vTiger 6.0 Customization

vTiger CRM is an open source CRM software, used largely by medium and small-sized companies. Variance InfoTech a company who continuously providing his best effort to market vTiger to needy customer. After launching vTiger 6.0 Variance InfoTech starting customization of the 6.0 version to the aggressive customer who really wants to migrate from 5.4 to 6.0
Following are the some of the customization done by Variance Infotech in 6.0
vTiger 6.0 customization
Quote Customization
Requirement :
  • Add option for the optional product so product price will not be calculated in the Quote PDF.

  • % Discount on the total amount in the quotes

Screenshots
Multiple File attachment in Document
Requirement :
  • Option to attached multiple file option under Document management

  • User can upload multiple files from the documents

  • Option to download multiple files

Screenshots
Multiple Company option in the CRM
Requirement :
  • Customer required option to login into CRM against multiple company

  • In Login screen there is selection of company for user to login

  • Invoice, Quotes, SO Numbering according to the selected company.

Screenshots
Login Screen
Multiple Company management screen
vTiger 6.0 Dashboard Customization
Requirement :
  • Customize dashboard to display color-coded overdue payments (30,60,90 and above 90 days)

  • Customize dashboard to display outstanding Customer PO that have not been received

  • Customize dashboard to display upcoming Maintenance Contract Renewals

Screenshots
Variance Infotech is created leads, contacts or organizations module which can send mail from action drop down.
vtiger-send-email
Variance Infotech is created Multiple terms and Conditions for Invoice, Projects, pdf report, Organizations, Quotes and Labour Costing Modules.
dashboard-vtiger
Variance Infotech is created module an invoice that is created on selection of split invoice option the selected items are moved in separate invoice.
invoice-split6

Do You Need More Information ?
For any further information / query regarding CRM, please email us at info@crmtiger.com
OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us