EXT: Different Solutions vtiger CRM¶

What is vtiger CRM?¶

Vtiger is a web-based and 100% Open Source Customer Relationship Management (CRM) system. With its enormous flexibility, its functions and modules, vtiger is especially suitable for the use in critical environments of your enterprise.

Indian programmers developed vtiger CRM in 2004. It was the result of the “Project-Fork” from SugarCRM. Within a short time, an active community was built by many inspiring developers.Over the following years, vtiger finally developed to a mature and stable CRM system. vtiger is based on the PHP server language, using preferably MySQL for database. However, it can also be used with PostgreSQL or Oracle.New features or modules can be developed or enhanced easily by using your own or external PHP programming know-how. As the only real Enterprise Open Source CRM, vtiger CRM offers unlimited possibilities for connecting almost any existing software architecture, and therefore, it can be integrated into your business processes profitably and with significant lower initial investment!Vtiger offers companies a server- based Customer Relationship Management (CRM) system, which allows you to enter, manage and process database records through any web browser.Unlike many other available CRM solutions on the market, vtiger CRM is a full-fledged Customer Relationship Management system. In addition to managing your customer data, vtiger offers also connectivity to a variety of other software systems in the existing software architecture. So vtiger can be connected to enterprise resource planning (ERP) systems without any problems, for example, to integrate already existing data into other critical processes of your business.

What is VTC CRM?¶

The core of VTC CRM is based on the Open Source CRM of vtiger. In 2009, after almost 10 years of supporting and developing vtiger CRM, Different Solutions decided to get their vtiger Complete Version one step forward. After more than two years of developing, Different Solutions presented its new VTC CRM with a completely new interface and a lot of more functionality.With VTC CRM, you get the complete package of a CRM System. Its modules, further developments, Plug-ins and Add-ons, offer you everything, which helps you to ease your daily work. With VTC CRM, you are able to concentrate on the important activities again, because time for administrative occupation will shrink to a minimum.VTC CRM is a web-based CRM-Application, which can be reached with your web-browser. VTC CRM can be adapted to your needs easily and attracts with its usability. It is perfect for small and medium-sized companies, big enterprises or public organizations.

What does the Extension do?¶

With this extension it is possible, to create Leads, Contacts, Campaigns, etc. in your CRM via the mail form of the “Powermail” extension.

The fields of the mail form will have one more attribute to set, which is equal to the CRM field name for the new dataset you like to create.

Requirements:¶

- Powermail (ext: powermail)

- A vtiger CRM installation at least version 5.1.0

- A VTC CRM Cloud or On Premise Solution at least version 5.1.0

Inserting the Field name¶

Enter the “CRM Field Name” for each Powermail field.

Configuration of the endpoint¶

Enable the CRM field by ticking the “Enable” checkbox. If checked, the fields will be renamed and sent to the CRM server.

In the field “Module” you have to insert the name of the CRM module, in which you like to create the Dataset (For example Accounts, Contacts, Campaigns, etc.).

The field “Target URL” contains the URL to the “webservices.php” of your CRM.

To find your “Personal Access Key” you have to log into your CRM and go to “My Preferences”.

Last step of the configuration is to type your username into the field “Username”.

The field “assigned_user_id”¶

This field is very important to set. It says, to which user you will assign your Dataset. In this example, it's a hidden field with default value 1, that the new Dataset is always assigned to the same user.