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Transferring Leads to opportunity in Vtiger / Cloud Yogi CRM
- November 8, 2014
- Posted by: Rohit Thakral
- Category: CloudYogi
5 Comments
Vtiger CRM/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time. Once a Lead is eligible and determined to be a probable sale, the Lead is converted to a customer Organization, Contact and an Opportunity. When converting a lead, vtiger CRM creates a new Organization, contact and,
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How to Add Journal Entries for Wages/Salaries in OpenERP
- August 27, 2014
- Posted by: Aman Thakral
- Category: General
If you are using OpenERP for managing your accounts and a different software to look after your payroll then you need to put your payroll information/payments in OpenERP. Generally the net wages come from Bank Statement and hence there is an unbalanced/unreconciled entry in OpenERP once the Bank statement has been Confirmed/Posted. In order to
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CloudYogi.com Launched to Provide Cloud Services & Support
- June 29, 2014
- Posted by: Aman Thakral
- Category: CloudYogi
CloudYogi - Cloud Services for Odoo, OpenERP, Vtiger CRM, CiviCRM Target Integration is proud to launch www.CloudYogi.com to provide cloud services and support to customers around the world. The services included are cloud servers for Odoo (formerly OpenERP) and vtiger CRM. Odoo (formerly OpenERP) servers are optimised for hosting Python based applications and have the option of -
How to choose the right software to grow your business?
- May 25, 2014
- Posted by: Aman Thakral
- Category: General
Are you buying new software for your organisation? Have you checked these points? The article was first published in Business & Finance on 24th March 2014 online edition. A copy is available here. From CRM to data analysis, investing in the right software can make the difference between success and failure according to Rohit Thakral, CEO of
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OpenERP Accounting – How to Filter Journal Entries by Periods
- August 20, 2013
- Posted by: Aman Thakral
- Category: General
If you are an accountant and would like to see your Journal Entries filtered by Periods the following instructions may be for you. Read through and let us know what do you think about these features: Group By Facility OpenERP gives you a group by facility using which you can see your list grouped by -
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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Installing your Custom Pentaho Report file into OpenERP’s v7 interface
- May 10, 2013
- Posted by: Aman Thakral
- Category: General
This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://www.targetintegration.com/general/adding-your-custom-query-into-pentaho-report-designer – it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format.
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Installing your Custom Pentaho Report file into OpenERP’s v7 interface
- May 10, 2013
- Posted by: Rohit Thakral
- Category: General
This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://www.targetintegration.com/general/adding-your-custom-query-into-pentaho-report-designer – it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format.
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Things to Consider Before Buying a CRM
- October 17, 2012
- Posted by: Aman Thakral
- Category: General
Have you ever thought about the few basic though very important considerations businesses need to keep in mind while buying a Business management Software? The list is not exhaustive and hence it will all depend on particular requirements and situations of your business which should be considered you invest in an application. Web Based or
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Launch of VT Mobile (vtiger CRM Mobile App)
- September 24, 2012
- Posted by: Aman Thakral
- Category: General
Almost a week ago we launched our vtiger Mobile App. The App is a mobile client for users who would like to access their CRM data on mobile. The app can be downloaded from Google Play here. The mobile app is an easy to use interface with following main features: Allows you to store multiple
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CiviCRM: Free Open Source Membership Management Application
- July 16, 2012
- Posted by: Aman Thakral
- Category: General
Let us tell you about the Free Open Source membership management application CiviCRM. In next few weeks we will bring you a series of articles to cover how you can use a free software like this to enhance your organisation’s management. Running a membership based organisation has everything to do with people, but maintaining a close -
CiviSync Outlook 2.0 Beta Released – Outlook Synchronization with CiviCRM
- May 12, 2012
- Posted by: Aman Thakral
- Category: General
Hey All, Thanks for your patience and putting up with the delays in the release of CiviSync Outlook. It is now available to download from targetintegration.com CiviSync Outlook is the much awaited Outlook integration plugin for CiviCRM. It allows information sync between CiviCRM and Microsoft Outlook. CiviSync Outlook uses CiviCRM API. Due to some restrictions -
CiviSync Mobile – Android Application for CiviCRM
- April 12, 2012
- Posted by: Aman Thakral
- Category: General
While we were working hard on a number of applications for free and open source market one of the application which was released by us was the CiviSync Mobile app for Android. You can download the app here. The App currently only supports read only mode and allows you to check your contacts, organisations, households,
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Manage Your Notes with Evernote
- March 12, 2012
- Posted by: Aman Thakral
- Category: General
Ever thought of getting rid of the physical notebook and putting all your thoughts in one electronic format. Evernote is an application which allows you to take notes in text, images, voice and screenshots format. Evernote is available for Windows, Mac OS as a application; for your browser (Chrome, Firefox, Safari) as an addon and
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Importing Contacts to CiviCRM
- December 21, 2011
- Posted by: Aman Thakral
- Category: General
Importing contacts to any database information system is crucial and important for number of reasons,
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