A request that every customer using vtiger could do is have possiblity to create purchase orders from sales order, but not only one purchase order, but one for every vendor of product that are part of sales order. Suppose we have a sales order with following product: Product 1 – vendor A Product 2 – […]
Make your Vtiger compliant with GDPR it’s an important topic to respect the new european law. We will explain how to set your vtiger to achieve this result. General rules Old contacts If old contacts are obtained in a way compliant with GDPR you don’t need to ask permission again. But if not you need […]
Calculate values from external records in vtiger could be a usefull feature to aggregate values related to one records. In example you should want to sum all Sales Order of current year and have the result in one organization field. With workflow designer is easy to get this result. You have to create a workflow […]
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Vtiger import: how to do with advanced rules (merge, relations, …)
Vtiger import it’s a fundamental feature, particulary at start up stage of a project. Standard vtiger import works, but it’s very limited, that’s why sometimes you need a more powerfull tools to import your data in vtiger: in this case worklow designer could be a extremly flexible and powerfull solution. What can you do with […]
Customer satisfaction survey it’s an important topic to make your business customer centric. Now you can easily manage also with your Vtiger CRM, thanks to our modules. As you probably know there are different way to ask for customer satisfaction, and different moment to do survey. What we will explain in this post is how […]
Vtiger fields labels editing it’s an imporant topic to customize our vtiger instance. How to edit fields labels in Vtiger in an extremly easy way it’s what you will learn in this post. Normally to edit fields label in Vtiger you need to manually edit languages files. For example you can go in languages/en_gb/Accounts.php to […]
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Check time spent in projects with timecontrol for Vtiger
In vtiger projects task you can manually add worked hours, but these hours are not summed in project and if different people is working on same task it’s not possible track single activities. To resolve this limitation you can use our timecontrol for Vtiger and workflow designer. With this modules you can achieve following results: […]
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Advanced Vtiger mailscanner with workflow designer: an improved way to manage tickets from email
Workflow designer module includes a powerful mailscanner that allow you to substitute standard vtiger mailscanner to achieve better results! Thanks to this module you can for example manage the complete flow of ticket with emails. Customers can create / update their ticket through email, and conversation is stored in comments. Basically to achieve this result: […]
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Vtiger reports and dashboards: do it in an effective way
The problem One of the most requested task from our customers is the possiblity to create effective vtiger reports and dashboards with their Vtiger CRM open source. Everyone is using Vtiger know limits of this CRM on this two topics. That’s why we worked on a powerfull solution we are sure users will love, building […]