Do you have any requirements to create or update an opportunity from the email you receive daily to your dedicated email using the email converter feature of vTiger? We have done this for one of our prestigious customers. We implemented the following in opportunity customization: Create Opportunity (With Contact/Account) Create Opportunity (Without Contact/Account) Update Opportunity…
Details 2,580 viewsCRMTiger continuously keeps focusing on customizing vTiger with new features customers would need to implement. Recently, we implemented the auto-creation of opportunities from email subjects and content using Mail Convertor. vTiger only has the ability to create tickets, contacts, and organizations from email using the rules created from the mail converter. We will keep you…
Details 1,498 viewsDid you get feedback from your client to have more help options to understand more information about module fields or validation rules in vTiger? We have a solution for that in #vTiger, so it’s easy for the end user to understand the validation rules and purpose of the fields. We implemented a feature called “Field…
Details 1,330 viewsCRMTiger created a property management system in vTiger that can add properties, view them, send reports to clients and contacts, and also add and export contacts. The property management system includes contacts, calendars, chat, and the latest task management modules. Below is a list of the features covered in the property management module. Calendar: The…
Details 1,988 viewsCRMTiger continuously keeps focusing on updating existing extensions by adding new useful features. Recently, we updated our extension with the addition of label changes for each language and the change of the name of modules. For example, if the customer is from the education industry and he wants to change the name of the module…
Details 1,655 viewsHello Folks, We implemented the new module “Meeting Tracker,” which helps manage and add to your daily plans and meetings. To arrange a meeting, first select the date and organization, and make sure the lead status is “active” for the first meeting. If the next meeting is arranged for the same organization, then change the…
Details 3,118 viewsHave you ever heard a requirement from a customer to track emails sent from the main marketing module of vTiger, like leads, contacts, or organizations? We implemented a feature in vTiger to track emails sent out from these basic modules. Image below shows an email open with a number of clicks on the link in…
Details 1,332 views
