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Vtiger CRM faq

We are glad to inform you that our servers perfectly fit the Vtiger system requirements. You just need to install the application and you are ready to start building your CRM platform.

Vtiger is one of the most widely used CRM applications worldwide. There is a free open-source version of the script and also several paid ones. The open-source solution is great for startups and small companies and it works perfectly. 

However, the licensed cloud version improves the security and the scalability of your platform which is something important when your business starts to grow and the personal data preservation becomes a number one priority.  The prices of the Cloud version of the software vary between $10 and $36 monthly per user.

Vtiger is a CRM application that allows you to manage your clients personal and business data. It is a great tool for keeping the sensitive data well organized and for managing the email correspondence with all of your customers and partners. 

Using the Workflow feature you can also automate some actions like sending specific email notifications or other tasks which is something that the most of the Vtiger users utilize.

Workflow is a feature in Vtiger that allows you to automate processes such as sending emails, running activities, fields update and others. Performing such tasks automatically will allow you to use your time more efficiently and focus on more important aspects of your business. 

You can create a Workflow by navigating to Settings (the gear icon on the top right side of the administration screen) > CRM Settings > Other Settings > Workflows > New Workflow.

Vtiger has default Cron Job which you can use, the common Cron Job for Vtiger is located in /Vtiger_directory/cron/Vtigercron.sh. In order to execute this Cron Job simply add the following command in the Cron Job fields of cPanel:

If your installation is located at the root of your account “public_html”:
“sh /home/cpaneluser/public_html/cron/Vtigercron.sh”

If your installation is located at a directory under “public_html”:
“sh /home/cpanel-user/public_html/Vtiger/cron/Vtigercron.sh”

Note that you have to change “cpanel-user” and “Vtiger” directory with the actual ones you are using.

Vtiger has an built in SMTP configuration settings, which you can access by going to Configuration (The Gear Button in the top right corner next to your Username) > CRM Settings > Other Settings > Outgoing Server.

Once you are in the Outgoing Server configuration menu you will have to fill in the fields in Mail Server Settings (SMTP). “Server name” should be provided as following “ssl://hostname.com:465”, for User Name enter the email you are going to use for SMTP, in the Password field enter the password for the email account you are using in User Name, the “From Email” field is optional and you may leave it blank, note that if left blank then the User Email address will be picked up. Last field is a checkbox for Requires Authentication, you should always check this box, or your SMTP service will not work properly.

Vtiger theme installation is an easy task even if you are not an expert in the application. Once you have chosen a template you can download it on your computer extract it and upload the files via FTP, you need to upload the folder you extracted of the theme in the “themes” directory located inside Vtiger’s root directory. You should now have /Vtiger/themes/thenewtheme.

Once you have uploaded the theme it will be available for use in your Vtiger website, in order to activate it go to Admin Backend > Settings (Gear icon in the top right corner) > Users > User > Theme, there you will see a drop down menu with the available themes, choose the theme you have just installed.

Vtiger CRM has an amazing built in User Management system, where you can edit the settings and privileges of different users, you can assign profiles of users to roles. In order to do this you need to go to the Admin Panel > Settings (Gear icon in the top right corner) > CRM Settings > User and Access Control > Profiles > Add Profile.

Once you have created a new Profile you can assign Permissions to it. In order to assign Profile to a role, go to Settings > CRM Settings > User and Access Control > Roles > Select the desired role and the profile which it will use, and click Save.

Vtiger has multiple of language packs, in order to change the language simply click on your profile name in the top-right corner, choose “My Preferences” from the drop-down menu. This will open a page with many fields containing customization options, one of the fields is named “More Information”, under this field there is an option “Language”, from this option you can change the language of your Vtiger’s website.

Vtiger provides with a lot of currency configuration settings, which can be managed through the Admin Area of your website. In order to add new Currencies, click on the gear button in the top-right corner > CMS Settings > Other Settings > Currency > Add Curreny.

To choose a currency login to the Administration backend of your website > click on the username on the top-right corner, this will open a drop-down menu > access the My Preferences tab of your account. After clicking on the “My Preferences” tab you will be redirected to a new page with options, scroll down to the field of options named “Currency and Number Field Configuration”, from this field you will be able to configure the Currency options for your account. 

Vtiger can be configured through the Administration Area of the application, in order to find this feature log in to your Administration Area > Click on the Gear Button on the top-right corner and select “CRM Settings”, once you have accessed the “CRM Settings” navigate to Other Settings > Configuration Editor, from these options you will be able to place Global Settings on your Vtiger application.