customerportal

Cloud Yogi vTiger CRM Manuel d'utilisation

Cloud Yogi / VtigerCRM Customer Portal User Manual Cloud Yogi CRM &  vTiger CRM arrivent avec leur portail client, où ces CRM autorisent les clients (clients de l’utilisateur CRM) pour entrer leurs plaintes et à voir les tickets incidents, consulter la FAQ, facture, devis Produits, services, Documents (qui leur sont associés), l’actif…

Odoo provides Powerful Content filtering and reporting

Email Configuration in Odoo

How to setup/configure Email server in Odoo? User can setup email servers to receive or send emails from Odoo. This setting is global, so all the users will share this setting. Configure Outgoing mail Server To send Emails, Go to Settings –> Email –> Outgoing Mail Servers. Fill all the mandatory…

Odoo provides Powerful Content filtering and reporting

How to create backup of the database and Restore the database in OpenERP/Odoo

How to create backup of the database in Odoo User can take backup of the database you have created in Openerp/Odoo. To do that Click on the “Manage Database” to see all the database.   User will navigate to Database manager screen.   Click on “Backup” option from left side…

Odoo provides Powerful Content filtering and reporting

How to install Odoo8 on Windows 7

Introduction When simplicity meets comprehensive features. The new release of Odoo 8 is a major upgrade introducing a great many new features and a new name. Odoo 8 looks so great and easier to use, it also brings many improvements to the existing feature-set and adds a number of brand new features…

Odoo provides Powerful Content filtering and reporting

How to install OpenERP 7 on Windows 7

Why Install OpenERP on a windows machine? Some of the time, people who want to try out new features of OpenERP, maybe try it for the first time and do not have too much knowledge about servers and all that jazz. The simple solution to this is to install the…

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Transferring Leads to opportunity in Vtiger / Cloud Yogi CRM

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…

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How to un-reconcile and cancel a paid invoice in OpenERP/ODOO

This is a step by step guide to un-reconciling and cancel a PAID invoice in OpenERP/ODOO   Firstly, login to your system. then go to the “Accounting” section and find your invoice that you want to cancel. In this case, I am going to cancel a supplier invoice. Make sure you…

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How to change the Source Location in Odoo/OpenERP with Multiple Languages

We have seen that our clients are facing few issues in OpenERP/Odoo related to the Source Location of the Warehouse. This happens only when there are multiple languages and language selected in preference is other than “English” e.g. English(UK)/Chinese(CN). If the language selected is “English” then it will work fine…

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Vtiger CRM v6 & MailChimp Sync Campaign… Contribute Now..

Following all the requests that we received from all of you we have now started a new campaign to crowd source the funding required to upgrade of the MailChimp Sync Module for Vtiger CRM to support v6. The link to the campaign is available here http://igg.me/at/mailchimp-vtigercrm/x/8715457 and the campaign will run…

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How to setup an “out of office reply” on Roundcube

Roundcube is an excellent free open source webmail solution with a desktop-like user interface which is easy to install/configure and that runs on a standard LAMPP server. For more information about this handy piece of kit, PUSH THE BUTTON-> This manual is designed to assist you in the step by…