PacktLib: vtiger CRM Beginner's Guide

vtiger CRM

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Hello Kitty—What is vtiger CRM?

The history of vtiger CRM

The technical components of vtiger CRM

vtiger's core feature set

Summary

Unleashing the Beast—Installing vtiger

Installation on Windows

Time for action - Windows installation with the installer

Time for action - Windows installation from source

Installation on Linux

Time for action - installing vtiger on Linux (Ubuntu 10.04 LTS)

Time for action - configuring vtiger with the Configuration Wizard

Summary

And the Claws Come Out—Getting Started with vtiger

Entering company data

Time for action - entering company data

Importing customer data

Time for action - importing customer data

Creating users

Setting up our team in vtiger

Time for action - setting up user permissions for the CEO

Time for action - setting up user permissions for the sales manager

Time for action - setting up user permissions for a sales representative

Time for action - setting up user permissions for our support guy

Configuring e-mail

Time for action - setting up outgoing e-mail

Time for action - setting up the mail client

Configuring vtiger backup

Time for action - setting up vtiger backups

Summary

Leashing the Beast—Using vtiger

How to use vtiger's interface to your advantage

Time for action - how to configure the home page dashboard

Time for action - using Quick Create

Time for action - using actions to convert a lead

Managing lists

Time for action - using Mass Edit to assign leads

Using filters

Time for action - creating a custom filter

Cross-linking CRM data

Storing documents

Time for action - attaching an existing document to a lead

Tracking customer communication via e-mail

Time for action - sending and tracking an e-mail for a lead

Summary

House Training your Secret Weapon—vtiger CRM and your Business

What is a module?

Using the module manager

Time for action - installing the PDF configurator module

Time for action - creating custom fields

Time for action - creating a custom pick list (Drop-down menu)

Time for action - creating a custom calculated field

Time for action - changing the Layout

Summary

Business Processes―They're G-r-r-r-reat!

Mapping custom fields

Time for action - mapping custom fields

What is a workflow?

How to create a workflow in vtiger CRM

Time for action - setting up the workflow module with a third-party

Time for action - setting up the workflow module in Windows

Time for action - setting up the workflow module in Linux

Creating a workflow

Time for action - creating a workflow: thank you note

Time for action - creating a workflow: Introductory call reminder

Advanced workflow

Time for action - creating a conditional workflow

Summary

Super Tiger―Using vtiger Extensions

The vtiger CRM extension community

Installing extensions

Time for action - downloading and installing a vtiger extension

Some useful vtiger CRM extensions

Summary

Facing the Tiger—vtiger Theming

vtiger CRM theme elements

How to create a custom theme

Time for action - creating a custom theme

Summary

Kitty, Play Nice!—Integrating vtiger

The vtiger CRM API

Time for action - configuring the Webforms plugin

Time for action - setting up a lead form on your website

How to use custom fields in a webform

Time for action - using custom fields in a webform

Summary

From Cub to King—Growing with vtiger

Important preliminary points

What is vtlib?

Creating a custom module

Time for action - setting up debugging

Time for action - creating a custom module in vtiger

Modifying your custom module further

Time for action - modifying your Locations module

Managing you vtiger code over the long term

Subversion and Git

Summary

King of the Jungle—The Key to CRM Success

King of the Jungle—The Key to CRM Success

King of the Jungle—The Key to CRM Success

King of the Jungle—The Key to CRM Success

King of the Jungle—The Key to CRM Success

King of the Jungle—The Key to CRM Success

Pop quiz - Answers

Pop quiz - Answers

Pop quiz - Answers

Pop quiz - Answers

Pop quiz - Answers

Pop quiz - Answers