Book Image

vtiger CRM Beginner's Guide

By : Ian D. Rossi
Book Image

vtiger CRM Beginner's Guide

By: Ian D. Rossi

Overview of this book

<p>vtiger CRM is free, full-featured, 100% Open Source CRM software ideal for small and medium businesses, with low-cost product support available to production users. It is used widely in dozens of countries with localization available in over 15 languages. If you want to manage your customer relationships successfully using one of the most dynamic CRM systems that is truly open source then this is the right book for you.</p> <p>vtiger CRM <em>Beginner's Guide</em> will show you how to unlock the power of the Open Source vtiger CRM system, to reorganize your sales processes and manage customer relationships better. It explains the basics of a CRM, going on to explain how to create a CRM using vtiger, adding extensions, plug-ins, and theming.</p> <p>This book will teach you how to organize and streamline sales processes and customer service processes and to automate routine business processes to save valuable time. With it you can empower your sales force and start increasing sales. You can get more visibility to sales performance through centralized activity management and reporting. You will understand how vtiger receives data from external systems through its API and how you can use that API to get data into vtiger. You will discover how vtiger provides many extensibility and customization features to enable your CRM solution to meet the needs of your business and how use them correctly.</p>
Table of Contents (19 chapters)
vtiger CRM
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Time for action - setting up the workflow module in Windows


For the workflow module to work properly in Windows:

  • The workflow script must be modified and

  • A scheduled task must be set up using the Scheduled Task tool in Control Panel.

These instructions assume that you have used the Windows installer to install vtiger CRM. If you installed it from source, then you will have to modify the file locations in the com_vtiger_workflow.bat file. To modify the workflow script:

  1. 1. Open the file cron/modules/com_vtiger_workflow/com_vtiger_workflow.bat in the root of the vtigercrm directory. Here's what the file should look like:

    set VTIGERCRM_ROOTDIR=" Files\vtigercrm5\apache\htdocs\C:\ProgramvtigerCRM"
    set PHP_EXE="C:\Program Files\vtigercrm5\php\php.exe"
    cd /D %VTIGERCRM_ROOTDIR%
    %PHP_EXE% -f vtigercron.php service="com_vtiger_workflow" app_key="YOUR_APP_KEY_HERE"
    
  2. 2. Make sure that the paths are pointing to the right places and modify them if you need to.

  3. 3. Now get your vtiger CRM app key. Open the file...