By Ian D. Rossi
This ebook covers the fundamentals of putting in and utilizing a CRM method, explaining the right way to enforce vtiger’s robust beneficial properties to your company, including extensions, plug-ins, and theming. It offers a step by step advisor to fitting, configuring, and customizing vtiger even on the code point, with sensible suggestion and instructions. this can be publication is written for IT execs and enterprise managers who've power-user machine talents and want to enhance revenues administration techniques and/or customer support tactics.
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Installation is now much easier. This chapter will guide you through a successful installation of vtiger CRM step-by-step. In this chapter we shall: Install vtiger CRM on a Windows host: Consider the system requirements for vtiger on Windows Download and install vtiger on a Windows host Install vtiger CRM on a Linux host: Consider the system requirements for vtiger on Linux Download and install vtiger on a Linux host So let's get on with it... Unleashing the Beast—Installing vtiger Installation on Windows Before we begin the installation, let's consider the system requirements briefly.
It can be used for several people that all have the same function and, therefore, privileges to access important company information. Each role also specifies who they report to, creating a hierarchy: Roles can also be assigned several different Profiles. This could come in handy if someone wears two different hats. For instance, Joe is the Sales Manager, but he also participates in support operations. So, you could create a role called Sales and Support Manager and assign the Support Profile to his role as well: Users Finally, we come to users.
04) we installed all of the software that vtiger depends on, including the Apache web server, the PHP scripting language, and the MySQL database engine. Then we downloaded the vtiger CRM source code and installed it manually. Now it's time for configuration. Using the Configuration Wizard Now that you've configured your web server successfully with vtiger extracted and ready to go, we have to go through the Configuration Wizard. This is the last step before we can log in and start using vtiger.