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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…

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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…

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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…

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How to Upgrade a Client using WHM?

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…

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OpenERP 7 Create Leads And Convert Them Into Opportunities

Welcome back, today we will go through the steps needed on how to create Leads, and convert them into Opportunities in OpenERP 7. Firstly, what is OpenERP? OpenERP is a web based open source Enterprise Resource Planning software, created with the goal to homogenize, shape and capture the raw information (or data)…

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Adding a New Domain to Your CPanel Account

You can add multiple domains to your hosting account if your hosting account allows you to do so. You can do so by using the following instructions: Log in to your CPanel Account  Click on the icon called “Addon Domains” Type in the new domain name that you want to…

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How to Create Events in Calendar on vtiger/vt plus

In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities. Users can collaborate on activities…

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Set your out of office response with Google!

You can now set an automatic response to let your contacts know about your availability. If you are going on vacation and don’t have an Internet connection? No problem! Gmail users can give their contacts an immediate response to let them know you won’t be able to get back to…

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How to be productive with CRM?

What is CRM? The adoption of Customer Relationship Management (CRM) systems by the companies is increasing every year to enhance the quality of interactions with customers. CRM systems are the application of an enterprise which is involved in organizing the business dealings with clients by integrating customer-oriented business processes. CRM…

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How to add an Online Registration to your Events?

CiviEvent is CiviCRM’s Event registration module. It centralizes your event registration and management process and allows you to create any number of events, customize events and participants information as necessary, accept registration fees on line and communicate with your participants through CiviMail. If you don’t know how to create an Event follow step…