Vtiger Tip – Commas and Decimals Out of Place
We got this question on support call a couple times recently. The client was seeing decimals and commas out of place. The employees all swore they were entering the data accurately, but when the boss viewed it, the number were way bigger than they should have been. The issue was that one of the employee’s preferences […]
Vtiger User Signatures and Email Templates
Are you looking for a way to customize your email signature in Vtiger? Maybe you have 20+ Email templates and 20+ Vtiger users. What do you do to manage the email signature? It’s crazy to think that you’re supposed to fit a signature like this one: into a field that looks like this: We are […]
Vtiger Tip – Auto-Add Signatures to Emails
On Vtiger Support Calls / Training we get asked a lot of detailed questions on using email in Vtiger. It’s important to know about the email signature in the user preferences in Vtiger. If your users fill in that field, the signature will be automatically added when using the Vtiger internal email composer to send emails. […]
Vtiger Best Practices – Calculate ROI with Vtiger
When we are doing Vtiger consulting, we get a lot of questions about tracking marketing expenditures and calculating ROI. We also get a lot of questions about sealing the leaks in the sales funnel but I will cover that in a later post. Using Vtiger to calculate ROI of your marketing investment is surprisingly simple. […]
Vtiger list views in ascending or descending order
Sometimes it’s the little things that get us. Sometimes everything works as you would expect but just a little change would save you time and aggravation. We’re commonly tasked with changing the sort order of a related list of items. Here’s a small example of this. Let’s say you were working with Organizations and in […]
Vtiger 7 Report – Forecasts
Sales forecasting in Vtiger is an important sales management function. Vtiger 7 (as seen in the current Vtiger on demand) has a very functional, though not too exciting, forecasting capability. It would be nice for Vtiger to incorporate some more graphics, but hopefully that is coming. At the top of the screen, you can see the aggregate […]
Vtiger Best Practices – Sales Forecasting
I was recently engaged in a Vtiger CRM consulting discussion about sales forecasting and how it is supported in Vtiger. For many sales forces, forecasting is a great thing, however I need to point out that Vtiger 6.X has zero forecast reporting. None of the dashboard graphs show the discounted sales amount based on the […]
Tips for Vtiger Email Templates
Users who wish to create visually appealing Vtiger email templates often experience frustration as they attempt to apply styling to their templates. This is especially true of common business documents that use complex grid layouts, such as Purchase Orders. The WYSIWYG editor available in stock Vtiger is a fine tool but often simply falls short of […]
Vtiger Best Practices – When to Use an Opportunity Record in Vtiger
I am regularly asked in Vtiger training / consulting sessions, “Should I use opportunities as part of my sales process in VtigerCRM?”. There are trade offs — sometimes the answer is simple and sometimes it’s complex. Some things to take into account: Never lose track of the fact that sales people hate doing sales tracking […]
Vtiger Best Practices – Managing Ticket Escalations
Someone asked me recently about doing a daily report of over due tickets to manage ticket response performance. There is nothing wrong with that. Generally it gives visibility to the success/failure of the support team. But there are better ways to do it. The report will soon be ignored. You should deliver the info in […]