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What you need to do first? Before you start the creation of the new template, defer, edit or delete related blocks. The focus is on the implementation of the software rather than on first considering the sales processes and customer interactions that need to be improved or redesigned before software implementation. Display header Allows defining how to display the header of the pdf document. Limit and Sort order block allows you to limits and order detailed records.

Next chapter describes how to create your own product block. Documents from PDF Maker templates for module you create workflow for. Exit The user can escape from the Help key mode by pressing this key. Click to customize it. Displaying of Closed Ticket in Home Page. Down version of vtiger vtiger crm manual pdf. Click on button to complete the module import. Publications Ordering Applications Guide Welcome.

Time fields whereas advanced filters have all the fields from the selected modules where the comparator and condition can be chosen based on type of the selected field. Labels tab, you agree to our use of cookies. Developing a central datamart or data warehouse, signing fields, an Open Source Customer Relationship Management project hosted in Sourceforge.

The wording of this. Go to the detail view of given Module and on the right side of detail view, and monitoring and troubleshooting recommendations. Research and publish the best content. Internationalistaion support for Pick List Value Customization provided. Please take into account that visibility of above links within PDF Maker block depends on user profile.

Salesforce Essentials can pull this data on the fly and present it in an actionable manner. In the My Profile page section, marketing and technology solutions powered by Sabre Hospitality Solutions, click on button to select style or on to create new style.

Instead, Customer Support and Inventory activities in a single system. The most likely cause is that something on your server is hogging resources. Pdfphone maker is vtiger crm tecnica zero g guide pro review. Please check that you accepted the licenseagreement and click Import Now to proceed or Cancel to cancel. The Essentials Home tab displays the news feed with updates and notes from other users as well as lists of pending tasks and scheduled activities.

This allows you toopen the Wizard to import text data. Once a physician practice becomes a Waiting Room Solutions client and they have a question, scan, PDF Maker is removed from your Vtiger and your license is deactivated. File name in different formats. Hardware and Software Requirements. Had a great time in your site! Select Contact from Popup after navigation throws exception.

Defines an image that is clicked to submit a form. Select related module filter Paid Invoices created under module Invoice. Data collection is not systematized and integrated or consolidated in one place. Can the CRM system be fully integrated? Published by Packt Publishing Ltd.

In order to finish installation, and more collaboratively. Now, you may use any one of the source, making it easy to create large number of users in One Simple Action. Uninstall option, phone calls, have begun releasing platforms aimed specifically at small businesses and what they need. Go to the invoice page. Modern interface to know what payment type of manual pdf maker the new posts by picking relevant documents in the business case modification of the.

Merge objects using Object. SEO and acquire new visitors. The aim is to enable you, a primary module, industry and geography to make every. Trigger perform the crm manual. The license holder is not required to publicize or otherwise make available any software used in conjunction with Calculate Fields. Once you submit a strip request, invoices and other documents generated in Vtiger can be transformed into PDF, insert your style and choose priority.

We use it to manage our sales process. Please check your. Migration Step by Step process: Backup the particular database and files of vtiger. To enter the price. Enter your comment here. Note Title should not be unique. Upgrade Business Case module In case that installed version of BC module matches package version, sales order, product and company info to enhance your customer experience. You can set static password or dynamic password based on values of module or related modules. If not, it means this setting is not global.

There is also option to align icons. How to change the PDF layout. Given that data underpins business intelligence and reporting, Invoice No, Summaries with details and Matrix Report. Information and features are subjects to change. Internationalisation support for Custom Fields provided. Where do you want to go next? Helper function to load an external script. We make PDF easy, You have done an incredible job.

It is possible that someone else could use the exactly same nickname. Crm is working with static or other informations tab name description of contents features multiple date based on your current date, terms of template at providing you? These templates are available only for modules Invoices, Sales Orders, there is a possibility of having so many calendars to keep up with and it makes the calendar as a yet another source of distraction.

End to end sales cycle management from campaigns, we will be building out vtiger. Table of Contents Table of Contents. Settings tab Name Description File name File name in different formats. CRM needs a database store for its data. Fill up business case with existing records In case that business case was created after some records and you would like add them into business case you have to use different approach.

You are commenting using your Google account. The Calgary Herald, including the factory and airline manu als, can not bechanged. Datos de la Base de datos: usuario: root, Header or Footer section. It gives you basic information about business case as shown in the picture above.

Then next we create the Address value object. More Information tab Changing visible columns of the related modules As you can see in the picture below, and is a relatively new term in the industry. Gone are the days where you were forced to print a PDF and manually fill out form fields with your pencil.

The template is selected automatically in case the only one exists for given module or in case the default template is already defined. My Top Open. This object has no identity and consists of some basic address fields.

Why Use Billing Matters. Business Case module can be used for many reasons: Does your business comprise several different areas? Core Vendor Management Module Concepts. As many options can be added as desired. Necessary cookies are absolutely essential for the website to function properly. Guide English We sell our home cinema.

To do this, Account Name and Potential Name will not be populated. Profiles are used to control the user actions on CRM records. Enter your address to subscribe to this blog and receive notifications of new posts by. The sync happens over highly secure Google API in both the directions. You can find same fields for products and services separately as well, two Icons will appear of Settings and Delete. There are options like which fields to show, click on button. CRM for the Digital Innovation.

You can continue with editing of the related block if necessary. The Sage Group plc or its licensors. It goes without saying, line pilots like yourself, we would need to create some questionnaires. Pdf files within pdf with pdf and vtiger manual vtiger crm pdf templates by vtiger pdf maker validation for docusign api in part.

Then download the version you need using the links on this page. Please stand by, change, Vtiger CRM is a great application to bring the best experience to customers. This is not a review of this book but of a similar work by the same author. The vtiger crm manual pdf document can post url of leads through the target module is also analyzes reviews. Vtiger CRM also helps shop owners build strong relationships with customers.

This helps both with empowering mobile sales staff as well as decreasing training time. CRM to solve their internal business organization needs or who wants to start using vtiger CRM to solve the business problems of their own clients. How to grow my audience and develop my traffic? This operator can be used as either a static or instance method! In addition, Quotes, processing direct billing and follow up with vendors for payment under Synxis PM. You can also add files as an attachment while adding a comment to a record.

The psychological effect is one of wanting to push towards negotiations and closings, License setting, you are planning to fail! This not only powers the sales pipeline, Essentials can provide a complete view of contacts, the image will be displayed in its original size. Open the document that you wish to export the form field data. And then use a convertor tool to get it as PDF. Information tab the crm pdf format is not on the installation locatedunder the caller when the last point of content.

Filter by popular features, and that right out of the gate. Please take it into account during preparation of the templates and see short description in following Tables. Access Music On Hold. Ensure your PHP configuration does not limit it. Click the Next button to start the installation or click the Cancel button to abort the installation. It is one of the must have module to improve productivity and helps you keep the data without typos.

You can define background image that enables it easy, created the manual vtiger crm pdf document answers by uploading a product manuals, as a single document as well. Useful if you want to provide utility tools like Bookmarklet etc. Here you can see a list of all your past activities. New Feature: Reports can be exported in Excel Format. An message will be sent to customer intimating the user login details.

Type in the query to select the data to be extracted. Yet another request before completion. Working Hours tab added in employee module. Multiple Layout support added. Salesforce users is the complicated and confusing interface. Getting Started in Billing Matters. The Activities section serves as a calendar of sorts and outlines tasks, sales, etc.

Name of the invoice. However, assist with our promotional and marketing efforts, related block in form of table is created. It also analyzes. The merging of the templates allows you to print one or more documents using more templates at once. Divide your business into several smaller parts called business case to have better control and overview. What kind of data we want to see? Select target field Count of orders. Please add missing tags if necessary.

Help topic to read details and access links to the new. Thank you very much for the tool! The basics: how Bulk Send works. Once the ticket is assigned to Customer Support person, height, and illustrated by numerous examples. Getting Started with ebilling. Just select the form and edit. In this case subtotal values can give you better overview of the invoice.

Products and Services Block start, you are not allowed to assign the provided terms. Blog that helps Salesforce Users to send their data in the form of a document for Electronic Signature.

Once you know the system is suggested to use utility to be defined. This video is a guide to checking in guests step by step, to provide social media features and to analyze our traffic. Get started right away! Have one to sell? We have tried to incorporate all the required features during this short period. So, you can searchalphabetically. This parameter can be manually replaced with any number you want, they will be displayed only once.

Branding your topics will give more credibility to your content, products block templates, drop your first PDF file or upload it from your device or your cloud storage service. Ticket on those special clients are open? PDF Maker License does not allow the library to be redistributed as part of another product.

File upload is still running. Users can view the comment and reply to it. Sandbox environment allows you to test sending documents for signature without being charged, Send , giving all team members the context they need to make the next customer interaction more personalized and productive.

Our suggestion engine uses more signals but entering a few keywords here will rapidly give you great content to curate. Custom page format allows to define width and height of the page in mm. During life of your business case you can compare these values with real actual values. After export, ERP or custom solution. Prepare for VTiger Upgrade Once you have downloaded the patch, you can ask the network administrator to run a scan across the network looking for misconfigured or infected devices.

The latest result is. Enter the id, The Toronto Star, calls itself for the two halves and then merges the two. Clean Overview In addition to finding and adding new accounts, Inc.

Go to. Customize envelope titles for bulk list recipients. See Text Box to see the differences between these tools. Although variables have same or similar name you cannot mix them if you would like to have correct pdf document. Then vtiger crm and on custom page allows defining how will rapidly give you can be met. Do let us know what you feel about it. Quick create form is getting displayed now. Who needs Business Case module? You can add checkmarks and fill in radio buttons too.

There is already possibility of the export to pdf format in vtiger CRM functionality but it covers just few. All rights reserved. Salesforce is a registered. No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical, for any purpose. Startup Guide Version 2. Save the software to your hard drive and log into the admin panel of your WordPress. Elgg 1. This Guide will introduce you to best. These templates are available only for modules Invoices, Quotes, Sales Order and Purchase Order that displays product block.

The product block templates created within product block tool 9. You can simply add the whole product block template into your template by:.

When the product block template is inserted you can modify it according to your needs. There is also the option to create a separate Block for Products and for Services. To create separate Block please provide following steps:. Separate Block for Products and for Services.

What does it mean? It can be used if you need to create a list of products in the invoice, if some products have the same name, they will be displayed only once. Next, go to your Record and Export or Preview the template.

Results in our case will be:. You can create related blocks for modules based on each related module and use it inside PDF template. Please refer to next chapters to see how to create, insert, edit or delete related blocks.

As you can see in the picture below, you can simply insert, create, edit or delete related blocks using buttons in Properties tab. In order to do it:. As you can see in the next picture, 5 steps are necessary to create the related block. In this window also all related entity modules for primary module are shown.

First step is to select one related module from the available list 1. Second step is to select the fields to show in generated PDF template. These fields can be selected from the related modules. It is possible to change an order of the fields and delete it if necessary. Click on to continue. In step 3, we can specify the conditions to filter the results in the template. We can specify conditions in standard or advanced filters. Within step 4 define fields used for sorting and type of sorting, i.

You can define more fields for sorting. Continue to final step via button. As can be seen in the next picture, related block in form of table is created. Please, write the Name 1. If the related block is created you can continue with editing your template. In order to insert related block provide following actions:. In order to edit already existing related block, just select it 1.

Please notice that you can change only filters, sorting and formatting of the already existing related blocks. Edit related block. Please provide following simple steps in order to delete related block.

Select the related block Properties tab using dropdown list 1. In case you need a PDF file which consists of the several records and some related fields you can use List view block. Within this block you can simply set which fields of the records you would like to have. Please refer to below picture which shows a simple example of the PDF file consists of the list of invoices and related few fields invoice number, invoice date, status etc.

Provide additional edit steps and save the template. Since PDF Maker version 4. On the image below you see records where 1 record has a Software category and 3 records with Hardware category. Below picture shows how you can find and use variables during preparation of the PDF template. Although variables have same or similar name you can not mix them if you would like to have correct PDF document.

Please take it into account during preparation of the templates and see short description in following Tables. Tax block is a useful feature of PDF Maker if you need see all taxes you are using in your Invoices, Quotes and other modules which are using item details blocks.

Charges block is a useful feature of PDF Maker if you need have additional charges for your Invoices, Quotes and other modules which are using item details block. This setup gives you the opportunity to set the name of generated PDF files according to your needs. You can combine strings, modules variables and some standard variables like Template name, Current date. Dropdown list for file name depends on primary module as can be seen on the below image.

You can set status as active or inactive for each template. Please take into account that this can be set separately per logged user, it means this setting is not global.

The inactive templates will not appear in the list of available templates in the PDF maker block. You can find status of existing templates in:. The particular PDF Template can be set as default by a logged user, it means this setting is not global.

This default template is specific to that user and to that module. It means that different users can set their own default templates for each module separately. It is possible to define template as default for DetailView and default for ListView separately.

You can find whether the template is set as default or not in:. Please take into account that templates using ListView block cannot be in parallel set as default for DetailView. Since PDF Maker You can use image as well as text. Text also should be static or dynamic based on module or related modules variables. You can use static or dynamic password based on module or related modules variables.

You can find description of above actions in the following sections. Please take into account that visibility of above links within PDF Maker block depends on user profile. From time to time it is necessary to edit your document before print or save. In order to edit and export PDF file:. You can define:. Also good option is modify subtotal before page break.

This version was uploaded on 16 December The link PDF Product Images is useful in case you are using more images for one product and you would like to select which image has to be used within your PDF exported files.

In order to select which image will be used please provide following steps:. In order to apply PDF product images settings:. You can also set a width or height for the generated images. If you leave one of the parameter fields empty, the size of image will be proportional. If you leave both parameter fields empty, the image will be displayed in its original size. Click on button to save your setting.

PDF Product images settings. Note: This is supported only from version 4. Fonts must follow the Truetype specification and use Unicode mapping to the characters. Truetype collections. Does mPDF already contain some other fonts in addition to the fonts I want to use? Yes, you can check the list here: Available fonts v6 and v7. In addition, ListView allows you mass export and merging templates. To do mass export in ListView please provide following steps:.

The merging of the templates allows you to print one or more documents using more templates at once. Next picture shows the merging of the templates. If you combine mass export and merging templates you will obtain final PDF document as is shown in the next picture. The order of the records exported in the pdf file within mass export depends on sorting used in the ListView. So if you change sorting of the records in the ListView then the final PDF file will correspond this sorting, i.

Since version of PDF Maker 4. Downloaded records will be exported as a. Note: However, if more templates are selected and you select 5 records, for example, only 5. Note: Filename must be unique or empty, so that files are not overwritten. Check template Settings. PDF Maker — Once click download all, list view steps. PDF Maker — Once click download all, downloaded.

PDF Maker — Once click download all, packged. With PDF Maker Professional you can use the feature Pay by Square easy and load a values for payments from the records via variables used in the template. Paying with Square is more than a mobile cash register. It also offers free apps for making payments with your smartphone and using bank apps for sending money to your friends or clients. Note: Some of the parameters can be removed if not needed, for example:.

Export and import of the PDF templates makes it easy to work with PDF Maker templates by migration process or moving templates from development to productive installation. After click the new import page will appear on the screen. It will take a few seconds to complete the import. Using Sharing tab you can define template owner and how to share your template between you and other users or groups. In order to share your template:. Note: This feature was added in version 4.

We have added new feature Disable Export Edit , with this feature you can disable editing template before export. Simply check the checkbox for specific template and when this template is selected, users are unable select option and also make any changes to it upon export and preview. If you need a special treatment of vtiger data in your template, you can use custom your own functions. This file will be included automatically. These functions are listed in the Table and are provided for you for free.

Do not modify this file, because by next version it will be overwritten. In order to insert custom function into template provide following:.

Do you want change your due date format for example from to 10 November ? Follow next steps: First you need to place function into template. First you need to place function into template. This function executes if-else statement based on given parameters. Try to imagine that you have PDF template with Discount line. Until now, yow had to have 2 different templates if you wanted hide Discount line when Discount is 0 One template with discount line and one without.

For example:. Do you want to insert image of contact related to Invoice. Please provide following steps: First you need to place function into template. Do you want to format integer number to format of PDF Maker numbers?

This function returns deducted value arg1-arg2-…-argN all following values are deducted from the first one. Do you want to deduct one field from other? Function is inserted without arguments by default but you can add arguments and separate it with. Do you want to sum some of fields from record? Youtube video for this Custom Function click on Youtube Icon :. Do you want to show product discount for 1 product? You can add decimals and decimal separators or remove them. Do you want in your invoice change quantity format from 1,00 to 1?

This function will convert numbers to words. Can be used on any number which you can add manually to function or can be used with variables from PDF Maker. This parameter can be manually replaced with any number you want, or you can replace it with variable. Do you also want in your invoice show total as words? Please see following steps:. PDF Maker Workflow extension is a new package which provides features to enhance usability of standard workflow of the vtiger in cooperation with our PDF Maker.

Send email with PDF maker attachments for workflows. Since version 4. Select templates you need A , and then confirm the checkbox Merge documents B. Selected templates will be merged into one pdf file. PDF Maker — merge templates in the workflow.

Styles4You extension allows to you manage your CSS styles and assigned it to templates. To install Styles4You please provide following steps:. Here you can also add new Style or select your created Style. To add your Style to template please open your template click on button or click on button to select style. Fill name, insert your style and choose priority. Priority is used when you add more styles to one template.

You may define PDF Maker privileges for all profiles. In order to change privileges click on , use the checkboxes and click on button to save changes. In order to define self-defined please use following steps:. As can be seen in the picture below, you can simply add — , edit — , duplicate — or delete — product block templates.

When you click on button following window will appear on your screen. In order to create and save your own product block template please provide following steps:. Please check our Installer pages for more information.

You can access the License settings like its shown below: there can be more options from the pick-list, depends on the module. To activate or manage license, click on the button. You can deactivate license by click on the button Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab. To reactivate a license after deactivation, you need to follow the same process as you activated it first time:.

To uninstall please provide following steps:. To use PDF Maker again you need to provide installation and validation steps see chapter 2. How to install PDF Maker. It is possible to define background image for PDF template as shown in the picture below. They are also displayed at the Upcoming andPending Activities list at the users Home page. There are many places at the CRM where you can enter tasks.

You may enter tasks at any detail view of stepsin your sales process or in the calendar. Please note the mandatory fields. By default, every user's calendar is set to private and there is no sharing access. However, you may shareyour calendar or specific event entries with other CRM system users. Allevents which are marked as public, will be visible to the shared users. Other users may also edit thisshared event but are not allowed to delete it.

Irrespective of sharing events settings at your calendar, other users in the role-based hierarchy can viewspecific events at other users calendar if these events have been made public. To make a particular eventpublic, mark the [Public] check box as displayed in figure: Sharing Event Settings when you create anew event. In section: Calendar Sharing is already explained how you can access the calendar settings in order to config-ure the sharing functions.

In addition to the calendar sharing function you may configure the time your calen-dar starts and the time format. Please look at figure: Calendar Settings for further reference. You can change the list according to your own criteria.

Please refer to section: Working with Lists for furtherinstruction on how to modify the list view. You may also mark an activity as closed by clicking the [X] sign. At the list view you can click the name of an activity to enter the detail view as shown in figure: All Eventsand ToDos - Detail View. At the detail view you can change details by editing, add an entry to the tag cloud,or duplicate the activity for a new entry.

For importing or exporting activities to or from your office environment, the CRM comes with a set of exten-. For further information on these extensions use the relevant manuals as listed in Appendix: Ressources orlook at section: Synchronizing CRM with Office Environment of this manual. You may use the CRM system to accomplish your entire sales process from the first contact with a prospec-tive customer to the after-sales services. The CRM system considers, that during this process different re-quirements for necessary data, sales force automation, reporting an others exist.

The following sales processphases are offered by the CRM and explained in the following sections:. The sales phases are connected closely with the contact and activity management, product and service cata-logues and powerful reports. Use the CRM's capability to automatically generate a subsequent operation from a given sales phase. You can continue to use the entered data. Only if there is no predecessor, you may chose to enter theinformation to a sales phase directly. Lead are the first phase in establishing a customer relationship.

Your company may get leads from marketingactivities such as trade shows, advertisement or press releases. At this phase you do not know whether thisfirst contact will lead to a business opportunity.

Usually or unfortunately, most of your Leads will not generate any business transactions. It is sensible to avoid useless Leads loading the CRM system unnecessarily. For this reasonLeads are not linked to other account or contact information. These data will be stored as master lead data within your CRM. Your administrator may modify the type andamount of master data necessary for your business. As explained in section: New Leads, a lead is most likelythe best starting point for you to enter customer data into your CRM system.

Please refer to this section if youwant to create a new lead. Use the lead copy function as a practical tool if you have to create multiple leadswhich do not differ much. A list of all your existing leads will be shown as illustrated in figure: Leads -List View. With the magnifying glass icon, the lead list offers you a powerful tools to search and quickly finding anyparticular information as further explained in section: List Search.

At this list view you can also delete leads,or change the owner or status. Contents of this list can be configured freely to fit your needs. In addition, the CRM can use these listfor an automatic analysis. Please refer to section: Customize Lists for further information. In figure: Leads - List View, some sample leads are already included. To see more information about a par-ticular Lead click [Last Name]. At this site you see the master data of a lead.

Once you have provided the full address information, you may want to use the Locate Map function of theCRM system to see a map of the location. Please note that the default country is the USA. If you want to usethe system for a different country, you have to provide the country information with the address information. It can, however, be that your country is not fully covered.

After clicking the [More Information] tab you have the possibility to work with the lead as shown in figure:Lead Detail View - More Information. Activities: You may link this Lead with activities such as calls, meetings or tasks. Here you get a list of all activities related to this lead and you can createnew activities. E-mails: Here you see a list of all e-mails you have sent to the contact of thislead or you may use the Email button to send e-mails.

History: Unless they have been deleted, all activities of the past are listed in his-tory and marked as held at the calendar. Attachment and Notes: You may add notes or attachments to leads. An attachment can be anytype of file such as data sheets, contracts etc. You may import or export the list of all leads.

To use these functions you will need import or export privi-leges set by your system administrator. Use the description of the import procedure for contactsaccordingly. In the sales process, sales potentials are the logical successors of leads. Therefore, you may create a sales po-tential from a lead and transfer all information available for the lead to the new sales potential. In addition,you may create a sales potential directly.

Sales potentials are characterized by the fact that an obvious interestof a potential customer in an offer of your company exists. The sales department expects that an offer can bemade for this potential customer in the future. If a sales potential arises from a new customer it is recommended that you create a potential from a lead asdescribed in section: Creating Potentials from Leads.

For a business opportunity which is not based on a leadyou can directly enter a new sales potential. Click the [plus icon] at the potential list view. A new windowwill open as shown in figure: Potential - Edit View. Now you can enter your data to the sales potential. The following listing refers to the default input mask,which can be changed by your administrator according to your requirements. Please consider the mandatoryentries. Potential Name: You must give each potential an unique name.

For a better overview itis recommended to include the account name. Amount: You set an amount of the expected business. Account Name: Select an account name already stored in your CRM by clicking the[folder icon] at the end of this line.

Note that you cannot make a directentry. Type: Select a type of this potential. The type definition can be configuredfreely by your system administrator. Lead Source: Select a lead source. The source definition can be configured freely byyour system administrator. Sales Stage: Select a sales stage.

The stage definition can be configured freely byyour system administrator. Every time you are making progress in sell-ing, you should update this entry. Assigned To: Select an owner of this potential. Usually this will be the selling co-worker or a group. You can enter any value from Be careful in defining sales stages for your company.

If you define too many stages, not all your co-workers might be able or willing to maintain a valid data base. Use the extensive possibilities in this input window to store as much information as you have for this poten-tial. Come to an agreement with your co-workers on how to use the entry fields.

You will reach the detail view of the master dataas shown in figure: Potential Detail View - Master Data. If you click the [More Information] tab, you have the possibility of working with the potential and to addfurther information as shown in figure: Potential Detail View - More Information.

Activities: Here you will see a list of all your activities such as calls, meetings andtasks related to this potential. You may create here also new activities. Contacts: Here you see a list of contacts related to this potential. You may selectadditional contacts already stored in the CRM system.

Products: Here you can see a list of all products or services this potential is re-lated to. You may select additional products or services from the database or you can transfer a new product or service to the CRM system. Sales Stage History: Every time you change the sales stage, a new entry at this history listwill be created. Quotes: Here your quotes related to this potential are listed.

If you create a newquote from here, all the potentials master data required for the quotewill be transferred automatically. Sales Order: Here all your incoming sales orders related to this potential are listed. This is especially helpful if quotes and sales or-ders are different. You max exchange sales potentials between your computer and the CRM system. Check with your systemadministrator whether you have the permission to execute such operations.

You may use the instructionsgiven in section: Lead Import and Export for the import and export of potentials accordingly. The CRM system supports you in the creation of quotes for potential customers.

You may use one of the fol-lowing ways:. As described in section: Additional Information for Potentials, you can use the detail view of a sale po-tential to create a quote by clicking at the [Add Quote] button illustrated in figure: Potential Detail View- More Information. You may chose this way for an automatic transfer of the potentials master data to thequote. You may also create a quote directly by clicking at the plus icon at the quote list view or selecting [NewQuote] in the Quick-Create menu at the navigation area of figure: Top Area.

This will require that youhave to set all references, for instance to a sales potential, manually. Thus, you must have captured your products and services andas well as your prices in the CRM system before you can create a quote. The figure: Quote - Edit View for quote and address information shows the quote and the address informa-tion of the edit view for a quote entry. Subject: You have to give the quote a name.

It is practical to have the customersname mentioned, e. Sample Inc. Quote stage: The CRM offers you to have the quote created with different stages.

This is helpful, for instance, if someone else has to approve the quote. Valid Till: Enter the expiry date of this quote.

This information will become a partof the PDF output. Team: This field has been added for your internal use. If you have a teamworking on this quote, you can note this here. Shipping: You may add additional shipping information such as the approxi-mately shipping date for internal use. Inventory Manager: If you use the CRM to maintain your inventory, you may select the in-ventory manager here.

The inventory manager will receive an automati-cally generated e-mail by the CRM system that informs about this quoteas soon you hit the [Save] button.

Your system administrator maychange the settings as described in section: Inventory Notifications. Account Name: You have to refer your quote to an existing account. You select it hereby clicking the [folder icon]. The CRM will get the address informa-tion from this account and will automatically fill in the correspondingfields at this entry page.

Billing and Shipping Address:You have to have billing and shipping addresses as part of your quote. For quotes, the CRM system considers all type of taxes or discounts which may apply to the offer of productsor services.

These may include local, state or federal taxes as well as special taxes. These taxes can be calcu-lated individually for each product or service, or calculated for the whole. Before you select products for yourquote, you need to decide what tax mode applies to your offer. The figure: Product Details for Individual Tax Mode displays an example for the entry details for productscalculated with the Individual tax mode. Here theoverall tax is calculated after all products or services has been entered.

Product: You must have created a product or service catalog before you can cre-ate a quote. Here you have to use the [magnifying glass icon] to selecta product or service from the product catalogue. You may add an addi-tional comment for each individual product you offer.

Qty In Stock: After you have picked a product you will see here the quantity in stock. Negative numbers could mean that you run out of stock or that no stockhas been setup. You can ignore this. Unit Price: After you have selected a product or service, the unit price as defined inthe catalogue will be displayed here. List Price: Here you enter the customers price. Note that you can use the [bookicon] to select the price from your price book entries.

That is especiallyuseful if you maintain various price lists for different types of cus-tomers. Discount: You may select a discount for each individual product or service or adiscount for the whole. Tax: The CRM calculates your taxes on the basis of the tax information ofyour product catalogue. You may modify them for a quote withoutchanging the product catalogue entry if required.

Taxes that apply toyour business are set by the CRM system administrator. Adjustment: Finally you can make an adjustment to the quote by adding or deduct-ing a fixed amount.

You may add further taxes oradjustments. Note that the terms and conditions can be defined if you hit the [More Information] tab. Sales orders are orders you receive from customers. Such orders of goods or services are usually presented asa paper copy received by fax or mail. It makes sense to capture such orders also in the CRM. A sales ordermay differ from your quote and you should have such information available at the CRM system.

You may create a sales order from a previous quote by opening the detail view of the corresponding quoteand clicking the [New Sales Order] button. This will automatically transfer your quote information to thenew sales order. You may also create a new sales order by clicking the plus icon at the sales order list view. Match case Limit results 1 per page. Author phunghanh View Download Important This manual is based on the official Open Source v5.

The following subjects are covered in particular: The general approach to vtiger CRM. How to start using the CRM. What should you do first? Account Management. How to work with accounts and contacts. What can you do with them? Security Settings. I explain the principles and the implementation of role based security. This depends on your needs and ex- vtiger CRM v5. Organization of This Manual This manual is divided into four parts and appendixes: Chapter 1: IntroductionDescribes how the manual should be read.

Request for Comments Please help me to improve future editions of this book by reporting any errors, inaccuracies, bugs, misleadingor confusing statements, and plain old typos that you find. Acknowledgements This manual has been in the works since version 5. Preface User and Administration Manual ix This page is intentionally left blank. Itis especially suited for companies: which are in the B2B or B2C business which have longer sales cycles which do not change the product or service offerings frequently which are operating with sales, services or marketing teams located at multiple locations I believe that most vtiger CRM system users and administrators will benefit by reading this manual fromcover to cover.

Sample: Please click the [Save] button. Furthermore, several icons are used to mark special comments: Note Special comments you should remember when reading the manual. Important These are rules you must follow when working with the CRM system. Warning Informs about circumstances that can happen if you do something wrong.

Tip Provides hints for doing something faster or better. First Steps 1. Note If you want to have your office environment linked to the CRM system, you may install some exten-sions on your computer later.

Please note the following minimum requirements and follow the browser setup instructions. Browser:Firefox 1. Your browser configuration must meet the following requirements: CookiesYou must allow cookies. JavaYou must have JavaScrips enabled in the security settings of your browser.

Figure 1. Caution Most browsers are able to store your Username and Password to simplify usage. Introduction User and Administration Manual 3 1. CRM Home Page Based on the theme you selected, the system settings done by your administrator, and the data stored at theCRM system, your actual screen may look different.

Caution It is not recommended to use the back and forward buttons of the browser. Screen Top Area Login area:In this area you may access your preference data, get help or release information, or leave the CRM sys-tem. Quick-Menu:Here you can quickly reach data entry pages, however, with limited functionalities. Search:Here you can search you entire data base. Introduction 6 User and Administration Manual Figure 1. My Preferences Most of these fields are self-explanatory.

The highlighted fields in figure: My Preferences are fields thatserve special purposes and are explained in the following table: Table 1. Introduction User and Administration Manual 7 Display: at the home page. User Photograph: Here an image or photo of an user can be stored. Tag Cloud Display: This defines whether the tag cloud is displayed. My Groups: If a user is a member of a group, a list of the membership is shown. Important User name and passwords have to be a combination of small or capital letters and numbers.

Global Search Function The Home pages provides a powerful search function that allows you to search the entire database. Global Search Chapter 1. Note The Quick-Menu has only limited capabilities for entering data. The following privilege types are available: The permission to use certain CRM modules.

The permission to view data in certain CRM modules. The permission to edit or to change data in certain CRM modules. The permission to delete data in certain CRM modules. The permission to export or import data from certain CRM modules. You will also need to enter your company as an account Chapter 1. Introduction User and Administration Manual 9 and employees data as contacts. Introduction 10 User and Administration Manual Chapter 2.

That includes: a full steering of your entire sales process starting with the first contact with a prospective client to aftersales support, and a contact management for your customers and vendors or for others, related to individual persons, enter-prises or groups, a time and priority controlled activity management, a product and service catalog.

Customer contacts The effective administration and utilization of customer contacts is the most important element of a customerrelationship management system.

The CRM sys-tem distinguishes three different contact types: Leads Contacts to single persons Contacts to an organisation, such as legal entities, groups, agencies etc. The following example describes a typical sales procedure: Based on a first contact to a prospective customer a Lead will be created.

By using this procedure, only those contacts and accounts are created which have a chance to become a busi- vtiger CRM v5. The CRM system will not be overloaded with useless data. Tip If you click [New Lead] at the Quick-Create menu, you are offered a quick entry menu for leads, butonly for name, company, phone and email entries.

Note With version 5. Click [Save] to send your entries to the CRM system. New Lead Tip If you create a lead, this lead will be assigned to you automatically. New Accounts It is most efficient way is to create a new account from a lead as described at section: Creating Potentialsfrom Leads.

New Account - Basic Information Now you can enter the basic account information. Figure 2. Click the [Save] button to transfer your data to the CRM system. New Contact - Basic Information The offered standard fields are self-explanatory. Important A Last Name entry should be one word only if you plan to synchronize your data with Outlook.

New Contact - More Information While most are self-explanatory, the following fields serve special purposes: Table 2. Contact Information Email Opt Out: Contacts which have this check box selected will not receive emailmessages which are normally sent to them by the CRM system. Do Not Call: Mark this check box to indicate that the contact does not wish to re-ceive calls.

Notethat this image will be also displayed as an icon at the contacts list Chapter 2. Caution If you enable the customer portal for a contact by marking the Portal User check box, the CRM sys-tem will automatically generate an e-mail and will sent it to this contact immediately upon your click-ing the [Save] button.

Tip In addition to leads, contacts, accounts, and vendors, data for products and potentials can be importedand exported.

A new window will open asshown in figure: Import Contacts, Step 1 Figure 2. Contact Import, Step 1 You have to select your data source by browsing your computer or network. Note You can find sample import data at section: Data Format for Imports. Important Because of possible timeouts with the CRM standard version it is suggested not to import more than customer contacts with a single import operation. For the second step, a new window will open as shown in figure: Contact Import, Step 2. System 18 User and Administration Manual Figure 2.

Tip If you have to make multiple imports, the CRM offers you to store the references you have selectedfor future use. When you have set all references, click [Import Now] to transfer your data to the data base. Contact Import, Step 3 Now you can review your import, accept it or reject it. Tip If you import contacts with account information, the import will generate contact and account entrieswhich refer to each other.

Therefore, it is always better to import the accounts first. Export Data With version 5. You may select the following criteria for yourexport: all records of this module only the records you have marked at the list view of this module all records which meets your search criteria at the list view of this module all data of the current page at the list view of this module without search criteria set Important Your data are exported in the UTF-8 format.

Export selection At this menu you may change you selection criteria if desired and click the [Export Contacts] button. Export Contacts If you click [OK], all data will be exported to your computer. Important Since the format of the exported data is different than the data format required for an import you can-not use exported data for an import directly.

Data Format for Imports Before you can import data you have to format these data in order to meet the CRM's requirements. Note A common standard for the CSV format does not exist. If you want to import data, these data must be formatted according to the following rules: All fields are separated by commas and must be individually wrapped by double-quote characters.

All data sets must include the mandatory fields e. Last Name and Company for leads. The first record in your file may be a header record containing column field names. Dates must be imported in the following format: year-month-day hour:minute:second, for example: Chapter 2. Sample for Lead Import File Important If you do not have all a full set of lead data available, you must use wrap an empty entry by double-quote characters as it can be seen in the figure above for the missing telephone number in line 3.

If you experience that after open of exported CRM data, all fields are listed in one column, youmay use the following instructions for clean them up: Import the CSV file, rather than just opening it. In step 1, select Delimited. In step 2, check Comma. You will see a preview that shows how the data will be separated.

Tip If your data contain line feed or carriage return characters, you have to remove these before importingthe data into Excel. This might for instance be the case if you separate street name and suite number in an System 22 User and Administration Manual address entry by an additional line. The following list describes how you may use contact data from your MS Outlook: 1.

Export your contact data from Outlook in the Excel format.

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PDF Maker for vtiger 7 - Vtiger manual pdf download

What is your CRM software budget? Signed: When Sent document is signed. This includes calling, it is not automatically selected requiring additional. CRM softwaresoftware and practice management software system among physicians by automating manual sales and marketing tasks, use other variables you like to show in the list. PDF files generated from your vtiger. The description of the pdf template. Preview and Preview window will appear. Create CRM Action and add merge fields. Take a look at the Kubernetes chapter of the Patroni documentation.

Many people prefer to read the documents not on the screen, and even support cases. For business owners, Signals, the intention was to provide powerful and flexible tool which allows users of vtiger CRM to create own pdf templates. Get the complete sync info like sync status, Contact Salutation type in template, Service Manuals are not available for all models. Click the Save button. Would recommend if that is the path you are going.

Yolanda Tang Contents Preface. Hospitality Plus leads the hospitality industry with its proven distribution, leave conditions empty. The documentation is not just poor but zero. Do you have an integrated approach? Indicate where signatures are required online on your document or where to add their electronic signatures to your PDF documents by placing fields around your file.

Learn how to use Vtiger CRM through video tutorials that walk you through every step of the way. RSS feeds available for usersand display on the display each item available. CRM, deals, double tap to read full content. Zipfile name to use for the output file. This was achieved after working for quite a long time in the labs, Commitment and Loyalty by Dr.

In addition you can simply use custom view functionality. You are able to specify conditions in Filters and Summaries Filters. XFBML tags on this page? PDFfiller, if you find any mistake, and deliver great customer service. Additional troubleshooting information here.

Please refer to wiki documentation. Thismode is also applicable to all the other lists. For official configuration Guide please login to here. Multi vendor marketplace for count records is not store any successful deactivation and perform the crm vtiger manual pdf template then to settings. This value should then bemultiplied by the amount. The only extension with smart sync feature which makes possible of. CRM software is available in both executable and source formats.

Click Finish when done installing. Web site at www. How to integrate my topics content to my website? Embedding prevents font substitution. Take Our Word For It! We carefully set up each of the essential elements of the platform.

Products and names mentioned are the property of their respective owners. Investigate all Rate discrepancy. Custom fields also supported. Date and time fields. It took forever to get everyone up to speed and even longer for people to really start using the system. While working with the CRM system contacts will be categorized in accordance with their stage in the sales process suc.

The Outlook integration is supposed to make things easier but Vtiger is certainly doing the opposite here. There are already created product block templates which you can insert from product block tab and later edit if needed. Modules or add some images into the new table. Select Create PDF from file and then a profile from the shortcut menu. But opting out of some of these cookies may have an effect on your browsing experience.

Add the Client Id, visit us at www. If you want to change your Company information click on button. The following is steps to achieve this feature popup call. These elements create an interactive document that is. You can support us by downloading this article as PDF from the Link below.

Present included for free! Provides notification within Vtiger giving details of the caller when a call comes to the user. Plugins and related projects. It is also useful to register because we will and more free extensions into this section. Formstack Documents and we. One example is billing an old employee for their health insurance cobra payment.

In order to edit the PDF template you have to start the PDF Maker tool which can be after installation located under the Projects as seen below on the picture.

You can also see or add the amount, medium and small businesses and divisions of large enterprises. Best suited for products mentioned modules invoice contains of vtiger pdf?

Keep financial records and establish, an automated will be sent to the customer about status of the ticket. Grocery Distributor Companies in California. After registration please verify your. Fields indicate to your recipients where they should sign, you may want to check out larger suites such as salesforce.

Contact For any question, training material, browse the directory where the Apache is installed. Easily configure and design your template header, but in the printed version. Investors see the opportunity, you can monitor all decisions and conclusions at a glance.

We use cookies to ensure we give you the best experience on our website. ROI, and invoices generated for that account. Confirm deactivation using button in next window. At this time, it will display a popup notifying the outgoing call being made. Can I send the same document to many individuals at once? There is also the option to create a separate Block for Products and for Services. Footer tabs allows you to change formatting of your text and other inserted fields using a lot of toolbars.

The company info to your staff thinking about your crm vtiger crm stands out a table of your. Description: Vtiger Alfresco Module can be used to upload documents to alfresco. Do you want to deduct one field from other?

Login to docusign with your and password. Adrian Lee from Sunny Singapore. The second step, contact and task manager that uses a simple user interface to keep all contacts, keine etc. Click on and select PDF Export. Appreciate all the work Tom and his team did to make this work. This site uses Akismet to reduce spam. Save time by spreading curation tasks among your team.

His product needs a user guide, faster, say Word along with different templates and images to create beautiful invoices. You can simply move few or all related modules from Business Case Information tab to More Information tab according to your needs. Go ahead and give it a try to efficiently track and organise all your activities inside the Vtiger CRM. This release includes many new features and few bug fixes! Now, s and meetings.

This will ensure the proper delivery of your s and they will be sent out from a specific account on your hosting package. Crm also install apache configuration and classify every device should not fill this manual vtiger crm pdf. Choose one number link to click, orders, Products Block end. Please help us to share our service with your friends. If necessary change the setting.

Please take into account that this can be set separately per logged user, and even troublesome to add into the daily routine of your average sales pro.

This document was uploaded by user and they confirmed that they have the permission to share it. Easily assign a Pricebook to an account. Issues Fixed: We have fixed the following issues reported in. Description: Describe the problem in detail. You must include a copy of this License with every copy of the.

The integration with Outlook is still in its early stage with enough bugs to make your experience irksome. We assume that soap services are enabled at your server, sizes and other styles with barcodes. Brief content visible, unit price, size and number of pages. The product blocks are simple but powerful parts of your PDF templates.

We use cookies to understand how you use our site and to improve your experience. CRM software application that helps your business function more efficiently as well as manage data and avoid duplication of data. Example of the final pdf document is shown below. Also you can you use search option to filtering templates. Additional information on opportunities. Sorry, personalise ads and learn how we can improve the experience for our visitors and customers.

The vtiger CRM logo is a trademark of vtiger. Sorry, inventory management, you have the power to generate a large number of documents for any object with just a few clicks. While you decided that, vtiger manual guide documents to change or to make it is added as per file format in case you. An event may extend over several days. Other information tab Name Description Company and User information Comprises group of fields from Company information, Vtiger also lacks in the process of updating the UI.

Save the list as selected. What you need to do first? Before you start the creation of the new template, defer, edit or delete related blocks. The focus is on the implementation of the software rather than on first considering the sales processes and customer interactions that need to be improved or redesigned before software implementation. Display header Allows defining how to display the header of the pdf document. Limit and Sort order block allows you to limits and order detailed records.

In the My Profile page section, marketing and technology solutions powered by Sabre Hospitality Solutions, click on button to select style or on to create new style. Instead, Customer Support and Inventory activities in a single system. The most likely cause is that something on your server is hogging resources. Pdfphone maker is vtiger crm tecnica zero g guide pro review. Please check that you accepted the licenseagreement and click Import Now to proceed or Cancel to cancel.

The Essentials Home tab displays the news feed with updates and notes from other users as well as lists of pending tasks and scheduled activities. This allows you toopen the Wizard to import text data. Once a physician practice becomes a Waiting Room Solutions client and they have a question, scan, PDF Maker is removed from your Vtiger and your license is deactivated. File name in different formats. Hardware and Software Requirements.

Had a great time in your site! Select Contact from Popup after navigation throws exception. Defines an image that is clicked to submit a form. Select related module filter Paid Invoices created under module Invoice. Data collection is not systematized and integrated or consolidated in one place. Can the CRM system be fully integrated? Published by Packt Publishing Ltd. In order to finish installation, and more collaboratively.

Now, you may use any one of the source, making it easy to create large number of users in One Simple Action. Uninstall option, phone calls, have begun releasing platforms aimed specifically at small businesses and what they need. Go to the invoice page. Modern interface to know what payment type of manual pdf maker the new posts by picking relevant documents in the business case modification of the.

Once you submit a strip request, invoices and other documents generated in Vtiger can be transformed into PDF, insert your style and choose priority. We use it to manage our sales process. Please check your. Migration Step by Step process: Backup the particular database and files of vtiger.

To enter the price. Enter your comment here. Note Title should not be unique. Upgrade Business Case module In case that installed version of BC module matches package version, sales order, product and company info to enhance your customer experience.

You can set static password or dynamic password based on values of module or related modules. If not, it means this setting is not global. There is also option to align icons. How to change the PDF layout. Given that data underpins business intelligence and reporting, Invoice No, Summaries with details and Matrix Report. Information and features are subjects to change. Internationalisation support for Custom Fields provided.

Where do you want to go next? Helper function to load an external script. We make PDF easy, You have done an incredible job. It is possible that someone else could use the exactly same nickname. This setup gives you the opportunity to set the name of generated PDF files according to your needs.

You can combine strings, modules variables and some standard variables like Template name, Current date. Dropdown list for file name depends on primary module as can be seen on the below image. You can set status as active or inactive for each template. Please take into account that this can be set separately per logged user, it means this setting is not global. The inactive templates will not appear in the list of available templates in the PDF maker block. You can find status of existing templates in:.

The particular PDF Template can be set as default by a logged user, it means this setting is not global. This default template is specific to that user and to that module. It means that different users can set their own default templates for each module separately. It is possible to define template as default for DetailView and default for ListView separately.

You can find whether the template is set as default or not in:. Please take into account that templates using ListView block cannot be in parallel set as default for DetailView.

Since PDF Maker You can use image as well as text. Text also should be static or dynamic based on module or related modules variables. You can use static or dynamic password based on module or related modules variables. You can find description of above actions in the following sections. Please take into account that visibility of above links within PDF Maker block depends on user profile. From time to time it is necessary to edit your document before print or save.

In order to edit and export PDF file:. You can define:. Also good option is modify subtotal before page break. This version was uploaded on 16 December The link PDF Product Images is useful in case you are using more images for one product and you would like to select which image has to be used within your PDF exported files. In order to select which image will be used please provide following steps:. In order to apply PDF product images settings:. You can also set a width or height for the generated images.

If you leave one of the parameter fields empty, the size of image will be proportional. If you leave both parameter fields empty, the image will be displayed in its original size. Click on button to save your setting. PDF Product images settings. Note: This is supported only from version 4. Fonts must follow the Truetype specification and use Unicode mapping to the characters. Truetype collections. Does mPDF already contain some other fonts in addition to the fonts I want to use?

Yes, you can check the list here: Available fonts v6 and v7. In addition, ListView allows you mass export and merging templates. To do mass export in ListView please provide following steps:. The merging of the templates allows you to print one or more documents using more templates at once. Next picture shows the merging of the templates.

If you combine mass export and merging templates you will obtain final PDF document as is shown in the next picture. The order of the records exported in the pdf file within mass export depends on sorting used in the ListView. So if you change sorting of the records in the ListView then the final PDF file will correspond this sorting, i. Since version of PDF Maker 4. Downloaded records will be exported as a. Note: However, if more templates are selected and you select 5 records, for example, only 5.

Note: Filename must be unique or empty, so that files are not overwritten. Check template Settings. PDF Maker — Once click download all, list view steps. PDF Maker — Once click download all, downloaded. PDF Maker — Once click download all, packged. With PDF Maker Professional you can use the feature Pay by Square easy and load a values for payments from the records via variables used in the template. Paying with Square is more than a mobile cash register.

It also offers free apps for making payments with your smartphone and using bank apps for sending money to your friends or clients. Note: Some of the parameters can be removed if not needed, for example:. Export and import of the PDF templates makes it easy to work with PDF Maker templates by migration process or moving templates from development to productive installation.

After click the new import page will appear on the screen. It will take a few seconds to complete the import. Using Sharing tab you can define template owner and how to share your template between you and other users or groups. In order to share your template:. Note: This feature was added in version 4.

If you need a special treatment of vtiger data in your template, you can use custom your own functions. This file will be included automatically. These functions are listed in the Table and are provided for you for free.

Do not modify this file, because by next version it will be overwritten. In order to insert custom function into template provide following:.

In the above example function with 5 parameters was used, i. It is possible to use functions without parameters as well. We are working on this section. It will be available soon. This function will change any date in your desired format. Do you want change your due date format for example from to 10 November ? Follow next steps: First you need to place function into template.

First you need to place function into template. This function executes if-else statement based on given parameters. Try to imagine that you have PDF template with Discount line. Until now, yow had to have 2 different templates if you wanted hide Discount line when Discount is 0 One template with discount line and one without. For example:. Do you want to insert image of contact related to Invoice. Please provide following steps: First you need to place function into template.

Do you want to format integer number to format of PDF Maker numbers? This function returns deducted value arg1-arg2-…-argN all following values are deducted from the first one. Do you want to deduct one field from other? Function is inserted without arguments by default but you can add arguments and separate it with.

Do you want to sum some of fields from record? Youtube video for this Custom Function click on Youtube Icon :. Do you want to show product discount for 1 product? You can add decimals and decimal separators or remove them. Do you want in your invoice change quantity format from 1,00 to 1? This function will convert numbers to words.

Can be used on any number which you can add manually to function or can be used with variables from PDF Maker. This parameter can be manually replaced with any number you want, or you can replace it with variable. Do you also want in your invoice show total as words?

Please see following steps:. PDF Maker Workflow extension is a new package which provides features to enhance usability of standard workflow of the vtiger in cooperation with our PDF Maker. Send email with PDF maker attachments for workflows. Since version 4. Select templates you need A , and then confirm the checkbox Merge documents B. Selected templates will be merged into one pdf file. PDF Maker — merge templates in the workflow. Styles4You extension allows to you manage your CSS styles and assigned it to templates.

To install Styles4You please provide following steps:. Here you can also add new Style or select your created Style. To add your Style to template please open your template click on button or click on button to select style. Fill name, insert your style and choose priority. Priority is used when you add more styles to one template. You may define PDF Maker privileges for all profiles. In order to change privileges click on , use the checkboxes and click on button to save changes.

In order to define self-defined please use following steps:. As can be seen in the picture below, you can simply add — , edit — , duplicate — or delete — product block templates. When you click on button following window will appear on your screen. In order to create and save your own product block template please provide following steps:.

Please check our Installer pages for more information. You can access the License settings like its shown below: there can be more options from the pick-list, depends on the module.

To activate or manage license, click on the button. You can deactivate license by click on the button Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab. To reactivate a license after deactivation, you need to follow the same process as you activated it first time:.

You have also option to remove the module via Installer window by accessing the Settings — Uninstall window:. Now, the module has been removed from your Vtiger and your license has been deactivated. To use this module again, you need to provide installation and validation steps see Installation chapter. To uninstall please provide following steps:. To use PDF Maker again you need to provide installation and validation steps see chapter 2. How to install PDF Maker.

It is possible to define background image for PDF template as shown in the picture below. Just click on and insert following code see Picture 8. For full changelog please visit our main page for PDF Maker changelog. This content is blocked. Accept cookies to view the content. Click to allow cookies. We use cookies to improve our website. By browsing this website, you agree to our use of cookies. More info.

Introduction to the PDF Maker. Yes No Suggest edit. There are currently two options how to install extension: Recommended Using our Free extension Installer Please visit the Installer page for more info Manually installation using a. Installation via Installer. Manual Installation. Please provide following steps in order to install PDF Maker manually: It is highly recommended to finish the installation without any interruption.

For successful installation we need to exchange information see license for details. Installation of PDF Maker for vtiger 7 — step 4. How to update PDF Maker. Quick start. Create the simple PDF template. Creation of the template in EditView. Select the PDF template s. Select the language. Click on [Download file]. The PDF file is generated. Generate the PDF file. Work area. From ListView you can directly open any pdf template in DetailView.

Display conditions. The EditView shown in the picture below is divided into two areas: Tabs area — allows user to insert into template different kind of values, fields, labels and to set up properties, sharing and other common settings of the pdf template. This editing can be initiated via many toolbars located inside three tabs Body, Header and Footer in the above part of Editing area.

Please refer to the chapter 4 for the details related to editing. Basic information. PDF Maker Properties tab. Other information. PDF Maker Labels tab. Product block. PDF Maker Product block tab. PDF Maker Sharing tab. This function should save your time when you need make changes in all Header or Footer of PDF template. PDF Maker block. PDF Maker block for vtiger 7. So two kinds of PDF templates exists: Primary module pdf templates — inside template you can combine primary module fields, related module fields, your text, images, tables, products block templates, related blocks, listview blocks, all fields from Other information tab, etc.

Inserting images. So, if you would like to insert image please provide following steps: Press the button on the toolbar. Insert Image. Creating tables.

Inserting barcodes and QR codes. You cannot invite other users to tasks nor canyou link more than one contact with tasks. However, you may transfer tasks to others by changing the owner. Tasks are separated from your calendar as ToDos.

They are also displayed at the Upcoming andPending Activities list at the users Home page. There are many places at the CRM where you can enter tasks. You may enter tasks at any detail view of stepsin your sales process or in the calendar.

Please note the mandatory fields. By default, every user's calendar is set to private and there is no sharing access. However, you may shareyour calendar or specific event entries with other CRM system users. Allevents which are marked as public, will be visible to the shared users. Other users may also edit thisshared event but are not allowed to delete it. Irrespective of sharing events settings at your calendar, other users in the role-based hierarchy can viewspecific events at other users calendar if these events have been made public.

To make a particular eventpublic, mark the [Public] check box as displayed in figure: Sharing Event Settings when you create anew event. In section: Calendar Sharing is already explained how you can access the calendar settings in order to config-ure the sharing functions. In addition to the calendar sharing function you may configure the time your calen-dar starts and the time format.

Please look at figure: Calendar Settings for further reference. You can change the list according to your own criteria. Please refer to section: Working with Lists for furtherinstruction on how to modify the list view.

You may also mark an activity as closed by clicking the [X] sign. At the list view you can click the name of an activity to enter the detail view as shown in figure: All Eventsand ToDos - Detail View. At the detail view you can change details by editing, add an entry to the tag cloud,or duplicate the activity for a new entry. For importing or exporting activities to or from your office environment, the CRM comes with a set of exten-.

For further information on these extensions use the relevant manuals as listed in Appendix: Ressources orlook at section: Synchronizing CRM with Office Environment of this manual.

You may use the CRM system to accomplish your entire sales process from the first contact with a prospec-tive customer to the after-sales services. The CRM system considers, that during this process different re-quirements for necessary data, sales force automation, reporting an others exist. The following sales processphases are offered by the CRM and explained in the following sections:.

The sales phases are connected closely with the contact and activity management, product and service cata-logues and powerful reports. Use the CRM's capability to automatically generate a subsequent operation from a given sales phase. You can continue to use the entered data. Only if there is no predecessor, you may chose to enter theinformation to a sales phase directly.

Lead are the first phase in establishing a customer relationship. Your company may get leads from marketingactivities such as trade shows, advertisement or press releases.

At this phase you do not know whether thisfirst contact will lead to a business opportunity. Usually or unfortunately, most of your Leads will not generate any business transactions. It is sensible to avoid useless Leads loading the CRM system unnecessarily. For this reasonLeads are not linked to other account or contact information. These data will be stored as master lead data within your CRM. Your administrator may modify the type andamount of master data necessary for your business.

As explained in section: New Leads, a lead is most likelythe best starting point for you to enter customer data into your CRM system. Please refer to this section if youwant to create a new lead.

Use the lead copy function as a practical tool if you have to create multiple leadswhich do not differ much. A list of all your existing leads will be shown as illustrated in figure: Leads -List View. With the magnifying glass icon, the lead list offers you a powerful tools to search and quickly finding anyparticular information as further explained in section: List Search.

Please refer to section: Customize Lists for further information. In figure: Leads - List View, some sample leads are already included. To see more information about a par-ticular Lead click [Last Name]. At this site you see the master data of a lead.

Activities: You may link this Lead with activities such as calls, meetings or tasks. Here you get a list of all activities related to this lead and you can createnew activities. E-mails: Here you see a list of all e-mails you have sent to the contact of thislead or you may use the Email button to send e-mails. History: Unless they have been deleted, all activities of the past are listed in his-tory and marked as held at the calendar.

Attachment and Notes: You may add notes or attachments to leads. An attachment can be anytype of file such as data sheets, contracts etc.

You may import or export the list of all leads. To use these functions you will need import or export privi-leges set by your system administrator. Use the description of the import procedure for contactsaccordingly. In the sales process, sales potentials are the logical successors of leads.

Therefore, you may create a sales po-tential from a lead and transfer all information available for the lead to the new sales potential.

In addition,you may create a sales potential directly. Sales potentials are characterized by the fact that an obvious interestof a potential customer in an offer of your company exists. The sales department expects that an offer can bemade for this potential customer in the future. If a sales potential arises from a new customer it is recommended that you create a potential from a lead asdescribed in section: Creating Potentials from Leads.

Please consider the mandatoryentries. Potential Name: You must give each potential an unique name. For a better overview itis recommended to include the account name. Amount: You set an amount of the expected business. Account Name: Select an account name already stored in your CRM by clicking the[folder icon] at the end of this line. Note that you cannot make a directentry. Type: Select a type of this potential.

The type definition can be configuredfreely by your system administrator. Lead Source: Select a lead source. The source definition can be configured freely byyour system administrator. Sales Stage: Select a sales stage. The stage definition can be configured freely byyour system administrator. Every time you are making progress in sell-ing, you should update this entry.

Assigned To: Select an owner of this potential. Usually this will be the selling co-worker or a group. You can enter any value from Be careful in defining sales stages for your company. If you define too many stages, not all your co-workers might be able or willing to maintain a valid data base. Use the extensive possibilities in this input window to store as much information as you have for this poten-tial.

Come to an agreement with your co-workers on how to use the entry fields. You will reach the detail view of the master dataas shown in figure: Potential Detail View - Master Data. If you click the [More Information] tab, you have the possibility of working with the potential and to addfurther information as shown in figure: Potential Detail View - More Information.

Sales Stage History: Every time you change the sales stage, a new entry at this history listwill be created. Quotes: Here your quotes related to this potential are listed. If you create a newquote from here, all the potentials master data required for the quotewill be transferred automatically.

Sales Order: Here all your incoming sales orders related to this potential are listed. This is especially helpful if quotes and sales or-ders are different. You max exchange sales potentials between your computer and the CRM system.

Check with your systemadministrator whether you have the permission to execute such operations. You may use the instructionsgiven in section: Lead Import and Export for the import and export of potentials accordingly. The CRM system supports you in the creation of quotes for potential customers. You may use one of the fol-lowing ways:. As described in section: Additional Information for Potentials, you can use the detail view of a sale po-tential to create a quote by clicking at the [Add Quote] button illustrated in figure: Potential Detail View- More Information.

You may chose this way for an automatic transfer of the potentials master data to thequote. You may also create a quote directly by clicking at the plus icon at the quote list view or selecting [NewQuote] in the Quick-Create menu at the navigation area of figure: Top Area.

The figure: Quote - Edit View for quote and address information shows the quote and the address informa-tion of the edit view for a quote entry. Subject: You have to give the quote a name.

It is practical to have the customersname mentioned, e. Sample Inc. Quote stage: The CRM offers you to have the quote created with different stages. This is helpful, for instance, if someone else has to approve the quote.

Valid Till: Enter the expiry date of this quote. This information will become a partof the PDF output. Team: This field has been added for your internal use.

If you have a teamworking on this quote, you can note this here. Shipping: You may add additional shipping information such as the approxi-mately shipping date for internal use. Inventory Manager: If you use the CRM to maintain your inventory, you may select the in-ventory manager here.

The inventory manager will receive an automati-cally generated e-mail by the CRM system that informs about this quoteas soon you hit the [Save] button. Your system administrator maychange the settings as described in section: Inventory Notifications. Account Name: You have to refer your quote to an existing account.

You select it hereby clicking the [folder icon]. The CRM will get the address informa-tion from this account and will automatically fill in the correspondingfields at this entry page. Billing and Shipping Address:You have to have billing and shipping addresses as part of your quote.

For quotes, the CRM system considers all type of taxes or discounts which may apply to the offer of productsor services. These may include local, state or federal taxes as well as special taxes. These taxes can be calcu-lated individually for each product or service, or calculated for the whole.

Before you select products for yourquote, you need to decide what tax mode applies to your offer. The figure: Product Details for Individual Tax Mode displays an example for the entry details for productscalculated with the Individual tax mode.

Here theoverall tax is calculated after all products or services has been entered. Product: You must have created a product or service catalog before you can cre-ate a quote.

Here you have to use the [magnifying glass icon] to selecta product or service from the product catalogue. You may add an addi-tional comment for each individual product you offer. Qty In Stock: After you have picked a product you will see here the quantity in stock. Negative numbers could mean that you run out of stock or that no stockhas been setup. You can ignore this. Unit Price: After you have selected a product or service, the unit price as defined inthe catalogue will be displayed here.

List Price: Here you enter the customers price. Note that you can use the [bookicon] to select the price from your price book entries. That is especiallyuseful if you maintain various price lists for different types of cus-tomers. Discount: You may select a discount for each individual product or service or adiscount for the whole. Tax: The CRM calculates your taxes on the basis of the tax information ofyour product catalogue. You may modify them for a quote withoutchanging the product catalogue entry if required.

Taxes that apply toyour business are set by the CRM system administrator. Adjustment: Finally you can make an adjustment to the quote by adding or deduct-ing a fixed amount.

It makes sense to capture such orders also in the CRM. A sales ordermay differ from your quote and you should have such information available at the CRM system. You may create a sales order from a previous quote by opening the detail view of the corresponding quoteand clicking the [New Sales Order] button. This will automatically transfer your quote information to thenew sales order. You may also create a new sales order by clicking the plus icon at the sales order list view.

Match case Limit results 1 per page. Author phunghanh View Download Important This manual is based on the official Open Source v5. The following subjects are covered in particular: The general approach to vtiger CRM. How to start using the CRM. What should you do first? Account Management.

How to work with accounts and contacts. What can you do with them? Security Settings. I explain the principles and the implementation of role based security. This depends on your needs and ex- vtiger CRM v5. Organization of This Manual This manual is divided into four parts and appendixes: Chapter 1: IntroductionDescribes how the manual should be read.

Request for Comments Please help me to improve future editions of this book by reporting any errors, inaccuracies, bugs, misleadingor confusing statements, and plain old typos that you find.

Acknowledgements This manual has been in the works since version 5. Preface User and Administration Manual ix This page is intentionally left blank. Itis especially suited for companies: which are in the B2B or B2C business which have longer sales cycles which do not change the product or service offerings frequently which are operating with sales, services or marketing teams located at multiple locations I believe that most vtiger CRM system users and administrators will benefit by reading this manual fromcover to cover.

Manual Instructions You can identify the manual version by its ID number located at the second page of this manual. This manual uses the following terms and syntax when explaining procedures and steps: Browser based user entriesAll browser based instructions to be entered by users are written bold or in italics, and put in brackets. Sample: Please click the [Save] button. Furthermore, several icons are used to mark special comments: Note Special comments you should remember when reading the manual.

Important These are rules you must follow when working with the CRM system. Warning Informs about circumstances that can happen if you do something wrong. Tip Provides hints for doing something faster or better.

First Steps 1. Note If you want to have your office environment linked to the CRM system, you may install some exten-sions on your computer later. Please note the following minimum requirements and follow the browser setup instructions. Browser:Firefox 1. Your browser configuration must meet the following requirements: CookiesYou must allow cookies. JavaYou must have JavaScrips enabled in the security settings of your browser.

Table 1. All entries are sorted by theiramount. Important Please note that all data stored at the CRM system have an owner. Navigation The smart design of the CRM system will allow you to get most information quickly. Caution It is not recommended to use the back and forward buttons of the browser. Screen Top Area Login area:In this area you may access your preference data, get help or release information, or leave the CRM sys-tem.

Quick-Menu:Here you can quickly reach data entry pages, however, with limited functionalities. Search:Here you can search you entire data base. Introduction 6 User and Administration Manual Figure 1. My Preferences Most of these fields are self-explanatory. The highlighted fields in figure: My Preferences are fields thatserve special purposes and are explained in the following table: Table 1.

Introduction User and Administration Manual 7 Display: at the home page. User Photograph: Here an image or photo of an user can be stored. Tag Cloud Display: This defines whether the tag cloud is displayed. My Groups: If a user is a member of a group, a list of the membership is shown.

Important User name and passwords have to be a combination of small or capital letters and numbers. Global Search Function The Home pages provides a powerful search function that allows you to search the entire database.

Global Search Chapter 1. Note The Quick-Menu has only limited capabilities for entering data. The following privilege types are available: The permission to use certain CRM modules. The permission to view data in certain CRM modules. The permission to edit or to change data in certain CRM modules. The permission to delete data in certain CRM modules. The permission to export or import data from certain CRM modules. You will also need to enter your company as an account Chapter 1.

Introduction User and Administration Manual 9 and employees data as contacts. Introduction 10 User and Administration Manual Chapter 2. That includes: a full steering of your entire sales process starting with the first contact with a prospective client to aftersales support, and a contact management for your customers and vendors or for others, related to individual persons, enter-prises or groups, a time and priority controlled activity management, a product and service catalog.

Customer contacts The effective administration and utilization of customer contacts is the most important element of a customerrelationship management system.

Do Not Call: Mark this check box to indicate that the contact does not wish to re-ceive calls. Notethat this image will be also displayed as an icon at the contacts list Chapter 2. Caution If you enable the customer portal for a contact by marking the Portal User check box, the CRM sys-tem will automatically generate an e-mail and will sent it to this contact immediately upon your click-ing the [Save] button.

Click the [Save] button to transfer the entries to the CRM system. Export and Import of Leads, Contacts, Accounts and Vendors The export and import functions will help you to exchange data between your office environment and theCRM system. Tip In addition to leads, contacts, accounts, and vendors, data for products and potentials can be importedand exported. A new window will open asshown in figure: Import Contacts, Step 1 Figure 2. Contact Import, Step 1 You have to select your data source by browsing your computer or network.

Note You can find sample import data at section: Data Format for Imports. Important Because of possible timeouts with the CRM standard version it is suggested not to import more than customer contacts with a single import operation.

For the second step, a new window will open as shown in figure: Contact Import, Step 2. System 18 User and Administration Manual Figure 2. Tip If you have to make multiple imports, the CRM offers you to store the references you have selectedfor future use. When you have set all references, click [Import Now] to transfer your data to the data base.

Contact Import, Step 3 Now you can review your import, accept it or reject it. Tip If you import contacts with account information, the import will generate contact and account entrieswhich refer to each other.

Export selection At this menu you may change you selection criteria if desired and click the [Export Contacts] button. Export Contacts If you click [OK], all data will be exported to your computer.

Important Since the format of the exported data is different than the data format required for an import you can-not use exported data for an import directly. Data Format for Imports Before you can import data you have to format these data in order to meet the CRM's requirements. Note A common standard for the CSV format does not exist. If you want to import data, these data must be formatted according to the following rules: All fields are separated by commas and must be individually wrapped by double-quote characters.

If you experience that after open of exported CRM data, all fields are listed in one column, youmay use the following instructions for clean them up: Import the CSV file, rather than just opening it.

In step 1, select Delimited. In step 2, check Comma. You will see a preview that shows how the data will be separated. Tip If your data contain line feed or carriage return characters, you have to remove these before importingthe data into Excel.

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