vtiger manual 

translated

from http://www.crmvillage.it/index.php/manuale-

crm-vtiger/#googtrans/it/en

Manual dedicated to CRM vTiger CRM OPEN SOURCE

Notes to the manual:

- This manual refers to vtiger 5.0.4

- All content is covered by copyright and may not be

reproduced, is published by permission of

CRMVILLAGE.BIZ on this blog

- In case you want to use the content in part or in full

please contact CRMVILLAGE.BIZ should be always

given the source, which is CRMVILLAGE.BIZ

- Good reading, you can comment on individual

chapters to ask for extensions or improvements, will

be taken into account.

Table of Contents

1. VTiger 100% Open Source CRM

2. The first steps with vTiger

3. Lead, Companies, Contacts

4. Activities Calendar

5. Email and Notes

6. VTiger Marketing

7. The sales process: price lists and product catalog

8. The sales process: Lead, Opportunity, quotations

and sales orders

9. The process of Post Sales: Customer Care & FAQ

10. VTiger Utilities and Plugins

11.  DASHBOARDS and Reports

12. Roles and user profiling

Chapter 1: Installation and configuration of CRM

vTiger 100% Open Source CRM

Version 5.0.4 of vTiger CRM provides the ability to handle most of the commercial

activities related to the stages of pre-sales, and after-sales SALE.

Everything centered on the STATEMENT customers that vTiger is divided into two

main categories:

a) potential customers> called LEAD

b) the real customers> these holdings and its contacts (individuals who work in

companies in various capacities and can be our direct contact or not)

vTiger 5.0.4. represents one of the few truly operational CRM solutions without

any licensingcosts. This appears to be a major advantage both for those who

want to start to engage in the world of CRM is for medium to large enterprises

who need to extend these systems to several tens if not hundreds of users

without having to pay license fees for each of the user side.

1.1. What vTiger

It 'a business tool, in that it can be useful to all businesses, regardless of size. This

is because the phases of the cycle of pre-sales after-sales-are the same for

every business sector.

But we need to vTiger?

Normally the activities of Marketing, Sales and After Sales are handled with

different tools such as Excel spreadsheets, email programs, local databases. Not

to mention the paperwork reviews: Post-it on the screens, folder, message boards

and more. As a result, customer information are scattered in several archives,

with no possibility of recovering a history of activities and make planning serious

of visits and the services that we provide to our customers.

Good management of the client's need, therefore, that the activities of Marketing,

Sales and After Sales are all connected to each other than to a common object

that is to say, the customerrecord. This way you can monitor the various phases

of the sales cycle, using indicators and reports, process of segmentation is to act

in a coordinated manner with specific proposals for our existing customers and /

or potential customers.

vTiger addition to these activities, has an administration module to configure

users, groups, profiles and roles to be strictly defined, the information available

for each operator who is managing the customer. The set of tools for customizing

vTiger CRM solution make it a highly flexible and adaptable to any need. In vTiger

can redesign all the forms by adding and removing fields in the database, by

setting appropriate values in the drop-down menu, I can also decide how they

should be publishing data for each user defined.

vTiger is developed with Webtechnology, therefore it does not require

installation of clientand server side, can be placed anywhere on your intranet or

internet. The interface of Directors has developed with AJAX technology that

enables an efficient and fast access to information. The database is used by

vTiger Mysql ensuring high standards of safety and excellent performance even

on a large amount of data.

Big space between the instruments of vTiger, is dedicated to data backup and

updating the system with new releases are essential to ensure service continuity

and security.

1.2. How To Install vTiger

The minimum hardware requirements to install vTiger on your PC or on a

dedicated server are:

PC with Pentium or AMD processor 1 GHz or higher

256 MB of RAM minimum, depending on the operating system adopted

Hard Disk with at least 500 MB free for full installation on Windows provided by

CrmVillage.biz

vTiger can be installed on Microsoft Windows 2000/XP/2003 and on all Linux

operating systems.

Since vTiger is a Web browser becomes the only prerequisite to the application

layer for using this CRM solution, and the video resolution is 1024 x 768 pixels.

Were tested the following browser versions:

Firefox 1.5 or higher

MS IE 6.0 or higher

Netscape 7.0 or higher

Opera 7.01 or higher

Your browser must allow the use of cookies is to allow the use of Javascript.

vTiger ITALIAN language can be downloaded from the download of vTiger.it

exactly as developed by vTiger.com with the Italian translation of CRMVillage.biz,

or can be purchased with the self-installing version for Windows with fields

appropriate to the Italian legislation including tax invoices and marketing budget

ever in the download of vTiger.it.

1.2.1. VTiger installation on Microsoft Windows

If you downloaded vTiger not an installer, you must first unpack the ZIP archive

and then perform a double click on vTiger5.0.4-ita-WIN32.EXE to start the

installation.

If you purchased version installer, the process is further simplified. It is enough to

click on file vTiger5.0.4.-ita-WIN32.EXE, so it will appear first on the loading

screen setup procedure, as shown in Figure 1.1:

Fig.1.1

Wait until the installation program completes its loading, then a second screen

appears that asks confirmation about installing vTiger 5, as depicted in Figure 1.2:

Figure 1.2

Press the Next> to proceed with the installation. You'll see a third screen

accepting the license agreement, as shown in Figure 1.3:

Figure 1.3

Press the accept to continue with the installation. You'll see a fourth screen

where you can enter the name of the folder of the Start menu will be created in

which connections of the program, as shown in Figure 1.4:

Figure 1.4

Press the Install to continue with the installation. You'll see a fourth screen where

you can verify in detail the installation of vTiger, as shown in Figure 1.5:

Figure 1.5

The installation process may take several minutes, wait until installation is

complete screen appears, as shown in Figure 1.6

Figure 1.6

Press the button Next and then Finish to complete the installation.

The program installs on your computer the MySQL database for vTiger and

Apache Web Server to allow access to CRM. By accessing the services panel will

already be running Windows Automatic vTiger5Server and vTiger5DataBase their

services, as shown in Figure 1.7:

Figure 1.7

Important

If you already have installed on your computer or a version of Mysql you already have an

active web server, you can notice that the installation of vTiger does not create conflict, as

MySQL and Apache are installed in the crmvillage (specially created) and activated on doors

other than the default.

You just need to access the vTiger menu Start / Programs / vtigerCRM 5Italian,

you will notice that will activate your default browser to the

URL http://localhost:8050/ presenting the login screen.

The user is created by the admin and type "administrator", so you can try all the

features of vTiger. To access the data are

1.  

1.  

Users> ADMIN PASSWORD> ADMIN

 

1.2.2. INSTALLING VERSION vTiger Multiplatform

(Linux / BSD / MacOSX / Windows)

If you purchased the self-installing platform Verione for

Windows / Linux / BSD / MacOSX environment with WAMP /

XAMP / LAMP / MAMP installed and configured is enough to

perform these simple steps:

1. copy the file to your webserver 2. run the command 3. tar xvzf

vTiger5.0.4ita.crmvillage.tgz C <cartella_destinazione_wwwserver> 4.

connect to the web folder you just created via web browser. 5. then follow

the steps for installing a video-assisted (fig.1.7).

Chapter 2: Getting Started with CRM

2. The first steps with vTiger

This section is a brief introduction to vTiger oriented to those who, for the first

time accessing the system. The goal is to provide the user with basic knowledge

to get familiar with this instrument, which in itself is still very intuitive.

In the manual associated with this area describes the following aspects:

Login to thesystem: how you access through your browser vTiger

Home Page:a description of the contents of the Home Page

Navigationmode: shows the top area of vTiger, from which you can

access all the major features of CRM.

MyPreferences: area dedicated to the personal settings on vTiger

Searchfunction: it shows the powerful search engine vTiger

Accessprivileges: To start the user access to vTiger is an administrator,

thus allowing you to access all the features of CRM. Since the first access

to vTiger is useful to know how to define users specially created to carry

out specific functions.

2.1. Login to CRM

The user must enter "User Name" and "Password" to access the program. Can

also choose the theme and / or language, if allowed by your vTiger. After entering

"User Name" and "Password", the user can press<Enter>,or the button Sign

in as shown in Figure 2.1.

Figure 2.1.

Caution

Most browsers are able to save your "User Name" and "Password" to speed up access to the

system. For the safety of your data if you're sure that others do not have access to your

computer, you should not allow the browser to save your parameters for access. This is all

the more so if you're using a notebookthat can be lost.

2.2. CRM Home

The following chapter will explain how to customize the home page and how to

use the vTiger CRM.

Figure 2.2

Most of the area of the Home page, as shown in the center of Figure 2.2, shows

the summary of the most important blocks CRM information. E 'can change the

order of these blocks by dragging the mouse in your favorite place (drag and

drop). The contents of your home can be modified, as explained in chapter

2.4: MyPreferences.

List of main instrument panels and description

My main companies:List of your best companies. The contents of this list is calculated by

adding all the opportunities open and connected to the company.

Important

opportunities open:List of the most important opportunities open.

Activities of my

group:

List of activities and other entities of CRM that have been assigned to the

user group to which you're a member.

My ticket: List of ticket (Helpdesk) assigned to you or a group to which you belong.

Key parameters:

In this box are the total number of records that fall in the lists created by

you as a summary. For example, if you created a list called "Hot Lead",

you will find in this box the total number of this type of lead present on

vTiger.

My Quotations

importantEstimated best classified on the basis of the amount.

My orders to sell the

most important:Best sales, classified on the basis of the amount.

Purchase Orders My

most important:Orders Migliori, ranking based on the amount.

My main open

invoicesBills of Sale open, ranked on the basis of the amount.

My New Leads Recently created Lead

Pending and

upcoming activities:Upcoming and pending activities related to your calendar.

My Recent FAQ Connecting to the last FAQ posted on vTiger

Important All data stored in vTiger must have an owner. The owner is defined as

"assigned to". If you create a new record will be assigned to you

automatically unless, you are not assigned to any other user of vTiger.

The Home page displays the data records that you own and not those

assigned to other users of vTiger.

In the right of the Home Page you can see the list of pending and upcoming

activities and the TAG CLOUD: vTiger entities described in subsequent chapters.

2.3. Navigation Mode

The "Top Area" as shown in Figure 2.3, allows access to different functions:

Figure 2.3

LoginArea: in the upper right area that allows you to access your display

preferences to consult the online help and log out from vTiger. Next to the menu

item Exit is explained, by the way the user vTiger with which it is logged.

Navigationarea: allows access to all features of vTiger CRM.

Menu fastcreation: per quickly create entities vTiger CRM (Lead, Contact,

Opportunity, etc..).

Search: qui can search individual words in the database of vTiger.

Tools: Allows quick access to calendar, clock, a calculator and other

tools vTiger which, in general, it makes frequent use.

2.4. My Preferences

How persentato in Table 2.4, when you access the voice my preferences, a

window opens that lets you view and edit user information and set your own

preferences.

Table 2.4

FIELDS

Admin If the checkbox "admin" and "on" the user has administrator privileges. This

field can only be changed by the administrator.

Role and User

Login

This field is the role assigned and can only be changed by the

administrator.

Role and Login

User: Member

This field shows whether a user is active. Inactive users are not allowed

access to vTiger. This field can be changed only by the administrator.

More

Information -

Signature:

This defines the signature that is added into your email.

More

Information -

Reports to:

Here is called the supervisor assigned to you.

Home Page

Components:Here you'll learn that CRM is shown in the user's home page.

Tag Cloud This button allows you to keep these lists in view or hidden

My Groups: If the user is a member of a group is shown the list of members.

History Login: Shows the history of vTiger accesses by different users.

Each user can define and change their password. We recommend changing your

password frequently.

Important

"User Name" and "Password" must be a combination of uppercase or lowercase letters and numbers. It is recommended to use at least 8 characters. The use of special characters (like ä, ö, ü, ß,%, etc..) Are not allowed. A good password is for example "Dhe4K39b. The "User Name", once created, can not be changed, you can still create a new user and transfer all data to the new user.Select the[Edit]to change your settings .. Button View User Control works only if

the administrator allows vTiger. The command and the contents of the blocks

depicted in the Home Page can be modified for each user. 

2.5. Features full search

The Home Page provides a powerful search function that allows you to search the

entire database of vTiger. You can search by entering a single word in the search

field and press the[Search]as depicted in Figure 2.5.

Figure 2.5

Note

The character% can be used as a "wildcard" for the search function. For example, to search

for two contacts as "Meyer" and "Mayer" you can type "M% yer."

Quick menu

The menu of the Home Page allows you to quickly quickly create an entity of CRM.

2.6. Access Privileges

Access privileges associated with the user used to access vTiger are defined by

the administrator. VTiger a user can be assigned the following privileges:

Permission to use certain data to CRM.

Permission to see certain data of CRM.

Permission to build or change data in certain CRM modules.

Permission to delete data in certain CRM modules.

The permit to import and export data in certain CRM modules.

To function optimally vTiger needs to be configured according to the needs of

your company. Any user with administrator privileges can change all the basic

settings of vTiger. Even for users who do not have administrator privileges,

however there are many functions that allow you to configure the presentation of

data without changing the basic structure of vTiger.

The heart of every vTiger is composed of client data. Before you put your

customers to input the information correctly, it is essential to learn how to realize

the sales process with vTiger; process that is described in subsequent chapters of

the manual.

In the first instance we recommend you enter your most important and then add

more and more complete information. After the insertion of your customers have

a wide variety of possible functions of CRM.

As a second step, enter your products and / or services offered before going to

define the lists.

Begin to communicate with other members of your business using the share of

activities between users of CRM. To learn more, view the chapters devoted to the

Calendar and Tasks.

Chapter 3: The management of the sales process

3. Lead, companies and contacts

The administration and use of effective contacts with customers is the most

important element of a system of Customer Relationship Management (CRM)

vTiger distinguishes three types of contact:

Lead: represents the size of a CRM system needed to keep track of

a contact made by a potential client. This entity collects the information

received from a request of a potential new customer. If you follow a lead

to the creation of a sales opportunity it will be converted to a contact that

can be defined by a natural person and / or company. Thus vTiger

measure how many records you are transformed into real sales

opportunities.

Company: the magnitude expected for the management of

enterprises.

Contact: the amount prescribed for the management of our

existing customers when referring to an individual.

Because when we interact with a company we always refer to individuals is

advisable to first define the company and then the individual contacts related to

the company to hang created.

When handling contacts on vTiger, you can always create links with the various

stages of the sales process. In this way you will be able to correctly identify your

contacts and manage all stages of sale for each contact / company.

Example of contact management in the sales process:

a potential customer will contact you to make a request. Create a Lead

that would collect the basic information of the contact potential (eg:

Name, Last Name, Email, Phone, Company, Description of your request).

The state of this contact will be maintained lead until it becomes clear

whether or not there is a sales opportunity. All activities related to this

lead will be saved in CRM.

If there is an'opportunity to sell, the lead can be converted. This will create

an'opportunity of tying all'Company and Contact. The lead is then erased on. All

information collected for the Lead are still available but are now presented

according to their contents in Contacts,Companies and / or opportunities.

Using this procedure, only those contacts and companies that have been created

have a chance to be a bargain. vTiger should not be overloaded with data that are

not used.

However, you can always add new companies and / or Contact us directly if you

do not fit the steps of Lead.

3.1. Lead

The Lead is the first contact with potential customers. You can collect Lead for

your marketing activities such as trade shows, advertising, presentations, etc..

Probably many of your Lead not lead to a deal, but this should not prevent you

track them, while avoiding to go to the contact list overwinding good.

If you want to add more information about Lead you can click the tab[Sales]in the

navigation shown in Figure: Top Area. Using the "+" to open the publication of a

new Lead, as shown in Figure 3.1.

Figure 3.1

NB:A new lead is automatically assigned to the user who created it. Changing the

contents of the field "Assigned to User", you can still give the Lead others to vTiger or

groups of users.

Fields in red are considered mandatory for vTiger

3.2. Companies

It is better to create a new company from a lead as described in Section: Creating

Opportunities to Lead. However, sometimes you may need to directly enter the

new companies. Since the information of the Company may contain links to

Contacts, it is always advisable to first insert the information of the Company,

then connect the company to contact you create. To create a new company click

on[company]from the fast creation, as shown in Figure: Top Area or go to[Sales]-

>[Companies]and click on the "+". A new window will open, as shown in Figure

3.2.

Figure 3.2

Now you can enter information company. E 'recommended for only the

information relevant to your business. The figure shows already some entries. The

input fields may remain empty or not material, preferably, be removed by the

administrator of your vTiger. You can also use custom fields, or add other

information related to the Company by clicking on the label[More Info] as

presented in Figure 3.3.

Figure 3.3

3.3. Contact

If you want your contact information with reference to the natural person, click on

the[New Contact] from the Quick Create or go to[Sales]->[Contacts]and click on

the "+". A new window will open, as shown in Figure 3.4.

Figure 3.4

Your administrator can remove the vTiger standard fields not suitable for your

company or add additional fields, as explained in Chapter 13 customize vTiger.

If you click on[More Information], shown in Figure 3.4, you can add other

information to contacts, as shown in Figure 3.5.

Figure 3.5

It is advisable to pay attention to the following areas that have specific objectives:

Email:

The contacts we have selected this box, will not receive messages that are sent

from vTiger normally when you activate the automatic mode (ie: mass mailing

to Contacts).

Report to:

Can list the name of the company to which the upper contact and links

connected to or between contacts (eg a contact from another contact

generated by word of mouth).

Not call Select the box if you want the contacts are not called.

Notification

to the

owner:

If selected, the owner of the contact will be notified via email when the

person's information had changed.

Image

Contact:

E 'can load the image counted on CRM. This image must be in the format *.

png, *. jpg or *. gif

You can also use this screen to allow access to the portal Contacts

Customers(Customer Portal). The customer portal provides limited access to

contact customer support functions for practices that relate directly to it.

NB

If you enable the Customer Portal for a contact by selecting "User Portal", as soon

as you click the[Save],vTiger will automatically create an email and send it

immediately to contact. The email will contain the user name and password to

access the customer portal. It is recommended to inform your contact.

3.4. Import and export leads, contacts and companies

In areas relating to leads, contacts and companies will always find two dedicated

keys vTiger import and export data.

The apparatus provides the CSV format via a graphical interface and enables easy

and intuitive to map the columns in your CSV file in the fields proposed by vTiger.

In general, the master data in your possession may contain items not covered by

the basic configuration of vTiger, in this case, before moving on to the stage of

import, you must enter the custom fields needed for your master data.

vTiger allows you to organize master data related to leads, contacts and

companies introducing custom fields on which to define all the search lists are

essential to extract the data you need.

Rearrange registries of vTiger with the inclusion of custom fields you can pass

import data.

Section 3.4.4. Manual (Council for CSV and Excel format) is dedicated to the

functions of import and export format EXCEL.

Export and import functions will help to exchange data between your office

applications and vTiger.

To export or import data, click on[Lead],[Contact] or[companies]in the Sales. You

will have a list view of all contacts stored in vTiger or companies. Above the list of

contacts, how do you explain the example in Figure 3.6, you will find the tools

import and export.

Figure 3.6

A description of the function of import and export for the contacts. Other imports

and exports of vTiger work the same way.

3.4.1. Import Contacts

Click on[Import Contacts] in the toolbox as shown in Figure 3.6 and will open a

new window, as shown in Figure 3.7.

Figure 3.7

NB

There are no limits on imports of records, it is advisable to split the file into

records of 4000 lines. Wait while uploading the inclusion of records, each record

500 contains a flash message vTiger loaded. All data to be imported must contain

the required fields, marked with the sign[*].

Now you need to map your data to those vTiger, whether standard field of fields

that custom. Not need to create links for all areas of your file, but you must

connect at least the required fields.

NB: If you have to import multiple vTiger offers you the ability to store the maps

you have created for future use. Simply select[Save as customizedmapping] and

give a name.

When you have entered all references click[Import Now] to transfer your data in

vTiger.

In the last step of import, there is shown the result of import, as can be seen

in Figure 3.9:

Figure 3.9

Now you can see your import and accept or reject it.

NB

If you import contacts that contain information related to companies, the import

will also create them in the list of companies.

3.4.2. Export Data

Click the Export icon (arrow pointing up) of any of the menu list. Will open a new

window for saving data on your computer. The window loads will depend on your

operating system. With a Windows computer, a window appears as shown in

Figure 3.10.

Figure 3.10

If you click on[Download],all data will be exported to your computer. The data is in

ASCII format with values separated by a comma, and CSV.

3.4.3. Import Data Format

The data to be imported must be in ASCII, comma-separated values (CSV). The

CSV format is often used to exchange data between applications.

If you want to import the data, they must be formatted according to the following

rules:

All fields separated by commas, must be between quotes.

You must include all required fields (ie family and society to the Lead)

Are not allowed fields that contain "dashes", file extensions, or

justifyingspacing.

The numeric fields must contain numbers without the characters "." O ","

(for example, use 3800 instead of 3.800).

The fields that contain the quotes cause problems. If you must use them

must be between round brackets.

The headings of the fields can be the first line.

In Figure 3.11 shows an example of a file for importing a Lead. Each line

represents a set of data.

Figure 3.11

3.4.4. Tips for CSV and Excel format

Excel is an application that uses the CSV format. Unfortunately, depending on

your version of Excel, the import of CSV data can cause some problems. Some

versions of Excel will not accept, in fact, automatically from a simple comma-

separated values. If you find that after the opening data from CRM, all fields are

listed in one column, you can follow the instructions below to eliminate the

problem:

Import the CSV file. The Data menu, choose Import External Data, and

import your data. Scroll through the CSV file from vTiger and click Open.

This allows you to open the Wizard to import text data.

The first step, select Delimited.

The second step, check Comma. You will see a preview that shows how the

data were separated.

The third step, you can select each column in turn and choose a format.

VTiger ad and you get an Excel spreadsheet ordered.

If you want to import data from a contact from your applicationOffice application,

you must ensure that they are properly formatted. Here's how you can use the

contact data of MS Outlook:

a. Check the dataformat:

Unfortunately, in many cases, the data to be imported must be checked and

edited manually before importing. This is important work to ensure that all

information is nicely formatted:

Export data to a contact from Outlook into Excel format.

Start Excel and open the file of your data.

Examine any special characters such as commas (,), semicolons (;) and

quotes ( ") and replace those that create problems, for example with a

space.

Watching the column that contains the required fields. Be sure each piece

of data has the opportunity to be mapped properly. Do not use special

characters.

Remove the original column if any.

Remove all the columns that you do not need in vTiger.

Check the contents of each entry. Sure it contains the information which

they will have. Remove errors later in vTiger could cause a lot of work.

b. Create a CSVfile:

If you are sure to have good data and good, you can now create a CSV file that is

suitable for vTiger:

For practical reasons to add a column at the beginning. Fill in each field for

each data group, the term "Start1111" (without the quotes).

Add a column to the end. Fill in each field for each data group, the term

"End2222" (without quotes).

Save the data as CSV file.

Open the file with a simple text editor (not MS Word!)

Save your data. Now you have a good file format that can be imported, as

explained in Section 3.4.1. (Import contacts).

Chapter 4: The management of the calendar in CRMvTiger CRM has a powerful calendar that allows you to enter all the activities that

you perform. VTiger's Calendar allows you to associate your business a due date,

a priority and the users or contacts associated with it. One click to postpone a

task that has not been able to begin or update the status of work already begun.

 

vTiger structured activities in 3 types:

 

Call: allows you to define a telephone call and associated with a

lead, contact, company or a sales opportunity rather than an

activity of customer

meeting: Defines a meeting with clients or colleagues at work and

links to all the entities vTiger

task: to define a specific activity to be performed and links to all

its related entities vTiger

 

The sight of all activities included in vTiger can be a daily, weekly, monthly or

annually.

On the Home Page, a post-it vTiger will alert you of all activities pending.

vTiger Outlook offers a calendar model. The calendar lists all activities that the

program divided into vTiger meeting, Call (events) and Tasks. The operational

differences between events and tasks will be explained in the following section.

 

The calendar can be used directly through the menu faster or creating activities

within a sales process related to Leads and Opportunities, or during on-Helpdesk.

The activities of the calendar can and should be linked with other data stored by

the vTiger as a Contact, Lead or Business. vTiger helps not only to the Tasks tab,

but provides a set of tools to effectively manage activities throughout your

organization.

 

If you want to use the calendar to schedule an event or task, you must click on

the calendar in any listprovided,   or click [Calendar] on the window area of

navigation. Will open a new window that will show the calendar or list view the

timetable. Viewing time is depicted in Figure 4.1.

 

 

This view depicts all the events on file for a particular day. The display can be

changed weekly, monthly or annual clicking on the correct icon.

 

 

4.1. Add an event to calendar

 

To place a call or meeting from the Calendar view, click on [Add Event] and select

the desired type. A window will pop-up in the calendar, as shown in Figure 4.2.

 

 

 

 

 

 

 

 

 

 

 

Figure 4.2

 

 

 

 

 

 

 

 

 

 

 

Fields on the form event

Event Type: Select a call or meeting.

Event Name: Enter a name for the event

Description: You can add a small description about the event.

Share:You can mark an event as "Public", so a new event created will be shared

with other users. (See the section "Sharing Calendar" for more information)

Status: The default state is on "planned." If necessary change the setting.

Priorities Set a priority level.

Assigned to:By default, the user who creates the event is its owner. You can change if

necessary.

Start date and

closing date:

Each event has a beginning and an end. An event may extend over several

days. (For example: a business trip)

Inviting

At an event you can invite other users by following the instructions depicted

on the display. Be careful, the event so dramatic it goes to the user's

calendar invited.

 

 

You can click on the tab "Warn" to schedule an automatic email reminder, as

shown in Figure 4.3

Figure 4.3

 

 

For the reminder messages must enter the time and a valid email address.

Furthermore, the CRM allows you to schedule events that recur regularly, clicking

on the tab "Repeat", as shown in Figure 4.4.

 

Figure 4.4

 

 

An event may also be linked to Contacts, Lead etc., As shown in Figure 4.5.

 

Figure 4.5

Figure 4.5

 

Notes

Each user has their own calendar, but it can be shared with other users, as described in

"Shared Calendar".

You can invite other CRM users to call or meeting.

The calendar will be shown on the display with the language defined by your browser.

 

4.2. Tasks

 

vTiger helps to schedule the tasks. These are always assigned to a user or a

group of users created on vTiger. You can not invite someone to a task and even

connect more than one contact to a task. But the task can be transferred to

another user, changing the owner.

NB

The tasks are presented in your calendar and are depicted on the display Pendants and

upcoming activities in the Home user.

 

You can add tasks to different positions on vTiger: from a contact card, a card

opportunities etc. Clicking on "add task" a window will appear, as shown in Figure

4.6, where you can add information.

Figure 4.6

4.3 Calendar Sharing

E 'can share their calendar or a specific event with other users of vTiger. Are

possible, the following shares:

 

1. Directly from the calendar settings

select [View Calendar]> click on [Settings Calendar]> settings Calendar

(inside the pop-up), select the list of users with whom you would like to

share your calendar, as shown in Figure 4.7.

Figure 4.7

 

2. Share events related to users in the hierarchy of roles

regardless of the settings to share events on the calendar, if an event is

made public, all users of vTiger can look at it. To make a specific public

event, the moment of creation, click the checkbox [Public], as shown in

Figure 4.8.

 

 

 

 

 

4.4 All Activities

If you want to see all activities in one list, you can click on the Tab [All Activities]

menu on the calendar, as shown in the example in Figure 4.9.

Figure 4.9

The list can be customized based on criteria of your choice. For further

instructions on the possibilities to change the display of the list, refer to section

"Working with Lists".

 

E 'can also mark a task as closed by clicking the plus sign [X]

The display of the list you can click on the name of the activity to see detail, as

shown in Figure 4.10. At this point, the details may be modified, or duplicate the

work of a new insertion. Always from the same interface, you can add a label (so-

called "TAG CLOUD") in reporting to all users of vTiger.

4.5 Import and Export Activities

To import or export tasks from your office applications, vTiger provides a set of

extensions that you can install on your computer. This includes the Outlook plugin

for Windows or an extension of Thunderbird for Windows, Mac or Linux.

See Chapter 16

 

Figure 4.10

 

Chapter 5: Management in CRM emails and documents

You can use the mail client that allows you to carry out massmailing. There is

potential to use the features of Email Template to prepare and save your

message templates and then forwarded to all leads, contacts and companies you

select.

There are two types of template:

Template forEmail: vTiger created through a simple model to be used for

communications to your customers. E 'can create a template for each

type of communication and use it without having to rewrite every time.

MailMerge TemplateThis template allows you to create Word files

compiled automatically with the mechanism of the Press Union for details

of the modules Leads, Contacts, Companies and customer service. To

learn more about this feature, see Chapter 17.

Emails is both a form for receipt of email and the cataloging of email messages

sent to users of vTiger. Any mail message sent to Lead, and business contacts is

stored in the respective folder.

5.1. Send and receive email

vTiger offers multiple options for sending emails to customers, employees or

other contacts. You can send emails to your contacts directly from vTiger, or use

the Plugin for Outlook and Thunderbird for synchronization.

To send email you must configure a common server for access to email, as

explained in the last chapter on setting vTiger.

5.2. Send emailIf you want to use vTiger for sending emails you have

three options:

1.create an email starting with the details screen of one of the Lead, Contact

or Business. In this way, the mail is sent automatically stored in the card

details Lead, Contacts, Companies. See the example in FIGURE5.1.

Figure 5.1

1.select the recipient from the list view as shown below in Figure5.3.

2.can, alternatively, create an email directly from the menu Email, came

in Figure5.2.

Figure 5.3

Important

To be able to send an email, vTiger needs your outgoing mail server.

The setup is explained in chapter 15 dedicated to the settings of vTiger.

For the composition you can use the input fields based on

the following description:

To: It should be added to the email address of the recipient.

CC:"CC" stands for Carbon Copy. You can enter the address of the recipient who

receives a copy of the email.

BCC:"BCC" stands for Blind Carbon Copy. You can add email addresses will not be

visible to other recipients.

Subject: You can enter a subject for your email

Attachment

s:You can add an attachment to your email

Description

:

Here you can enter your email message. The email will be sent in HTML format.

You can use the tools available to change the graphics settings of the email.

NB

vTiger can store your signatures and add them to your standard email messages

automatically. The signature must be inserted from the "My Settings" in the login CRM. You

can also find more explanations inSection: UserConfiguration.

The description fields are used for the following purposes:

Select Email

Template:

vTiger offers you the opportunity to work with Template for emails. These

templates must be memorized in vTiger, as explained in Section "E-

mailTemplate".

Send: Lets you send the email.

Save:You can save the email without sending it. The email will be saved and enter

into the list by clicking on the menu Home Page> Email

Sending mass email

If you need to send the mail to a group of contacts in vTiger you operate in the

following way:

Create a list of leads, contacts or companies. Use the filter function to

select the records you want. Refer to Section "Customized List"for more

clarification.

Save the list as selected.

On this list, select the contacts you want to send mass mail. Click the[Send

Mail] as in Figure5.3.

Screen will appear"Creating mass email", shown in Figure5.4.

Figure 5.4

Fill in the text of your email and send it.

Important

1. vTiger manages the blackout lists sending emails to individual recipients.

In this way, the contact will receive a "mass email" does not realize that

this same email was also sent to other people.

2. vTiger, automatically inserts in "More Information" all emails sent using

their webmail and which are related to Contact, Lead, Companies from the

To: field (currently does not allow for fields that automatism C: or CCN:)

 

5.3. Synchronize incoming emails

You can use the plugin for Outlook or Thunderbird to synchronize email on vTiger.

Refer to "Synchronizing Email with vTiger" for more information.

Otherwise, you can see your email directly from vTiger, provided that vTiger

configured on your mail server.

To display the incoming click[My Home Page>Webmail] in the navigation area as

shown in Figure5.5.

Figure

Figure 5.5

Click the[Server Settings IncomingMail] to open the configuration menu of

the mail server as shown in Figure5.6.

Figure 5.6

Index Fields

Display Name This name will be displayed in the list of mail server account.

Email The email address used to receive mail.

Mail server name

or IP

You must enter the address of your mail server. Use a name or an IP

address.

Username Username to access the mail server

Password: Password you use to access the mail server.

Email Protocol:

It is currently available as the IMAP mail protocol. The POP protocol is still

available through our application.

Contact us for information at info@crmvillage.biz.

SSL If you wish to use this security system.

Valid certificates:If you use an encryption system, to access the mail server you have to

choose whether or not to validate the certificate.

Timeout Maximum time to update the post

Email page You can select the number of emails you want to display per page.,

 

Note: The incoming emails are not secure. This means that vTiger does not protect against

viruses transmitted via email. It is therefore necessary that the protection occurs on emails

received on the mail server.

5.4. Folders Webmail

As you can see the mail folders are of two types

Figure 5.6

 

where you can find in my mail incoming mail, ie mail coming to your mail account

configured on vTiger and mode of view (as IMAP) and Post Office in return you can

find e-mails sent divided by type of user.

 

5.5. Notes: The base system documentary vTiger

Notes are handy tools to add more contact information, Companies, Lead,

Opportunity, Products, Invoices, Orders, but also the sale and purchase.

Notes can be created directly from the form in which we, as in a contact card, or

from the Notes form.

For each note you can attach a document (such as PDF, Image, Spreadsheet,

etc.). So that, when used in this way, you can use the form on the Note as a real

documentary, where over the document itself own (see 2 in Figure 5.7) we

Protocol by a code inserted in the title (see point 1), a description field (see

Section 4) and a series of links (see Section 3) for connecting with other modules

vTiger . Thus, if for example we make available to the entire business structure to

form a compilation of privacy for new customers, just like a mark registered under

DP (as documented privacy) and upload it to a new note. It will then create a filter

(see Figure 5.8) called "Privacy Documents" where we will take care to include an

advanced filter to the field "Title" that requires filtering of all notes that contain

DP in the domain. We will then always just a click away all the documents that

concern us privacy.

Figure 5.7

Chapter 6: Process Management CRM MarketingFor the management of marketing activities, vTiger offers a range of useful tools

both from a practical standpoint, such as sending email marketing, both from a

tactical point of view. In this chapter we will see then what are they and how do to

use them.

EMAIL MARKETING AND MASS MAILING

Here are the steps to manage the sending of email marketing to your target (Lead

and / or contact and / or companies)

a) create lists based on filters vTiger to pinpoint the target. See figure 6.1

Figure 6.1

In this way, based on filters you create lists of useful work. So you can do from the

selected list of marketing activities, in particular two:

1.send email using the technique of template> preloaded template

email marketing via the Settings menu (available only to administrator

users see Figure 6.2). In the creation of templates you take account of the

fields you want to use automated build and always of the form to which

they relate (ie: contact form> template for contacts; Lead form> template

for Lead)

Figure 6.2

You can now return to your list filtered properly and proceed with the sending of

email marketing, selecting contacts / leads that interest you and clicking the

sending of email marketing templates created. Consider that the sending of

emails is always in vTiger in single mode, mail for mail, though apparently it

seems that the list is sending all visible (see Figure 6.3)

Figure 6.3

 

The email sent will still be so attached to the card of the customer to understand

the historical level communication sent to the customer.

2.notified by regular mail to the client> for holders of Office in

particular Word and also given the opportunity to do mail merge from the

same list you created earlier (see Figure 6.1). Again the steps are first

need to download and install the plugin for Office (for details see chapter

on PLUGIN Office, Outlook, Thunderbird). Then create the document

template (see Figure 6.4) and save it to your desktop.

Figure 6.4

Load the document using the form vTiger> Settings> mail merge templates

 

You can then proceed using the system to merge (called vTiger Mail Merge) going

on the summary screen of your interest form (Contact, Lead, etc..) Select the filter

of your interest and the names of your interest. Then click on "Merge" and you will

create the Word document with a. Doc for your interest in all the names selected

(see Figure 6.5)

Figure 6.5

NB

the system to function has the following requirements to the customer user:

Interner Explorer IE 5.5 on Microsoft Windows 2000, Windows NT4 SP6, Windows

XP.

Council:

Experiment before you put it all in production and in particular those who create

the Template from Word should avoid doing the mail merge documents with

vTiger plugin for Office installed. Can create conflicts.

MARKETING CAMPAIGNS

The main purpose of Marketing is to be able to associate with the names

(specifically Leads and Contacts) marketing activities very specific. In practice,

the campaign creates a link between the intentions of marketing (in particular on

activities of Customer Marketing) and business destinations. Indeed associated

with the Campaign to a contact or lead, any person called to manage the

customer can see it from your card. The marketing campaign can then be used

both positively> for promotional activities and coordinate client lists details>

insolvent or have a particularly severe problem (see Figure 6.6).

Figure 6.6

After loading the card as it appears here is the contact:

Figure 6.6.1

 

Another type of campaign is to use the module for the telemarketing (with or

tightening integration than a system of Call Center). Here you can work in two

ways:

a) Lead and then click on lists of names on which you plan to work. The lists can

come from various sources such as trade shows, Web sites, lists purchased from

approved suppliers (including unauthorized, but always better not to risk). The

prepared for loading CSV on Form Lead vTiger and then create a list of related.

Then proceed with the same mode seen above. The end result is that the

campaign will present a list of names to contact (see Figure 6.6). You can then

start making lists directly from the module to manage the staff of Telemarketing

Campaigns. In practice

the operator will display the name with phone number

arrange to make the call, and if so opens the card of the Lead and can

then proceed to convert the Lead in Contact (1 of Figure 6.7) or assign a

task of first telephone contact or meeting with an agent (2) or the flagge

Lead for aftercare (3)

Figure 6.7

INFORMATION ON THE FIELDS OF MARKETING CAMPAIGNS

Here is the list of the main fields of the form of marketing

campaigns vTiger

Campaign Name: Name of the campaign.

Campaign Type:You must select a country from the list, which is always adjusted by your

administrator.

Product:You can select a product from your existing product catalog to connect

the campaign to the product / service

Campaign status:Select the status of your campaign. The list can always be changed by the

administrator.

Closing date

planned:You can include the date on which the campaign will be over ..

Revenue budget: You can enter an amount of profit you expect from the country.

Budget and actual

costs:You can include the costs for your campaign.

Expected

responses:

You can include the level of responses you expect to receive from your

campaign.

Assigned to: You need to give the campaign to a user or group.

Target You can define the target to which you turn your campaign.

Description: You can add more information to the Campaign.

NB

If you want to track how many opportunities are being generated by your

campaign, you can:

a) create them directly from the module Campaign

b) create the opportunity and connect it to the campaign in Campaign Source

Chapter 7: The process of budgeting in CRMTo manage the sales process through vTiger is important to define the catalog

products /services and its price. Defined a catalog of products, you can

assign to each product more lists so you can manage different sales

channels, this possibility is also useful if your company has different

types of customers that require a different price. You can use a special

retail sales, a distribution channel, price lists for end customers or

others.

vTiger also allows you to manage the cycle liabilities such as purchase orders and

vendors. It 'still a form designed for businesses that have no particular need to

manage their suppliers. For those who want to learn how to extend or customize

the form to send your report also info@crmvillage.biz

7.1 Create a list

To create a new list click on'[icon +] in the Inventory>Price. A new window will

open, as shown in Figure 7.1

Figure 7.1. (New Price)

To avoid confusion, it is necessary to assign a unique name to the list. The

program also allows you to insert a description for future reference. Mark the

check box[On]if you want to have this list for quotes, orders and invoices.

7.1.1. Connecting with products

To add a product to your list click on[More Information], as shown in Figure 7.2.

You can add a product or service to your list by clicking[Select Product].

There is therefore a list of products in the catalog. Selected, you can enter the

price linked to that list. From now on you can use the list to create invoices,

quotes and sales orders.

 

Figure 7.3. (List price related to products)

 

below prior view on the form of choice of the price

7.2. Suppliers

vTiger can enter an unlimited number of suppliers for the management of your

purchases of products or services dedicated to your company or your customers.

These suppliers are inserted separately and not part of the lists of contacts or

accounts.

To enter a new supplier, click on'[icon +] in the Inventory>Suppliers. Will open a

new window, as shown in Figure 7.4.

Figure 7.4. New Suppliers

You can add the following basic information:

Name of

Supplier:You can use the name of the supplier company.

telephone: You can enter the phone number of your supplier.

Email: You can enter the email address of contact your supplier.

Website: You can enter the website of your provider.

Code

accountantAccounting category code of the supplier

Categories You can connect the supplier with a category, if required.

Clicking on "More Information", you can complete the card by adding

your vendor mailing address and a description.

7.3. Import and export of products

The functions of export and import can exchange data between vTiger and a large

number of programs in your company. All product data can be exported or

imported always in CSV (fields separated by commas).

You can begin to import or export by clicking on the menu Inventory> Products in

the navigation of your CRM. You get a list of your products. Use the icons at the

top of the list to begin the import or export as shown in Figure 7.5

Figure 7.5

Chapter 8: The sales process (Lead, Opportunity, Quotations and Orders of Sale)The sales process is divided into vTiger into three main phases: pre-sales, sales

and after-sales service. In practice, starting from those leads, ie lists of potential

customers (the classic case lists are purchased from different suppliers on the

market), we proceed toward the conversion of the same in contacts and

companies and then on to sales opportunities. If you close sales opportunities can

positively develop other phases of management such as customer care and

services provided.

Here are some points of particular importance:

creation of a Lead: vTiger in what are usually defined marketing lists

from websites, word of mouth, Fairs and suppliers of various contacts are

handled with the module lead. In practice, the Lead is a simplification of

the customer record (done in a contact card or card company) just to

speed the whole process of management of these names. Lead In fact

many of these should be discarded with the goods and services that your

company offers. So before you go to "dirty" the customer database is a

good idea to load all the lists of potential customers on the Lead form and

only later, after verification by the sales force of real interest to convert

into a customer (company / contact). In this way will always distinct

activities to be done on potential customers than those on real customers.

creating a salesopportunity: This phase is accomplished by converting a

Lead, when the interest shown by potential client, or directly through the

form on the opportunity, when the interest comes from a customer

acquired. The opportunity can be connected to many entities of vTiger

tasks, events, notes, products. In this way the CRM keeps track of the

strategy developed in the field to get to arouse the interest of a potential

customer or acquired.

Estimate: It is the stage where you define the sales offer the

opportunity to associate created in the previous phase. Since a

quote is associated with a product / service, one must first define

the productcatalog. In vTiger first to write a quotation, it must also

define the system of taxation, if it needs to be applied.

Order ofSale: Through this module, vTiger manages the order of a product

/ service received by the customer. The sales order can be created from

quote previously created, in this case vTiger allows you to manage the

differences.

8.1. Introduction

VTiger can be used to trace 'sentire sales process, beginning with the first contact

and ending with the services of sales and services. vTiger use, during this

process, different stages:

1. Lead

2. Opportunities (sorted by different levels, priorities and other criteria)

3. Quotations

4. Sales orders and purchase

5. Invoices

6. Customer Service and FAQ

8.2. Lead

Leads are the first stage of the relationship with potential customers. Lead your

company can get from activities such as trade shows, website, word of mouth

marketing campaigns.

At this stage the future Lead includes three entities vTiger: Contact, Company,

Opportunity.

When you create a Lead you can keep track of:

data of the individual and organization

Description Lead

qualitative value of a particular lead for your company

These data will be stored as standard fields for your CRM. Your administrator can

also change the type and number of data standards necessary for the creation of

Lead. Consider the lead as the best starting point for the management of your

business and marketing.

For consultation Lead you can view them directly to the list, as shown in Figure

8.1

Figure 8.1. Lead-List View

This view represents a powerful tool to search and find any information on the

Lead, using the command shown in Figure 8.1 with the red square. From here,

moreover, you can also do the activities of "mass" on the Lead present in the list.

In particular:

Cancellation

sending mass mail

change of owner

status change

NB: As with all views module vTiger can change the fields shown in the columns

and make some permanent filters that allow you to work on lists suited to your

needs (Figure 8.1.1).

Figure 8.1.1

8.2.1. Lead Details

To get into the details of Lead click[Surname].A new window will open as shown in

Figure 8.2

Figure 8.2. Lead Details

In particular, the connections of Lead to other

entities vTiger found:

Activities: connection with the module calendar

Email:link with Webmail vTiger, all the emails that are sent to this lead through vTiger

are archived here

Historic

Activity:connection with the module calendar with specific activities include closed here

Annexes

and Notes:

You can add notes or attachments to Lead. An attachment can be any type of

file, such as data sheets, contracts, etc..The attachments are saved as tab only if

you use the Lead on the Note will automatically be included in the module also

notes (as a real documentation system)

Products: You can add information on products or services related to Lead.

Campaigns

:You can select a campaign which must participate in the Lead

8.2.2. Lead Import and Export

You can import or export the list of all the Lead. To use these functions you need

to import and export privileges provided for the system administrator.

8.3. Opportunities

The opportunity attached to a lead, can be created when converting from Lead to

Contact / Company. The opportunities are characterized by the fact that it exists

(so it is verified) a real interest for your products / services by the lead and then is

time to open negotiations. The existence or not of interest can therefore be

considered as the parameter that typically leads to conversion of a Lead in

Opportunities / Contact / Company.

Additionally, creating an opportunity can be performed directly from the

Opportunity form as for all other modules, see the next paragraph.

8.3.1. Direct Entry Opportunities

Opportunity at the time of creation, comes as shown in Figure 8.4

Figure 8.4. Opportunities' Vista-Edit

The main fields of Expediency can be

described as follows:

Opportunity Name ': Give name opportunism.

Amount:

It 'a field that is required for those who want to make predictions on the

value of opportunities open. It is not yet final but logically if this amount

is multiplied by the probability of closure is obtained significant value for

forecasting business.

Company Name:Select your company name already stored in your CRM clicking

on[folder icon] at the end of the line.

Expected close

date:Potential date of termination of business.

TypeSelect a type of opportunity. The definition of the type can be freely

configured by your system administrator.

Next Step: Insert the next step, if you want to report the next steps.

Lead Source:Select a source of Lead. The source can be freely configured by your

system administrator.

Stadiumsale: The definition of the stadium can be freely configured by the system.

Assigned to: Select the owner. Default is assigned to the user who creates it.

Probability (%):

Enter the probability of success of opportunism. This value should then

be multiplied by the amount. This way you can get an estimate of the

probable value of the singular opportunity. You can add all the numbers

from 0-99.

CampaignSource:The opportunity to connect to a campaign in place. If the opportunity is

created by the Campaign this field is populated automatically

Description: To enter additional information on the appropriateness.

8.3.2. Additional information on opportunities.

Like any other module, the opportunities are linked with other modules of vTiger,

see Figure 8.5

Figure 8.5.

description of connections:

Activities: To see all activities related to or create new ones.

Contact:To see a list of contacts for the opportunity. You can select additional contacts

already stored in the CRM system.

Products: To see a list of all products or services that are related to opportunism.

Stadium

History of

Use:

Every time you change the stadium store will be created a new record in the

history list Stage of Business.

Notes and You can add notes or attachments to opportunities. An attachment can be any

Attachment

s:

type of file, such as data sheets, contracts, etc..The attachments are saved as

tab only if you use opportunities on the Note will automatically be included in

the module also notes (as a real documentation system)

Estimates:

To see a list of quotes related to the inclusion or create new ones. In practice,

the estimates can be created or in-chief to business if you have a kind of

business that usually open for business as a negotiation only if you have several

open or to open negotiations on the same company then this is the case of

creating estimates by form opportunities. In this way, you will have an

important fact to historical levels ie for a Company> How many opportunities

open / closed and for every Opportunities> How many Estimates

Order of

Sale:

To see the list of orders related to opportunism. The order form is typically a

form useful if you practice as a confirmation of order and not the budget.

Otherwise you can not use it.

Historic

Activity:Here you can see a list of all your past activities.

NB

for sales opportunities, you can use the import and export data

8.4. Quotations

How to create them?

- From the inside tabs Opportunity Company or at the links with other

modules

- Directly from the form estimates that are submitted on the tab "Sales"

What you need to do first?

- The module is based on the Estimated product catalog, you must then

load the product catalog in advance (also indicating% VAT) and possibly

upload the lists to sell if you have them.

- Estimate the module takes the data directly from the registrar

connected, you then compile the data for the Company prior to the

drafting of the budget.

What contain?

> If you use the form with fields Estimated tax by custom vTiger.it-

CRMVillage.biz here is the description:

The Figure8.5.1, shows the information displayed for the inclusion of a quote.

Figure 8.5.1

1.displays the subject that is the name for the quote

2.automatic code progressively modified budget

3.company name, if you create a quote from the card company is awarded

automatically and so also the shipping address

4.fields that are filled in automatically when you create the quote from the

card company

5.to prepare the budget must first have loaded the products catalog and

possibly also the lists of sale (6)

Once you save the quote or you can create the PDF on the invoice or order of sale

as shown in Figure 8.5.2.

Figure 8.5.2

The PDF you will find the data of your company includes VAT and those of the

company to which you are doing the estimate including VAT if inserted.

For detailed description of the fields used by the module prior product please

refer to the description under "RETAIL PRODUCTS" equal for both versions and

CRMVILLAGE.BIZ STANDARD

Tab of the budget, once saved, you can find links to several useful things (figure

8.5.3.) Indeed find links to sales orders, possibly created by the quote, notes and

links to the attachments (eg: if the estimate you do it always in text format but

want to save the numerical values on the form prior to reporting for commercial

vTiger can attach to the prior estimate in vTiger actually written in text format),

links the form CALENDAR (eg if you call after 48 hours the person to whom you

send your quote you just create an activity calendar that will be linked to the

estimate itself), the historian of states in the quote (eg: if we expect that the

estimates of the internal approval process can see the stages Historical thereof)

NB

Be careful if you want your logo and your data appear in the budget (as well as

the invoices in PDF format) you have previously entered this information under

Settings> Company Details

Figure 8.5.3

> If you use the module Estimated standard here is the description:

The Figure 8.6shows the information displayed for the inclusion of a quote.

Figure 8.6. Estimate

The information that you can enterare:

Subject:Name the Quotation. E 'recommended to mention the company name (eg

"Company Name - Name Solution - Version number").

Opportunit

y Name:To connect the preventive and Opportunities.

Stadium

Budget:

The CRM offers the possibility to have a quote with different phases. Useful in

case someone else has to approve the budget.

Valid until: Enter the expiry of the quota.

Team:This field was added for internal use. In the event that a team working on this

budget, you can make a note here.

Contact

NameHere you can select a name of a contact connected.

Courier: If you need to send a well you can select a courier.

Shipping:You can add additional information such as purchasing an approximate date for

the shipment (for internal use).

Inventory

Manager:

If you use CRM to manage your inventory you can select here the manager of the

inventory. The moment you press the[Save],the inventory manager will receive

an automatically generated email from vTiger that will provide information on

the budget. Your system administrator can change settings

Company

Name:To connect the quote to a company.

Assigned

to:Select the user in charge of the CRM budget.

Product Details

Estimates for vTiger treats all types of taxes and discounts that can be applied to

offers of products and services, including local taxes, state or federal taxes and

even special. These fees can be calculated on each product / service or on the

total. Before selecting the product / service you must then decide which mode to

use for taxation. vTiger supports both the taxation of individual products that

this total.

The figure below shows an example to introduce the details of the products

calculated with the mode individually.

Figure 8.7. 

In the picture below you can see the details with the inclusion mode Group. Here,

the amount of taxes to be calculated after the inclusion of all products.

Figure 8.8. 

Fields that can be used for products on Form

estimates

Products:Before you create a budget, you must have created a catalog of products or

services. E 'can add a comment for each item offered.

Quantity in stock: After selecting a product you see here the quantity in stock.

Quantity: You must select a quantity of goods or services offered.

Unit price:After selecting a product or a service, the unit price, as defined in the

catalog will display.

Price:

To enter the price. You can use the'[books icon] to select the money from

your catalog prices. This is especially useful if you maintain different price

lists for different types of customers.

Discount:

Select a discount for every product or service or a discount to the total. This

discount can be expressed as a percentage (%) on the price list or specific

figure.

Taxes:

vTiger calculates the taxes based on information passed from your product

catalog. E 'can change the fee without changing the insertion of the product

catalog.

Cargo Ships: You can also add loads of shipment.

Fees for shipping:Figure 2.31. Order of Sale - edit view for sales orders and Address

Information

Adjustment:Figure 2.31. Order of Sale - edit view for sales orders and Address

Information

You can add additional charges or corrections. The terms and conditions can be

defined by pressing the[More Info]. Your CRM administrator may establish the

terms and conditions of default.

8.5. Sales Order

Sales orders are the orders they receive from customers. An order for sale may be

different from the estimate and vTiger can keep track of these differences.

You can also create a sales order from a quote by opening the list view of the

estimate and click on the button[New Order ofSale]. This will automatically

transfer your information to new sales orders. You can also create a new order of

sale click on'[icon +] from the list of orders.

In both cases, it will open a new window as shown in the figure below. If you

create an order from a quote you'll see that all the fields introduced in the budget

are filled automatically (Figure 8.9)

As for quotes, sales orders also have links with other modules to increase the use

vTiger as:

> Links to activities'

> Connection NOTES

> Ability to attach files

> Link to the invoice (or a sell order generated an invoice)

> Historical activity

> Historical states sales order

Figure 8.9. Order of Sale

Standard fields for sales orders

Subject:You have to give these orders to sell a name. It is recommended to

create a unique name and include the company name.

Opportunity Name: You can link sales orders to opportunities.

Customer number:If your company works with numeric codes customer, you can submit

it here.

Name Budget: To connect your order with a quote.

Purchase Order:Customers have placed an order with an order number to purchase

their own. Can be inserted here.

Contact Name You can select a contact connected to your Order.

Expiration Date: To set an expiration date of the Order.

Transporter: You can select a courier from your favorite client.

Status:Select a state for this sales order. This is a handy tool if orders

should be approved.

Factory setting: If there are special taxes or other costs related to this order.

Company Name: You must select the company that is attached to this sales order.

Sales commissions: Here you enter a sales commission.

Assigned to:Select the user vTiger responsible for this sales order. You can select

each individual user but not groups.

8.6. Purchase Orders

vTiger helps you in the purchase of goods and services. This could be useful if you

have to order something to complete a sales order for a client or for internal use.

To enter a new purchase order you must click on [+icon] on the menu Inventory>

Purchaseorders. Or you can click on[Add New PurchaseOrder] on the display of

suppliers Inventory> Suppliers. To use this option vTiger will transfer vendor

information to the new purchase order automatically. Will open a new window as

shown in the figure below: 

Figure 8.10. Purchase Order

NB: the procedures for filling in the address fields for the supplier are the same

estimates and sales orders. The same applies to the products and PDFs

List standard fields for purchase orders:

Subject: Name Order

Vendor Name: You must select the name of the supplier in this vTiger

Requisition

Number:If you use this code, please enter it here.

Tracking

Number:

If there is an identification number for tracking, you can enter it here. (To

learn the status of shipment)

Contact NameYou can select a contact for this order, referring to one of your seller or a

person who works with you on this purchase order.

Expiration Date: You can enter a date for this order.

Transporter: You can also select the carrier.

Sales

Commissions:You can enter a sales commission, included in your purchase order.

Factory setting: You can enter information about fees (a numeric value).

Status:If more than one person works on this order, you can use the status field to

distinguish between certain levels of completion.

Contact Name You must select an account for this sales order.

Sales

commission:You can enter a sales commission here.

Assigned to: Select the user CRM responsible for this sales order.

8.7. Invoices (for version CRMVILLAGE.BIZ)

The use of the billing system in vTiger is very useful if you want to trace amounts

in payment, the invoices for the company and perhaps solved. The system proves

very useful regardless of the use of the RFP form. This is because companies

typically prepare estimates and very very accurate text description of products.

This makes it really difficult the implementation of the module estimates.

However contrary to the bills that are almost always only very short descriptions

with the sums and means of payment.

To create the invoices, click the[+ icon] menu Sales> Invoices or if you prefer,

use the[Create NewInvoice] on the list view of selling orders. You'll see a new

window, as shown in the figure below:

Figure 8.11. Invoice

You can add the following information to your

bill, considering, however, that if you create

an invoice from a quote or sell order on this

vTiger will be reported in all fields including

the products sold and the address of the

customer, but if you do the creation

businesses from the module, will be reported

only descriptive fields of the company and its

VAT number.

Subject: Name of the invoice.

Order Sales: When connected to a sales order

No Client: if the customer has an internal code

Invoice No sequence number automatically modified

Invoice Date: Each invoice must have a date, you can select it from here.

Expiration Date: You must enter a date for this bill.

Purchase Order: You must enter information about a purchase order that refers to this bill.

Factory setting: You can enter information about the excise if you

Sales

Commissions:You can add any sales commission (numeric field)

Company Name:You must select an account for this invoice. Select the account, the address

field will be inserted automatically.

Status: assign states to the invoice (in shipping, paid etc.).

Assigned to: down here if the assignee must be someone other than the manager

NB

print the PDF always apply the same rules seen for estimates and sales orders.

Then build the first fields on the relevant forms and then make the bill. In

particular:

FOR YOUR COMPANY DATA:

SETTINGS> OTHER SETTINGS> COMPANY DETAILS

FOR DETAILS OF CORPORATE CLIENTS:

in the relevant data including the VAT and the bank support if you use the RIBA

Chapter 9: Management assistant in CRMCRM allows you to manage even the phase of post-sale through the form

of Customer Assistance is needed for these types of situations:

Manage any problems or requests from customers about products and

services

Provide the customer through the generation of a support ticket tool to

monitor the progress of work on each specific request

Sales department to provide an overview of the requests made by

customers for each product / service offered

Manage project phases subsequent to the sale

As mentioned, the customer support form is based on the TICKET. The ticket

represents the request of a client referred to a product / service purchased and is,

therefore, associated with various other entities vTiger (eg Calendar, Companies

etc.)..

Some examples:

> To make a solution sold we can open a ticket that track the state and the

number of solutions to be issued

> If a customer has a support contract we can open a ticket of one year about

who should manage the client of his right to

> If a customer calls us for a complaint or a report of a malfunction can we expect

to open a TICKET

vTiger offers a system of FAQ where for each product / service creates a list of

questions and answers. This list is generated from common questions made by

customers and serves to provide a first level support.

Customer Assistance through the module you can analyze the various ticket

originating from customers and manage the most common through the FAQ

system. In this way the two systems work together to provide after-sales service

increasingly skilled and improve responses to customer.

9.1. Create New Ticket

vTiger considers the ticket as any kind of service request by the customer after

the sale.

To create new ticket, open the menu Help> Customer support as shown in Figure:

List Ticket. You can use the icon with the magnifying glass on top of the list for

research. You can also use this menu to change the owner of a ticket or delete the

wrong ticket (see Figure 9.1)

Figure 9.1. List View Ticket

The fields available in the standard version are highlighted in Figure 9.2. In

particular, utility areas, for example:

> Priority ': indicating the order in which tickets must be performed (it is a field

that should be completed by the service representative)

IMPORTANT: If the priority field should be completed by customer service, this

field should be completed by the commercial customers who take responsibility.

Indeed, the value should be assigned according to the importance of the

customer than the company.

> Categories indicating the type of ticket that could be for example: a complaint,

issue resolution, warranty etc..

LINKS A is the field that allows you to link the ticket with the company or contact

on (if you create a ticket or contact the card company is compiled automatically)

> State: need for managing filters, so you can create filters that let you quickly

find out which projects are open or those in other states of interest to you.

> ENCLOSURES: how many attachments you can connect the TICKET to treat the

documentation necessary for the management of the

Figure 9.2. Ticket

Capiloto 10: the additional functionality of CRM10.1. Lists

Lists modular structure to facilitate the research data in vTiger. Defining a list is

to create a search system attivabilie when necessary. Custom fields that you may

use to customize vTiger modules can also be used as filters for the creation of

lists. You will, therefore, the ability to generate ad-hoc search engines.

By USING the listings you can customize views of data based on the needs of each

individual user. You can define lists of default for searches and other standards to

be used in specific cases. The lists are defined on vTiger can be used not only by

their creators but also from other users of CRM.

10.1.1. Create a List

The following explains how to create an independent view from a list of

companies. This mode is also applicable to all the other lists.

Configuration parameters:

1.content of the columns (fields of the list shown)

2.the time interval in which the data have been created or changed.

3.search operators such as "E" or "OR", "contains", "NOT CONTAINS", etc..

To create a new list of holdings, click[New],as shown in Figure 10.1:

Figure 10.1.

From this screen, as shown in Figure 10.1.1, you will have the opportunity to

create your customized list.

Figure 10.1.1

Where you can:

Section 1, choose the fields of view of the grid of Figure 10.1

Section 2, select the filter parameters in both standard and advanced

10.1.2. Box Key Parameters

The key parameter Box is placed on your home page. You can have a

comprehensive view of the most important key data stored in vTiger. This

quantity for a summary of the number of records contained in the lists you

created (Figure 3.2.1)

If in fact you are creating a list box is marked[insert in the keyparameters], vTiger

consider qHIS list of the key parameters and return automatically calculate the

data on the display of key parameters in the Home Page.

You can use the key parameters to answer questions like:

Ticket on those special clients are open?

How many sales opportunities are the last stage?

How many customers residing in the province of Milan?

Etc.

Figure 10.2

10.1.3. Search the list

If you search for information in your lists of leads, contacts, accounts and other

entities, the search function will help you find them quickly. Click on '[magnifying

glass icon] to open the display of search, as shown in the figure below:

 

Through the basic functions of search you can find entries relating to names, last

names, company names, telephone, website, email address and owners of data.

Also, you can search alphabetically.

If you click on[Go to AdvancedSearch] will open a search window that allows a

more detailed search based on logical combinations, as depicted in FIGURE below:

Figure 10.4. Advanced Search List View

Can be added many search criteria. You can switch between the basic and

advanced searches at any time. Click on button[Search]to begin.

10.2. Tag Cloud

Tag Cloud damage the ability to create heterogeneous groups within the

database. Allow, in fact, vTiger users to search using keywords (labels) with which

they are marked, above, the entries for individual modules (Lead / contacts /

companies).

These new groups can be defined freely. To

mark a form, you enter the nessario tab and

introduce the term of interest (eg:

"Important", "proposal", "Milan", etc. ..) at

the tag cloud with the[Add Label]. Insertion

tag cloud is depicted in the figure below:Important

The tag cloud is always individual words, phrases or expressions can be used combined.

Figure 10.5. Tag Cloud

To find all entries of vTiger marked with the same period, used the term place on

the list in the Tag Cloud. All terms will, in fact, put on display in the Tag Cloud

Home Page

To delete a term you have to go over the word and click the icon "x".

10.3.'s Chat features

Chat features offered by vTiger let you enter real-time communication with all

users of vTiger connected to your corporate network.

Chats can be public or private. Public chat allows all users to vTiger to view the

chat room where any user can read and write messages. The private chat instead

serves as a platform for communication between two users in confidence.

To open a chat room click[Chat icon]. 'll See a new browser window as shown

below:

Note: To open a private chat click on the name. Will open a private chat room.

10.4. RSS

Through the link to RSS feeds available on the web or created specifically by the

company, you can provide constant updates and real-time to all users of vTiger.

Figure 10.7

vTiger offers from the[Tools> RSS] can choose from a list of RSS feeds available

for users and display on the display each item available. Each RSS feed has a

unique URL web address similar to be found on the Internet. To see an RSS feed

you have to enter this address in vTiger.

10.5. My Sites

This area allows you to view the Web sites of interest directly on vTiger. The

system is very useful for tracking shipments to connect or communicate with

suppliers that rely on the web.

To see a website, create a[New LinkFavorite] clicking [Manage Site]. Click on[My

Sites] to see the sites included in the list.

Figure 10.8

Chapter 11: Reports and Dashboard CRMvTiger CRM allows you to analyze the data through the graphical tool

for dashboards and analytically using the reports.

Dashboards are a tool that, through histograms and cakes, provides important

indicators of the data stored by vTiger. S has access to the dashboard by the

voice indicators in the main menu of vTiger. Many of the dashboards are available

already configured to provide users with the information essential for a CRM

system.

Figure 11.1

Functionality and flexibility are guaranteed by means other than reports which

can generate prints on any data stored in vTiger.

The possibility exists to achieve the following reports:

Companies and Contacts Report

Lead Report

Opportunities Report '

Activities Report

Report of Ticket Request

Product Report

Estimate Report

Purchase Orders Report

Bills Report

Report of Purchase Orders

Campaigns Report

E 'can print any report or export it to PDF or Excel.

Reports on the flexibility offered by the function customize the report that the

ability to generate custom reports is summarized in that analytical.

REPORT AND DIRECTIONReports over the dashboard are a way of displaying data but certainly less

intuitive than more flexible to your needs.

In particular it should be noted that reports of vTiger typically allow you to do the

analysis between two modules of vTiger, such as sales opportunities with

companies or the companies for work in progress etc..

However there are already a significant amount prepared for your analysis.

Therefore strongly recommend that before starting to create new reports to make

a check if what we seek is already available. At most, the easiest way is to locate

a report very similar to what we try and then customize it (see below).

Let's see how to move then.

a) first question to ask: what kind of reporting we want? What kind of data we

want to see? Once you have decided the pattern on a piece of paper or a

spreadsheet can decide to switch to the second phase.

b) on vTiger there something similar to what you need?

If you then move on to step c) If not, continue to step d)

c) the report identified the open by clicking on the name:

"1" you can refine your report by period. In practice, choose the field of your

interest (first box) and then indicate the period in which you want to display that

data. If you choose "customized" the time period you mentioned it.

"2" you can modify your report. By clicking you will see a screen showing (see

Figure 1 below) that are already on step "Report Type" This is because once you

have created a report you can no longer change their name and / or linking with

other modules (see d) below).

Figure 11.3

You can then choose whether you want it or summarized in tabular form (with the

subtotals.) Let's assume you choose the path tabular most commonly used, you

will find in this screen where you can add or remove fields from the default report

Figure 11.4

Clicking on "next" you can choose whether you want to make riagreggazioni field

type "sum" "medium" etc..

Figure 11.5

Finally you will be on the following screen:

where to 1) you can choose the time period under analysis (see above) or

creating filters, something valuable, which take into account all the form fields

being studied as said in reports that are always 2. Note therefore that irrespective

of the columns that you choose to display in the report, the fields used for filters

are the ones available.

You can then matching, in the case under consideration: the report "contacts for

companies" you can then filter the contact fields and those of companies. For

example we can choose to display all the contacts where the company is based in

the province of Verona.

d) creation of a new report:

the steps are as follows,

Click on the folder below:

Figure 11.7

choose the form on which you want to create the report:

4.choose the form you'll get the tool to create the

report itself:

1.Now you are on the screen matching that allows you to associate as well

as form chosen at the outset (eg contact) also potentially linked to the

module (eg: Business, Opportunities, Quotations)

This enables you to extract data simultaneously combining two modules such as

contacts for sales opportunities etc..

Note that the pairings are always available and only those proposed in advance

by vTiger.

Chapter 12: Roles and profiling of users in the CRMThrough the Settings main menu you can access the vTiger section Users and

AccessManagement. This section allows users to define and customize vTiger to

ensure the confidentiality of data and the ability to define privileges for each user.

Through the voices Users, Roles, Profiles and groups can be defined users can

use only specific areas of vTiger. We believe it is useful to begin to define the

users only when it is decided which business processes are to manage vTiger and

not before having familiarized with the system.

For this reason, the installation package vTiger provides a single user an

administrator who gives you access to all features of the system.

Once you know the system is suggested to use utility to be defined. Managing

users and access is a powerful tool that lets you use vTiger also in the event you

are working for several companies, separating each company for leads, contacts,

companies, opportunities, products, price lists, tickets, activities and more.

Besides offering a powerful tool to use and customize the users access to various

modules of CRM, vTiger tracks usage of the utilities themselves by ensuring the

ability to understand "who did what."

Through the instrument control information user is in fact possible to trace all

actions taken by a particular user and possibly go after to make the tuning of the

privileges associated with that user.

vTiger CRM to manage security and access to information of its users throughout

its system based on roles. This will greatly simplifies management of

users, for which there is no need to re-create each time a profile, but

simply associate one already there.

Typically the management of roles is useful to medium-large in which we find

dozens of users with different roles hierarchy. In particular it is useful for:

Who wants to have a large number of people working with CRM

simultaneously.

Those who wish to check the rights of modification, deletion and reading.

Who wants to meet a particular business organization chart

The Rolesthrough the profiles and levels of access, allowing users to profile vTiger

CRM so that everyone can see only the information that is of interest for him, thus

ensuring the confidentiality of data between users and levels of organizational

charts.

12.1. Users

There are two types of users for vTiger CRM:

3. User standards

4. User Administrator

The standard user has limited access to vTiger CRM and can not access the

menu settings (Figure 12.1)

The administrator user is able to administer all the entities vTiger CRM as:

Users, groups and their privileged access.

Customize the user interface.

Create archives of communication.

Change passwords, disable users, and view the history of log

Management CRUD operations * for the data vTiger CRM

* CRUD operations are those of reading, creation / modification, deletion

of data

Figure 12.1

12.2. Defining roles

The basis of all the security system there are, as mentioned, the roles. Each role

is based on one or more profiles.

The administration of vTiger CRM should be expanded, based on past claims by

those in charge of corporate organization, managing the operations that can be

performed by different users and create roles that reflect the company's

organizational levels.

The course typically takes place in this direction (see Figure 12.2):

a) creation of profiles

b) creation of roles, which profiles are associated

c) creation of users, who are associated with the role

d) change the user-role associations based on organizational needs

Roles are also important because they respect the corporate hierarchy. In fact, if

we determine that the sales manager is on top, as a role at all area managers,

who will play the role associated with the Area Manager will see their data, while

those who take the role of sales manager can see only its own information, even

those Underlying the area manager.

Figure 12.1: Profiling-role-user

12.3. Definition of profiles

The profiles are used to define the privileges a user has against the data and

views in vTiger CRM. This way you can, for example, to establish per-user: which

fields are visible, such data can be modified, such data are considered private and

/ or public.

Then there is the possibility to create custom privileged access, see Figure 12.3,

to cater to specific needs.

Figure 12.3 privileged access personalized

The privileges include the following:

Permission to use certain CRM modules.

Permission to see the data in certain CRM modules

Permission to create or change data in a CRM module.

Permission to delete data in a CRM module

Permission to export the data from certain CRM modules

Permission to import certain data from CRM modules.

Table 12.1. shows the classification of types of privilege found in vTiger:

Table 12.1. Types of privilege for profile

Global

privileges:

When we create a profile, global privileges allow us to decide on possible

common to see or create all the information / forms for CRM:

View all: allows you to view all data in the organization.

Edit all: allows you to create all the data in the organization

Privileges

TABAllows you to decide that TAB see vTiger CRM

Golf

privilegesCRUD lets you decide what features you can do to individual field

Utility Allows you to decide on features such as: Export / Import Data, etc. Convert

Lead.

12.4. Managing Users and Access

And 'The module connected to the user management and access to them, then

the module that allows us to manage security, roles and access profiles to vTiger

CRM.

12.4.1. User Configuration

To create or manage users click on the menu Users, you will open the user list, as

shown in the figure below:

Figure 12.4 View Users List

Important

When you delete a user, vTiger CRM will ask who you want to be assigned to user data to be

erased. You can not delete the standard user and admin present by default in vTiger CRM.

Table 12.2. List fields default in User Create / Edit

User Name:Each user has only one user name. The user name, once created, can not

be changed. Each user has the ability to change your password.

Admin:Flagged this box if you want to create a user with administrator

privileges, regardless of role.

Password:When you create the user should be assigned a password that can be

changed by the user at a later time.

Name: Enter the name and last name.

Role:The role associated with the user must be created before the creation of

the user.

Email:Enter the email address for this user. The address will be used by vTiger

CRM to send the mail user.

Status:You can define a user as active or inactive. An inactive user is not allowed

to login.

Active view

'Default:

You can see the missing assets and decide what activities are presented

to the user's home page.

Lead View Default:Here you can provide the views of Default Lead and decide how you will

be presented Leads the home page.

Currency:

You can choose the currency (language, currency, currency) for this user.

The currencies used by vTiger CRM are defined in "Other Settings">

"Setting Currency".

Caution

Users with administrator privileges can see and change settings and all data

users.

Important

Login and password is not allowed the use of special characters like "-","/".

Table 12.3.'s List fields default More About me

Title You can enter the user's position and holding his unit.

Report to: You can select the supervisor / manager user.

Other email: Additional address of the user.

Signed For outgoing email, you can insert the signature.

Date Format: You can change the data format for this user.

Notes: You can add additional information related to this user

 

Roles> see above

Profiles> see above

Groups

The groups are effective tools to summarize users who belong to the same team.

Are used for function assignment vTiger CRM.

For example, if we take a ticket from a customer, based on a specific request, we

can assign it to a Group of vTiger CRM specially dedicated to the management of

the Ticket. In this way, it will then Management Group Ticket to decide who the

members should occupy the resolution.

12.5. Shared access

vTiger CRM allows you to set access privileges of roles. The latter can be divided

into two blocks, which is generally defined Global Accessand the Custom.

Therefore, it is possible to set access rules valid for all roles and at the same time,

given different rules only to certain roles. You can then cover the most diverse

needs of different organizations.

Important

If you enter changes in the shared rules, you must press the[Recalculate]to commit your

changes.

Figure 12.5 Priviligi Access Global - view list

Table 12.4. Types of permits shared

Kind Description

Private

Only the owner and assignee of the entity vTiger CRM users

with a hierarchical role above that of the owner, can read,

edit, delete and modify data.

Post: Read Only

All users can see the data entity.

Only the owner and users with a superior role, may edit or

delete those entries.

Post: Read,

Create / Modify

All users can view, create and modify data entity. Only the

owner and users with a superior role, they can erase the data.

Post: Read,

Create / Modify,

Delete

All users can view, edit and delete all data.

Important

3. The form of activity, by default, is set to private (to make public an event

or task, simply select a shared window on the individualactivities).

4. When the module companies is set to Private, will also provide access to

private mode, connected, ticket, sales orders, purchase orders and

invoices.

5. If you apply the rules of access to specific modules, these will be extended

to emails related to them.

Note

From here you can not change the access privileges to the calendar. You can do it

on the settings of the Calendar.

12.6. Access fields

The function available is used to control the visibility of fields in various forms by

the entire organization. You can use this function is to show both to hide the entry

fields

By default, all fields are considered visible.

Figure 12.6 Management of fields for the Calendar

Note

From here you can also make visible or not from your custom fields

Important

You can not disable the required fields of the forms.

The rules of the login fields override the rules set by the Profiles.

12.7. About User Control

Information function User Control allows the system administrator to know what a

particular user has done in vTiger CRM.

Figure 12.7 Information User Control - Report

 

Note

can avoid control by removing the flag from the check box for a particular user.

Figure 12-8 Enable / Disable User Control

12.8. History of user registration

As administrator of vTiger CRM, you may need to monitor access to the system.

With this menu you'll get the history of records relating to each user.

Figure 12.8. Change User Login