BLogS
OpenERP – Counties of Ireland and States of India List to Upload
OpenERP keeps a list of all the states for a country. In earlier versions this list used to be only restricted to United States but this can and should be expanded to have the states of all the countries. To start with Ireland counties are not there in the database and in order to create…
Work out for Service Contracts and FAQ
In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service Contracts – below, you will see the start screen for this module: A service contract is recommended to maintain a healthy trading relationship with the client. It will also help define what is ‘off-contract’, or…
Vtiger/VTPlus – How to change password and other stuff
In this blog we will be going through how to add functionalities such as new currencies, customizing themes, and so on. To navigate to ‘My Preferences’, move your cursor to the far right side as shown in screenshot below: Once you click this, the following screen will appear; this allows you to change…
Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus
In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services to their customers, or consumers.…
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…
English (UK)
English (United States)
English (Ireland)
English (India)