Vtiger Mail Converter: How to scan your mailbox using Vtiger

Tracking inbound email is a key feature of every CRM software. Vtiger offers a few options to do this, you can use a great extension like VGS Mail Manager replacement or user a handy feature called Vtiger Mail Converter. Mail Converter or Mail scanner will read all your emails, match the email address to a

3 Successful Business models for Open Source Software

You probably don´t imagine your open-source project becoming next year´s hottest unicorn. All but the smallest of open-source projects are always at risk of turning into abandonware. You will create a project, and with the time, it will grow, so too will the demands it places on your time and finances. That is exactly the

6 Tips for Hiring a Vtiger Developer

  Everybody wants them on their teams. “Developers.” The person who will create the software your company needs, the people who can take your startup or business to the next level. They can produce what you are thinking and make it in a record time. It is often hard to know what to look for

Vtiger Webforms – Enabled captcha to prevent SPAM – Tutorial

One interesting feature of Vtiger CRM is the possibility to create simple forms that, after adding those to your website,  the form responses will create new records in your CRM. This feature is called Vtiger Webforms and can be found in the settings page of your CRM If you hate spam as much as we do,

3 ways to distribute leads in Vtiger CRM

Over the years we have seen the customers of VGS to used one of the following lead distribution methods. Each way has its advantages and disadvantages. In this article, we will review each method and how you can accomplish this using vtiger crm! Geographic territory States and/or countries are assigned to salespeople. You are responsible

Vtiger CRM: How to set up your Outgoing Server

Every business needs to send out mails to its customer. Vtiger allows you to send mails directly from the CRM to your Contacts (Leads, Accounts etc.) to make this process streamlined. To send mails from vtiger, you first need to configure the Outgoing Server section with your SMTP details. To do this, click on the

Vtiger CRM: Creating Custom Filters

In vtiger modules, you can see the list of records with some predefined fields in each module. This comes as a default feature. Note – In this guide, we will use the Leads module as an example, but the features remain constant across other modules.   If you refer to the above image, you can

Vtiger CRM: How to Import your customer data

In CRM systems there are various modules like Leads, Contacts etc for which the data comes from outside sources. Inserting this data into the CRM manually can be a very tedious task. Vtiger offers an Import action which lets you upload bulk data into the system from CSV or VCF files. Note: For this tutorial

Vtiger CRM User Managements

Vtiger has two types of users – admin (or super users) who have access to everything and can create other users – other is standard users who have limited access and whose access rights can be decided by the admin users. There is a Manage Users section in vtiger where you can view/create/edit/delete users. You

Vtiger CRM Picklist Editor. Customize your dropdown fields

Picklist fields in vtiger are nothing but dropdown fields. They can be single select dropdowns or multi selects. Additionally vtiger allows you to restrict the picklist values by role making it very flexible. Creating a Custom Picklist Field To create a new custom picklist field, you need to go to the layout editor and create