Vtiger Customization: Pop-Up Reminders for Your End User Client Accounts

Our client uses Vtiger in a different way than most.  It is set-up so their end user clients can log in to personal accounts associated with the business.  Whether they are logging into the customer portal or Vtiger, this customization allows them to pop-up urgent messages to their clients. The pop-ups can be for payments that are past due or insufficient funds in a client’s account, to name a few.

Custom Pop-Up for End User When They Have Insufficient Funds in Account:

 
 

 

Contact us to learn more or for help with your Vtiger CRM!

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Interested in learning more? Let us send you an email.

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