CRMTiger team customized vTiger CRM version 6.1 for one of the customer from UK.
Customer was looking to implement a CRM system which will provide a central system available to all staff.
Feature implemented in the CRM :
- Build a new CRM system with the following functions:
- User login with different level of security
- Client contact detail
- Record client communication history
- Tax details and year-end auto reminders
- Payroll deadline details and auto reminders
- VAT deadline with auto reminders
- Upload documents to assign to client record
- Document bank with template letters and email
- Flag outstanding task by client
- Reporting module
Repot customization in the vTiger 6.1 CRM:
From the database, need to have facility to run following reports
- When accounts are due in a particular month.
- When vat returns due each month. Need to have option that when accounts / vat returns have been submitted, this can be flagged and any accounts / vat returns not submitted flag up automatically to reminder that these have not been submitted.