Come Disinstallare un modulo su vTiger

vTiger ci offre la possibilità di installare tantissimi moduli nel nostro sistema che ci servono per la nostra azienda, sia moduli commerciali acquistati da terze parti o moduli sviluppati da noi stessi.  Abbiamo la libertà di installare tutti i moduli che vogliamo, senza limiti. Però se abbiamo un server che ci consente solo fino ad … Continue reading Come Disinstallare un modulo su vTiger

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Getting Prospects to Keep Their Appointments

Guest Article from Referral Minute Subscriber Joe Soriano Joe didn't intend this to be an article. He was just responding to a recent Referral Minute. I turned his response into this week's message. Every rep in our office is expected to make a certain number of appointments per week. One ratio that is looked at … Continue reading Getting Prospects to Keep Their Appointments

MAR 8 Location Based Services – The Future Way of Doing Business!

The current trend of making use of electronic commerce and global business has put the importance of the clients' location into a shipping-necessary level. Indeed, this is a very powerful piece of information if you know how to organize it well in your CRM system. To give you a hand in Vtiger, we have created … Continue reading MAR 8 Location Based Services – The Future Way of Doing Business!

Webforms Tutorial – Vtiger 6

Webforms I Webform in vTiger 6 ci aiutano a creare dei Leads più facilmente prendendo i loro dati direttamente dal nostro sito. Per accedere a questo menu ci basta andare nelle “CRM Settings” e sotto “Altre Impostazioni” scegliere “Webforms” come ci mostra la schermata sotto. Da questa schermata abbiamo la possibilità di creare un nuovo … Continue reading Webforms Tutorial – Vtiger 6

Modifica password vTiger

Quando installiamo per prima volta vTiger nel nostro server, non sappiamo ancora tutte le cose che dobbiamo fare per configurarlo al meglio. All’ inizio andiamo a creare un solo utente del CRM che è amministratore del sistema, ma per un motivo o un altro possiamo dimenticarci di salvare la password che abbiamo impostato per quell’utente. … Continue reading Modifica password vTiger

How to use vtiger CRM Workflows

vTiger CRM features a sophisticated Project Management System that creates Projects and associated Tasks. Very few full priced CRM systems feature a fully loaded Project Management System and yet vTiger CRM gives it to you for free.   So let’s say you create a Project called Website Updates which will have a series of tasks … Continue reading How to use vtiger CRM Workflows

How to create a Report in vTiger CRM

One of the most under-utilized areas of vTiger is its Report Writer. The Report Writer can be found on the Analytics menu and comes with a series of preset reports across many of the modules. The report writer can generate reports from almost every module and can pull information from all related modules. The reports … Continue reading How to create a Report in vTiger CRM