Did you know that installing the custom modules in Vtiger CRM increases the efficiency of your business?
Yes. Vtiger CRM provides easy-to-access installation of extensions and third-party modules.
Before learning about the installation of custom & third-party modules let us learn about CRM, Vtiger CRM, Modules in Vtiger CRM, and the need to install the third-party module.
CRM is Customer Relationship Management. The name relies on the best customer relationship via customer acquisition and retention.
Customer acquisition is gaining new customers and customer retention is retaining or holding existing customers. The goal of CRM is simple: Improve the business relationship.
To achieve this goal we need CRM software as a tool to provide contact management, sales management, productivity, and more.
Vtiger CRM is cloud-based software to help business owners to track all business processes. With this software, you can see a clear overview of your customer in one place. A simple and customizable dashboard can tell you the customer’s previous history with you, any outstanding customer issues, the status of their orders, and more.
You can also include information through their social media activity such as likes, dislikes, and comments on our competitors. Nowadays customers raise a question on one channel like Twitter and then switch to another channel say email or telephone to resolve the issue in private. Vtiger CRM software allows you to manage inquiries across various channels without losing the track of your customer.
Vtiger CRM gives you the flexibility to create your basic modules, that is the custom module or the third-party module as per your business requirements.
Now there arises a question,
What is the need for customization?
Every business has its unique features. Right? It is hard to provide software that fits all business needs. So there is a need for customization.
What is Customization?
Customization is nothing but adoption. That is we can adapt or modify the business software to our specific business needs. For example, we can alter our clothes to fit ourselves. ( one size does not always fit all). So it is important to invest in the customization of Vtiger software to meet our requirements. The customized CRM software will complement your business progress and workflows. And this will also provide a solid foundation for your marketing, sales, and help desk team to forward efficiently.
Do you think it is hard to install custom & third-party modules for CRM?
No, Vtiger CRM makes it so easy to install custom modules with some easy steps.
Before learning how to install a custom module, we must know what the module is?
A module is a set of independent units that have similar characteristics. Like that CRM module is the set of records to store a particular type of information.
Here is an example of a module, that gives you a clear-cut explanation:
A famous trade show is held in a nearby convention center. You participate in the tradeshow and set up a counter to showcase your products. The prospects who are all interested can leave their names and contact information in the register to get a demo of your product.
Here, instead of using the register, you can store the information in a CRM record. Now you can create these records in the lead module of Vtiger CRM.
Likewise, there are several modules in Vtiger CRM. You can use different modules for different types of information. And yes, you can also create custom modules to meet your business needs as customization is the core possibility of Vtiger CRM. Adding a Vtiger custom module to the CRM software is a great way to extend your CRM functionality, improve your team effectiveness and enhance your software.
Points to be remembered in creating the custom module
First, you need to provide some basic information about the module you are going to design which include
Hope you got an idea of what the custom & third-party modules are? Now we can learn how to install a custom module in a Vtiger CRM
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Steps to install a custom & third-party modules in Vtiger CRM 7. x
Login to your Vtiger CRM account. (Only the admin user can create or install a custom module). After logging in you can see the dashboard on the top left corner of the screen. On the dashboard go to the “Settings” icon at the bottom of the list.
Then click “CRM settings” in the sub-menu of the settings.
On the CRM settings page, click the “Module Management” tab in the left column of the page where you can see the option of Modules.
Click “Modules”. This will take you to the module manager page.
On the module manager page click “Import-Module from Zip” on the top right corner.
A new page will appear that asks you to choose the file that you want to import. Click the “Select from My Computer” to import the module zip file.
Select and “Open” the files you want to import. Here we are using “PDF maker for Vtiger CRM” to be installed in this tutorial
Tick “I accept with a disclaimer and would like to proceed” and click the “Import” icon.
Verify the import details and then click “Import now”
And That’s it. You have successfully imported a custom module in your Vtiger CRM. Finally, you got a confirmation message about importing the custom module.
Click the “Ok” button on the confirmation message that will lead you to the module manager where you can see your new installed module.
So far we have learned the instructions to install Vtiger extensions for Vtiger 7. x. If you have Vtiger 6. x then the below instructions give the step-by-step explanation of installing extensions in Vtiger 6. x
Steps to install extensions or third-party modules in Vtiger 6. x
Login to the Vtiger CRM account
On the home page click “Settings” on the top right corner of the page.
And then click “CRM settings” at the sub menu of Settings
The CRM settings page will be displayed
On the left column of the settings page click “Studio”
Then click on the “Module Manager” icon
Now you can see the “Install from Zip” icon at the bottom of the module management page.
Then you click “Choose File” and upload the zipped file you want to import.
Tick the “I accept with a disclaimer and would like to proceed” and click “Import”.
Verify the Import details and tick the “Accept the license agreement”. Now click “Import Now”
After importing the custom modules your extension pack installation has not been completed. You need to verify the server requirements. For that:
Go to “Other settings” on the CRM settings page
There you find an extension pack as a submenu and click on it
The server requirement page will be displayed. Then click “Install”
It will run the automated check to find whether the prerequisites are met.
You have successfully installed the custom or third-party modules. Now you have to create an account to run or access all the extensions. Here are the steps to create an account:
Go to “CRM Settings” on the settings tab.
On the CRM settings page click “Other Settings” and then click “Extension List” on the sub-menu.
The window will be displayed as “Login into the extension pack”
On that window, click “Create new account”.
Once the new account is created you are able to start installing the extensions.
After you have successfully installed a custom module or extensions, you can activate/ deactivate the module as per your needs.
Steps to deactivate/disable the module
Step 1:Login to the Vtiger CRM account
Step 2:Click the User menu and scroll down to the bottom
Step 3:Click the settings icon
Step 4:On the settings page click Module management and then modules
Step 5:Disable the checkbox beside the module to disable it.
Step 6:You can easily enable it by enabling the check boxes beside the module.
In today’s market, there are many CRM software applications available. But they rarely provide the exact applications of your business needs. We the Smackcoders will install or customize your Vtiger CRM to fit your specific needs and niche. We will customize your Vtiger CRM software as per your specifications. Our team will work with you to meet your exact needs and customize the software to deliver.
We also have vast experience in Vtiger CRM custom module and extension development. Once the Vtiger version has come out, Vtiger Modules and Extensions are independent of Vtiger code and only a little effort can be applied to it. Either you need a Mailchimp or a PDF maker for Vtiger CRM we can accomplish that.
Our expertise Vtiger CRM Custom Development Team is capable of integrating and installing any third-party software with or without API with Vtiger CRM.