Vtiger CRM Questions & Answers

To uninstall a module in Vtiger, go to the Module Manager, find the module you want to uninstall, and click on the “Uninstall” button. Follow the prompts to complete the uninstallation process.

To create an invoice in Vtiger CRM, go to the Invoices module, click on Add Invoice, fill in the necessary details such as customer information, products or services, and pricing, and then save the invoice. You can also generate PDF versions of the invoice for printing or emailing.

To create a new module in Vtiger CRM 7, you can use the Module Builder tool available in the CRM. This tool allows you to define module fields, layouts, and relationships with other modules. You can also customize the module to fit your specific requirements.

Vtiger CRM offers various features for sales management, including lead and contact management, opportunity tracking, sales automation, and reporting. These tools help streamline sales processes and improve overall sales performance.

Yes, it is possible to integrate Exotel with vTiger CRM using available integration tools. This integration can enhance your communication capabilities within the CRM. Whether you should use vTiger depends on your specific business needs and how well the CRM meets those requirements.

Finding information on Vtiger CRM is relatively easy due to its comprehensive documentation, community forums, and support resources. The official Vtiger website provides detailed guides and tutorials to help users navigate the platform.

To get WhatsApp messages in Vtiger CRM, you can use third-party integrations or extensions that connect WhatsApp with Vtiger. These tools allow you to send and receive WhatsApp messages directly within the CRM.

VTiger CRM may not configure properly with MySQL due to issues like incorrect database credentials, insufficient permissions, or incompatible MySQL versions. Ensure that the MySQL server is running, the credentials are correct, and the database user has the necessary permissions.

To install Vtiger CRM on Ubuntu, you need to follow these steps: 1. Update your system. 2. Install Apache, MySQL, and PHP. 3. Download the Vtiger CRM package. 4. Extract the package and move it to the web server directory. 5. Configure the database and web server settings. 6. Complete the installation through the web installer.

To import a CSV file into vTiger CRM, you need to ensure the CSV file matches the required structure. Typically, this includes having the correct headers and data format. You can refer to vTiger’s documentation or use the import wizard to map fields correctly during the import process.