BLogS

  • How to Create Trouble Ticket on vtiger/vt plus

    In this blog, we will cover the Trouble Ticket module. In CRM , tickets are defined as any kind of customer service requests, as they occur, following the initial sales ‘onboarding’. A trouble ticket is a mechanism used in an organization to track the detection, reporting, and resolution of a given type of problem, or…

  • Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM

    Let’s talk about Quotes Module of vtiger/vt plus CRM today. Quotes are provided to opportunities. A quotation is an estimate of the price for the required product and service for the customer. This is how the Quotes module home-screen looks like: A Quote can be defined as a formal statement issued by a seller, to the…

  • Create Quotations And Sales Orders in OpenERP v7

    Hello everyone, in this blog we will go through how to create Quotations and Sales Orders In OpenERP7, Quotations and Orders are handled by the same Object, but in different states.  You can consider an Order to be a Quotation that has ‘evolved’, in the same way as a Lead becomes an Opportunity, because it…

  • Find & Merge Duplicates on vtiger/vtplus CRM

    All of us have created duplicates in our CRM while working on it in a rush and then realiased oops we have so many Michael Jacksons in the database. We all get the question, now how do I merge them? We are going to cover the very same topic in today’s blog. Merging helps you…

  • Create and Import Contacts on vtiger/vt plus

    In this blog section, we shall focus on the Contacts Module. So, who (or what) are Contacts? Contacts are defined as anybody who interacts with your business. This may be a existing, or potential customer, or a useful contact within an organization, that may develop over time. Contacts within vtiger / vt.plus are extremely useful…

  • How to Upgrade a Client using WHM?

    If you use WHM for managing your web hosting there are occasions when you would like to upgrade/downgrade your customers from one package to another. The steps to change the hosting package of your customer are very easy: Click on the menu item called “List Accounts” Search the account that you need to upgrade or downgrade in…

  • OpenERP 7 Create Leads And Convert Them Into Opportunities

    Welcome back, today we will go through the steps needed on how to create Leads, and convert them into Opportunities in OpenERP 7. Firstly, what is OpenERP? OpenERP is a web based open source Enterprise Resource Planning software, created with the goal to homogenize, shape and capture the raw information (or data) of a company by providing…

  • Adding a New Domain to Your CPanel Account

    You can add multiple domains to your hosting account if your hosting account allows you to do so. You can do so by using the following instructions: Log in to your CPanel Account  Click on the icon called “Addon Domains” Type in the new domain name that you want to add CPanel will automatically complete…

  • How to Create Events in Calendar on vtiger/vt plus

    In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities. Users can collaborate on activities and maintain a history of…

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