{"id":97,"date":"2015-04-23T11:52:35","date_gmt":"2015-04-23T11:52:35","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=97"},"modified":"2021-03-09T12:49:59","modified_gmt":"2021-03-09T12:49:59","slug":"vtiger-crm-6-1-customization-for-financial-service-company","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/vtiger-crm-6-1-customization-for-financial-service-company\/","title":{"rendered":"vTiger CRM 6.1 customization for financial service company"},"content":{"rendered":"<p lang=\"en-US\">Hello,<\/p>\n<p lang=\"en-US\">CRMTiger team customized vTiger CRM version 6.1 for one of the customer from UK.<\/p>\n<p lang=\"en-US\">Customer was looking to implement a CRM system which will provide a central system available to all staff.<\/p>\n<h4 style=\"color: #f65b0b;\"><span style=\"text-decoration: underline;\"><strong>Feature implemented in the CRM :<\/strong><\/span><\/h4>\n<ul style=\"list-style-type: none;\">\n<li><strong><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/><\/strong> Build a new CRM system with the following functions:<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> User login with different level of security<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Client contact detail<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Record client communication history<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Tax details and year-end auto reminders<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Payroll deadline details and auto reminders<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> VAT deadline with auto reminders<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Upload documents to assign to client record<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Document bank with template letters and email<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Flag outstanding task by client<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> Reporting module<\/li>\n<\/ul>\n<h4 style=\"color: #f65b0b;\"><span style=\"text-decoration: underline;\"><strong>Repot customization in the vTiger 6.1 CRM:<\/strong><\/span><\/h4>\n<p lang=\"en-US\">From the database, need to have facility to run following reports<\/p>\n<ul style=\"list-style-type: none;\">\n<li><em><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/><\/em> When accounts are due in a particular month.<\/li>\n<li><img decoding=\"async\" alt=\"\" src=\"http:\/\/www.varianceinfotech.com\/wordpress\/wp-content\/themes\/choices\/images\/checkmark.png\" \/> 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.<\/li>\n<\/ul>\n<h4 style=\"color: #f65b0b;\"><span style=\"text-decoration: underline;\"><strong>Screenshot:<\/strong><\/span><\/h4>\n<p><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/dueaccountlink1.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1308\" height=\"723\" class=\"size-medium wp-image-98 aligncenter\" alt=\"dueaccountlink1\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/dueaccountlink1.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/dueaccountlink1.jpg 1308w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/dueaccountlink1-300x165.jpg 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/dueaccountlink1-1024x566.jpg 1024w\" sizes=\"auto, (max-width: 1308px) 100vw, 1308px\" \/><\/a><\/p>\n<p><a href=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/duedatelistvat1.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1308\" height=\"743\" class=\"size-medium wp-image-99 aligncenter\" alt=\"duedatelistvat1\" src=\"http:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/duedatelistvat1.jpg\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/duedatelistvat1.jpg 1308w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/duedatelistvat1-300x170.jpg 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2015\/04\/duedatelistvat1-1024x581.jpg 1024w\" sizes=\"auto, (max-width: 1308px) 100vw, 1308px\" \/><\/a><br \/>\nLet us know if you needs more information on this<br \/>\n<a href=\"https:\/\/crmtiger.com\/contact-us.html?utm_source=blog-nm&amp;utm_medium=crmtiger-nm&amp;utm_campaign=del-module-vtiger-nm\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"160\" class=\"alignnone size-medium wp-image-2316\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg\" alt=\"\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg 650w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger-300x74.jpg 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<div style=\"background-color: #eeeeee; border-radius: 10px 10px 10px 10px; padding: 5px; height: 100px; margin-right: 5px; margin-top: 5px; position: relative; float: left; width: 500px;\">\n<p><strong>Do You Need More Information ?<\/strong><\/p>\n<p style=\"margin-top: -20px;\"><strong style=\"color: #000000; font-size: 8pt;\">For any further information \/ query regarding Technology, please email us at <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a> OR call us on <strong style=\"color: #f65b0b; font-size: 10pt;\">+1 630 861 8263<\/strong>, Alternately you can request for information by filling up <a href=\"http:\/\/crmtiger.com\/contact-us.html\">Contact Us<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div style=\"clear: both;\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Hello, 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-97","post","type-post","status-publish","format-standard","hentry","category-vtiger-6-1"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/97","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=97"}],"version-history":[{"count":12,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/97\/revisions"}],"predecessor-version":[{"id":2558,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/97\/revisions\/2558"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=97"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=97"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=97"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}