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Editorial Reviews. About the Author. Ian D. Rossi. Ian D. Rossi is the CEO of aimtheory, Look inside this book. vtiger CRM Beginner's Guide by [Rossi, Ian D .].
Table of contents

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Vtiger Crm Beginner's Guide by Ian D. Rossi

Developing Enterprise iOS Applications. Ahmed Mohamed Rafik Moustafa. The Smashing Book 4.

VTiger Training: Creating & Managing Lists/Filters

Microsoft Team Foundation Server Cookbook. Truth is that the preface states correctly that the intended audience are IT Professionals, Sales Consultants and CRM Project Managers to whom these two chapters may be enlightening but I think that most of the people that will buy the book based on the title will find these two chapters out of scope and would have preferred more in depth explanation of importing, reporting or general use.

As an example, when I finished reading chapter 10, my first thought was: All in all the book is a very needed complement to the vtiger CRM project, more books about the program are needed to spread the word. The general tone of the book is pleasant, as most Packt books I have read, the pop quiz keeps you thinking and the whole book covers the basic knowledge that is needed to start implementing the program in any company and then some. Although the price is high in my opinion most books are , it is still a recommended read and a good starting point for anybody who seriously wants to use vtiger 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.

Rossi Packt Publishing First published: Business Mappings and Conditions.

vtiger CRM Beginner's Guide Review

Extended Field Information Mapping. Condition Expression Business Mapping. Condition Query Business Mapping. Detail View Layout Mapping. Duplicate Records Business Mapping. Field Dependency Business Mapping. Global Search Autocomplete Mapping. Field Mapping Business Mapping. Emails Sent by the application. Monitor the health of your coreBOS. How to Configure Outgoing Server. Tax and Retention Configuration.

Web service Frequently Asked Questions. Get inventory modules PDF output. Web service get Related Records method. Login to Web Service. Web Service Query Language. How to specify the format of your fields when sending in through web service. How to add action links to a module. How to add a special block to a module using templates.

How to add a special block to a module. How to add a workflow custom function. How to add a workflow task with configuration screen. How to fill in additional fields when selecting a record in a popup screen. Commit Guidelines we try to adhere to.

How to open a capture popup with a preselected set of records. How to filter records on a module based on menu parameter. Please try again later. The installation is pretty straightforward. Aided by generous amounts of screen captures of the user interface for that process. The authors of the vtiger clearly want first impressions to be as painless as possible. One slight quibble is that page 24 refers to a WAMP stack, in the context of installing vtiger on Microsoft Windows from the source code. Rossi probably should tighten up the narrative in a future edition of the text. Once vtiger is running, the book is essentially a lengthy case study of an imaginary company, with various executives playing different roles - Chief Executive Officer, Sales Manager, Sales Representative and Support.

Where it should be said that if you are reading this review, and go on to carry all this out, that you will in all likelihood eventually be the Support person, because that's the one with the IT background. As you define each person, you can see that vtiger offers different categories of actions or activities - what the package calls potentials, contacts, accounts, leads, documents, calendar etc. What is also nice is that vtiger is fluent in autogenerating emails.

Typically such might be due to workflow events that necessitate informing a person or persons, or even just an event coming up in the calendar for today, say. The advanced material is later in the book - centred on making a workflow, which might require custom programming to define it. As this is just a beginner's guide to vtiger, it just barely touches on how to do this.

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Appreciate that the customising could be of arbitrary complexity. Anyhow, if you find the text's treatment inadequate for your company's needs, that means you've graduated from the beginner's role, so congratulations! Kindle Edition Verified Purchase. It's made even better by the fact it is Open Source. This technical support manual is important to have, though much of vTiger is intuitive, there are always things that one needs to look up. I was really impressed by two things - first how much cheaper the electronic Kindle version was compared to the print version, and how it simply showed up on my Kindle minutes after purchasing it on-line, and I live in Colombia, South America!

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Book Description

The writing style was easy to read and well laid out. This book takes you from the beginning of installing the services to writing your own modules. I felt that in places it did not go into enough detail on the specific topics, or talk about how they interrelate. As a beginners book to vtiger and crm, I was hoping that it would talk more about how the system would be used and integrated into a business along with how certain tasks would be completed.

One person found this helpful 2 people found this helpful. The guide is written for 5.

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The hands on, step by step exercises demonstrate how to use the modules and how to customize the CRM. The software is great the Beginner's Guide made it awesome.

Easy to read and understand with examples. See all 5 reviews. Amazon Giveaway allows you to run promotional giveaways in order to create buzz, reward your audience, and attract new followers and customers. Learn more about Amazon Giveaway.