Sharing Rules – Simple Solutions in a Complex System
Sometimes there is a problem so sticky that you just can’t figure it out. You say to yourself “I simply can’t figure this out. It must be complicated. I know, I’ll dig deep into the system and probe to the very core!” Stop. Right. There. That’s the moment where the little voice in your head […]
Vtiger Tip – Workflow – Specify when to execute this Workflow
Some Vtiger users get a little confused on the ‘Specify when to execute this Workflow’ section of the Vtiger workflows. The one that most often needs clarification is: ‘Until the first time the condition is true.’ That means that the workflow will trigger the first time the condition is true and never again after that. […]
Vtiger Tip – How Do I Use Tag Cloud?
A lot of people ask me about using Tag Cloud in vtiger. It’s really pretty simple. The first thing that you do is assign keywords as you’re going through records in Vtiger. So for example, if you’re going to be doing a seminar in the future, as you come across organizations or contacts or leads that […]
How to Link an Activity to Multiple Users in Vtiger
I get asked from time to time what the best way is to link multiple users to an appointment in Vtiger. Many CRM systems allow activities to be linked to multiple users — but vtiger does not. The short answer is there is no really good way to do it, but I will review the […]
Vtiger Tip – History Widget on Vtiger Homepage Dashboard
Vtiger Dashboard: Add the History Widget I see a lot of clients’ Vtiger homepages that are totally empty. There are some really helpful widgets you can deploy that give you insightful, actionable information. The ‘History’ widget is worth adding to your homepage. It shows all the recent activity going on in your system. New records […]
Surveying Contacts from Vtiger
Surveying contacts from VTiger makes a lot of sense. Every time you finish a sales transaction or a trouble ticket you can use workflows to trigger an email with a survey link included. It’s a great way to get systematic feedback from your clients. It’s easy to create a survey in surveymonkey and send that […]
Mouse over Pop Ups in Vtiger – Limited to 7 fields
One of our clients pointed out to me the other day that the number fields that can be displayed on the mouse over pop up of an organization (for example)is limited to seven fields. If you don’t see a field that you want to see in the mouse over pop up, then you can just […]
Mass Emails in VTiger
Post #5 – Mass Emails in VTiger ——————————————- I get asked by clients a lot about using mass email in vtiger or using a service like Constant Contact or Mail Chimp. Here is how I usually respond. Please add in your own comments and questions. -First, drip campaigns should be done in vtiger and not […]