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Reporting in vTiger
Well, I’ve never really relied on ‘reporting’ in CRM, except to contact-data extraction/export, which looks easily accessible within vTiger. There is a whole reporting tool that seems to do exactly...
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Not so fast, maybe vtiger isn’t the answer
In a short conversation with the sales manager about vtiger, he asked me to make sure it would do what we want well. I grumbled about being expected to have the software tested as if it were live...
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Goldmine remote access choices
Goldmine remote access choices For those using legacy software like Goldmine, there are always hoops to jump thru. Database sync has been around since GM 2.5, according to this link. Then there are...
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Another open-source CRM worth a look
I took another look at CRMs, and found an interesting open-source program that looks promising. Development looks pretty active, the UI is okay, and it has most of the bells and whistles. I am talking...
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Ooh, much better gmail gadget!
One of my biggest ‘next’ challenges is which email client to standardize our users on. The Mail Manager within vtiger is alright, but I know I’ll miss the Gmail interface. This Gmail plug-in from Boru...
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Google Maps for Vtiger
Well, more than Google Maps, but a chance to locally visualize your contacts, leads, or organizations. What this open source plug-in does is polls the Google Maps API for the ‘geolocation’ of all...
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Someone’s manifesto about Cloud CRM
A decent write-up from a Salesforce user about the benefits and ways he is using ‘the cloud’ to be a progressive industrial marketer. Why Cloud-based CRMs Are Required for Forward-Thinking Industrial...
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New add-ons help you learn vtiger shortcomings
The worst part of buying new software is not knowing all the shortcomings until you are elbow-deep in trying to do real work. And then having to figure out how to get what you want done right. I saw...
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Getting started fresh with vTiger 6
Simple little guide to getting started with a fresh install of vTiger. Just the basics, but there are bonus links at the end with info on workflows and other stuff. vTiger 6 Beta has been out for a...
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Sooo what is missing in vtiger v6
Okay the nearly done version of vtiger open source version 6 was released very recently. I’ve seen other people talking (on Linkedin) about what is missing, but really didn’t worry about it. So this...
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