|
|
|
Vtiger Administrative Guide contains topics designed for all the administrators (Sales Managers or CEO or VP) to help them manage and configure the CRM for all the Vtiger users.
|
|
|
|
|
|
|
|
#### **User Management**
|
|
|
|
#### [User Management](https://code.vtiger.com/vtiger/vtigercrm-manual/-/wikis/User-Docs/User-Administrator-guide)
|
|
|
|
|
|
|
|
* **Users**
|
|
|
|
|
| ... | ... | @@ -30,9 +30,8 @@ The Group is the combination of multiple users, roles, and groups to manage a co |
|
|
|
|
|
|
|
Administrators can track Users Login History - Signed In, Signed Off or Continue.
|
|
|
|
|
|
|
|
To know more,refer [user management](https://code.vtiger.com/vtiger/vtigercrm-manual/wikis/User-Management)
|
|
|
|
|
|
|
|
#### **Module Manager**
|
|
|
|
#### [Module Management](https://code.vtiger.com/vtiger/vtigercrm-manual/-/wikis/User-Docs/Module-management)
|
|
|
|
|
|
|
|
* **Modules**
|
|
|
|
|
| ... | ... | @@ -42,21 +41,12 @@ Module Manager helps you to enable, disable and configure the settings for exist |
|
|
|
|
|
|
|
Layout Editor allows you to add new custom fields, re-arrange fields, edit field properties and move fields inside and across blocks.
|
|
|
|
|
|
|
|
* **Module Builder**
|
|
|
|
|
|
|
|
Vtiger CRM gives you the flexibility to create your basic module as per your business requirement using Module Builder.
|
|
|
|
|
|
|
|
* **Labels Editor**
|
|
|
|
|
|
|
|
Vtiger CRM gives admin users the flexibility to customize module names, field labels, and other strings to accord business requirements.
|
|
|
|
|
|
|
|
* **Module Numbering**
|
|
|
|
|
|
|
|
Vtiger CRM offers you automatic numbering system that helps you assign record numbers in every module. This feature helps you to customize numbering of records according to your requirements.
|
|
|
|
|
|
|
|
To know more,refer [module management](https://code.vtiger.com/vtiger/vtigercrm-manual/wikis/Module-management)
|
|
|
|
|
|
|
|
#### **Automation**
|
|
|
|
#### [Automation](https://code.vtiger.com/vtiger/vtigercrm-manual/-/wikis/User-Docs/Automation)
|
|
|
|
|
|
|
|
* **Webforms**
|
|
|
|
|
| ... | ... | @@ -69,7 +59,6 @@ The scheduler is executed behind the screens periodically to perform different t |
|
|
|
* **Workflows**
|
|
|
|
|
|
|
|
Workflows will streamline your business by automating operations like sending emails, creating activities, updating fields, etc.
|
|
|
|
To know more,refer [automation](https://code.vtiger.com/vtiger/vtigercrm-manual/wikis/Automation)
|
|
|
|
|
|
|
|
#### **Configuration**
|
|
|
|
|
| ... | ... | @@ -101,9 +90,9 @@ The picklist is a drop-down field with a list of options available, within which |
|
|
|
|
|
|
|
Picklist Dependency setup helps you to select values in target picklist field more accurately depending upon values in source picklist fields.
|
|
|
|
|
|
|
|
* **Left Menus**
|
|
|
|
* **Main Menu**
|
|
|
|
|
|
|
|
Left Menus helps you to place most frequently accessed modules on Module Navigator of a particular App. You can also rearrange them according to your requirements.
|
|
|
|
Main Menus helps you to place most frequently accessed modules on Module Navigator of a particular App. You can also rearrange them according to your requirements.
|
|
|
|
|
|
|
|
|
|
|
|
#### **Marketing and Sales**
|
| ... | ... | @@ -116,7 +105,7 @@ Vtiger CRM lets you map custom fields created in Leads module to Contacts, Organ |
|
|
|
|
|
|
|
Vtiger CRM helps you to map Standard fields and Custom fields of Opportunity to Project. The field values will be transmitted to the selected target fields.
|
|
|
|
|
|
|
|
#### **Inventory**
|
|
|
|
#### [Inventory Management](https://code.vtiger.com/vtiger/vtigercrm-manual/-/wikis/User-Docs/Inventory-management)
|
|
|
|
|
|
|
|
* **Tax Management**
|
|
|
|
|
| ... | ... | @@ -126,7 +115,6 @@ Vtiger CRM gives you the flexibility to manage local and international tax rates |
|
|
|
|
|
|
|
Manage your product services order by including “terms and condition” statement on Quote, Sales Order, Purchase Order, Invoices and exported PDFs associated with these orders.
|
|
|
|
|
|
|
|
To know more refer,[inventory management](https://code.vtiger.com/vtiger/vtigercrm-manual/wikis/Inventory-management)
|
|
|
|
|
|
|
|
#### **My Preference**
|
|
|
|
|
| ... | ... | @@ -134,7 +122,7 @@ To know more refer,[inventory management](https://code.vtiger.com/vtiger/vtigerc |
|
|
|
|
|
|
|
My Preferences will help you to configure your personal information.
|
|
|
|
|
|
|
|
* **Calendar Settings**
|
|
|
|
* [Calendar Settings](https://code.vtiger.com/vtiger/vtigercrm-manual/-/wikis/User-Docs/Calendar-Settings)
|
|
|
|
|
|
|
|
Configure your Calendar like the way you wanted it to be.
|
|
|
|
|
| ... | ... | @@ -146,7 +134,13 @@ Tags give you a quick link to CRM records. |
|
|
|
|
|
|
|
* PBXManager
|
|
|
|
|
|
|
|
#### **Extensions**
|
|
|
|
PBX stands for Private Branch Exchange. It helps route calls to extensions of employees in an office environment. PBX helps saves costs by allowing multiple employees share one common number.
|
|
|
|
|
|
|
|
VoIP based PBX systems (referred as IP-PBX or IPBX) offer similar services by routing calls to IP endpoints such as computers. Users do not need to be sitting next to a physical phone to receive calls. Calls will get routed to their computer. A special software, known as soft-phone is required to receive and make outgoing calls from the computer.
|
|
|
|
|
|
|
|
A majority of the PBX systems deployed currently are IPBX systems.
|
|
|
|
|
|
|
|
#### [Extensions](https://code.vtiger.com/vtiger/vtigercrm/-/wikis/Extension-Store/Extensions-Store-Guidelines)
|
|
|
|
|
|
|
|
Vtiger Marketplace provides you 10+ integrations to install and add value to your CRM. You can also buy them from the marketplace.
|
|
|
|
|
| ... | ... | |
| ... | ... | |
