Functionalities Behind Price Books
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,…
Quotation Management in vtiger/vtplus CRM
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…
Work out for Service Contracts and FAQ
In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service Contracts – below, you will see the start screen for this module: A service contract is recommended to maintain a healthy trading relationship with the client. It will also help…
Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus
In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services…
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…