise and experience, VtigerDev.com can provide customizations and enhancements that optimize your Vtiger CRM instance, streamline processes, and improve overall efficiency and user experience.

To change the logo on the customer portal in Vtiger CRM, please follow these steps:

  1. Log in to your Vtiger CRM admin panel.
  2. Navigate to the "Settings" menu.
  3. Click on "Customer Portal Settings" or a similar option that pertains to the customer portal configuration.
  4. Look for an option related to branding or logo settings for the customer portal.
  5. Click on the logo upload or change button.
  6. Select the new logo file from your computer.
  7. Ensure that the logo file meets the specified dimensions or size requirements, if any.
  8. Click on the "Save" or "Apply" button to save the changes.

Once the changes are saved, the new logo should be updated and displayed on the customer portal of your Vtiger CRM.

 
Reports creation

To create custom reports and dashboards in Vtiger CRM, please follow these steps:

  1. Log in to your Vtiger CRM admin panel.
  2. Navigate to the "Reports" section or a similar option where reports are managed.
  3. Click on "Create New Report" or a similar button to start creating a new report.
  4. Select the module for which you want to create the report (e.g., Leads, Contacts, Opportunities).
  5. Choose the desired fields and criteria for your report. You can select fields to display, filter conditions, grouping, and sorting options.
  6. Define the report format, such as tabular, summary, or matrix.
  7. Optionally, you can add charts or graphs to visualize the report data.
  8. Save the report and provide a name and description.

 

Dashboard Creation:
  1. Log in to your Vtiger CRM admin panel.
  2. Navigate to the "Dashboards" section or a similar option where dashboards are managed.
  3. Click on "Create New Dashboard" or a similar button to start creating a new dashboard.
  4. Choose a layout for your dashboard, such as one-column, two-column, or three-column layout.
  5. Select the components or widgets you want to add to your dashboard, such as reports, charts, key metrics, or custom modules.
  6. Configure the settings for each component, including the report or data source, filters, and display options.
  7. Arrange and resize the components on the dashboard to your desired layout.
  8. Save the dashboard and provide a name and description.

Once saved, your custom report or dashboard will be available for you and other users in Vtiger CRM to access and view the relevant data and insights. You can also edit or delete these custom reports and dashboards as needed.

Yes, Vtiger CRM offers mobile apps that allow you to access and manage CRM data on the go. The mobile apps are designed to provide a seamless experience and enable users to stay connected with their CRM activities from their mobile devices.

 

Here are the key features and benefits of Vtiger CRM mobile apps:

  1. Mobile Accessibility: The Vtiger CRM mobile apps are available for both iOS and Android platforms, making it convenient for users with different mobile devices.

  2. Real-time Data Access: You can access real-time CRM data, including contacts, leads, opportunities, tasks, and more, directly from your mobile device.

  3. Efficient Task Management: You can create, update, and track tasks, appointments, and events on the go, ensuring you never miss important activities.

  4. Contact and Lead Management: Easily manage and update contact and lead information, add new contacts, and track their activities, ensuring accurate and up-to-date data.

  5. Collaboration and Communication: Stay connected with your team members through in-app messaging and collaboration features, facilitating smooth communication and coordination.

  6. Notifications and Alerts: Receive push notifications and alerts for important CRM updates, such as new leads assigned, task reminders, and activity updates, keeping you informed at all times.

  7. Offline Mode: The mobile apps offer an offline mode, allowing you to access and modify CRM data even when you're not connected to the internet. The changes are synced automatically when the connection is restored.

  8. Customizability: Customize the mobile app layout, views, and preferences according to your preferences and workflow requirements.

To get the Vtiger CRM mobile app, you can search for "Vtiger CRM" in the respective app stores (Google Play Store for Android or Apple App Store for iOS) and download the app onto your mobile device.

  1. Vtiger CRM is available in both cloud-based and on-premise versions, allowing you to choose the deployment option that best suits your business needs and preferences.

Yes, Vtiger CRM provides extensive customization options. You can tailor the CRM system to match your business processes, create custom modules, fields, and workflows, and personalize the user interface to meet your specific needs.

Yes, Vtiger CRM offers mobile access through its mobile app. It allows you to access and manage customer information, track activities, and stay connected with your team while on the go.

VtigerDev.com provides comprehensive customer support for Vtiger CRM. They offer online documentation, knowledge base articles, tutorials, and community forums to assist users. Additionally, they provide technical support through email, chat, or phone to address any specific queries or issues.

Steps to clear Cache for FAQ

Clearing the cache means that you are removing all the data and files in the cache memory this helps in improving the performance and enhancing the workflow. Vtiger has a cache memory to store temporary data for quicker access.

To clear the cache memory within your Vtiger 7 follow the following easy steps:

  1. Login to your Vtiger CRM
  2. Go to the main menu. Click on “Settings” and select “CRM settings”.
  3. Now go to “Cache Management”.
  4. Here you will many cache management options. To clear the cache click on the “Cache Clear” Button.
  5. The cache data will be removed and you will receive a confirmation message.

Yes, vTiger CRM provides tools and utilities to facilitate data migration from other CRM systems. The process may vary depending on the source CRM and the complexity of the data.

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