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How leads are different from opportunity in vTiger?
- April 21, 2014
- Posted by: Rohit Thakral
- Category: General
2 CommentsLEAD Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from marketing events such as advertisement, trade show, conference etc. Lead is a hope who may or may not be interested in your product/service. The aim of a salesperson is to convert a lead into a
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Change OpenERP to Not Load Report from Attachment
- March 13, 2014
- Posted by: Aman Thakral
- Category: General
If you use OpenERP on a regular basis you will realise that reports like Invoices/Quotations etc are loaded from attachment. That is, and once you generate a Quotation and convert it to PDF it stores that attachment and uses the same attachment next time when you try to print the report again. Now if you
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Two Factor Authentication in Joomla 3.2
- January 10, 2014
- Posted by: Aman Thakral
- Category: General
This is exciting for those who know it and for all the power users and security freaks out there. From version 3.2 onwards, Joomla! comes with a built-in two factor authentication system. It secures your site login with a secondary secret code that's changing every 30 seconds. You can use your mobile device and the -
Functionalities Behind Price Books
- December 13, 2013
- Posted by: Aman Thakral
- Category: General
In this blog we will be explaining the functionalities behind Price Books. Price books are required to allow provision of differentiated price lists for different customer groups. As per your requirement you can vary your selling prices to customers, based on various criteria, such as special offers, preferred customer pricing, bulk discounts and so on. -
Overview: Hands On with VTiger 6 Beta
- November 19, 2013
- Posted by: Rohit Thakral
- Category: General
In Part One of this series, we’re going to look at the Beta version of the eagerly-waited VTiger 6, Launched in the latter half of July, VTiger 6 is currently set to have it’s full, ‘RC’ Release, in early December – but what should we expect to see? User Interface: Visually, VTiger 6 is a
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Managing Deceased Contacts in CiviCRM
- November 7, 2013
- Posted by: Rohit Thakral
- Category: General
With any CRM, data can be considered as being in a ‘fluid’ shape, in that it is always changing. Data that you have painstakingly entered a couple of months ago is already showing possible signs of degradation. With CiviCRM, due to it’s tendency to be used moreso by non-profit, or voluntary organisations, this becomes even
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Quotation Management in vtiger/vtplus CRM
- July 10, 2013
- Posted by: Aman Thakral
- Category: General
This week’s topic is Quotes module, which comes under Inventory Management: 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 prospective buyer at their request. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Involved Parties, Address
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Setting up your Bank Accounts in OpenERP v7
- May 20, 2013
- Posted by: Aman Thakral
- Category: General
In this post, we’ll cover the setup and configuration or Bank Accounts in OpenERP v7; Using the following click-path: Accounting > Configuration > Accounts > Setup your Bank Accounts – then click ‘Create’; You will then see the Bank Account edit screen. Fill in the details as required, making sure the correct Accounting Journal is
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Using Pentaho Report Designer to Create Reports for OpenERP v7
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started. Simply open your Penatho Report Designer, and click Data > Add Datasource > Advanced > OpenERP Data Access Enter your hostname and port number (8069 will be selected by default, change this if your
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Setting up Pentaho Report Designer for OpenERP v7 on your Windows Computer
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
In order to generate reports from OpenERP v7 you need to have Pentaho Report Designer downloaded from Pentaho’s website and unzipped on your computer. The package is a binary package which doesn’t need installation on your computer and hence you can run it from the folder where you unzipped it. Here are the steps that
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How to Create Trouble Ticket on vtiger/vt plus
- March 15, 2013
- Posted by: Aman Thakral
- Category: General
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
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Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM
- March 8, 2013
- Posted by: Aman Thakral
- Category: General
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
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Find & Merge Duplicates on vtiger/vtplus CRM
- February 8, 2013
- Posted by: Aman Thakral
- Category: General
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
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Find & Merge Duplicates on vtiger/vtplus CRM
- February 8, 2013
- Posted by: Rohit Thakral
- Category: General
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 -
How to Upgrade a Client using WHM?
- February 3, 2013
- Posted by: Aman Thakral
- Category: General
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
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