Schedule Automatic Report in vTiger

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Schedule Automatic Report in vTiger

January 25, 2019 Leave a commentVtiger 7.1By Nimesh M.

Working with vTiger Since 10+ year CRMTiger did lot of implementation and changes for many customers and prospects.

Recently CRMTiger team implement customization/Implementation of schedule report features to send email to all prospect automatically with predefined PDF format.

Schedule report has option to set frequency daily/weekly/monthly to send an email with PDF to prospect on predefined frequency.

When email send to customer it will display PDF as attachment in email.

Feel free to contact us. We would be happy to assist you.
Hope you found this blog useful.
Please contact us on info@crmtiger.com if you needed further help from us.

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About the author

Nimesh M.

Nimesh is a Business strategist, helping CRMTiger to spread their expertise in CRM solutions for all industries among businesses which has been proven a Boost-up factor in the digital aura worldwide.