Vtiger Open Source CRM needs earnest capital for analyzing the requirements. Indeed, it requires reasoning of business demands and challenges. Further, this article provides comprehensive guidance for Vtiger CRM installation and basic configuration.
Unbinding the Mastership - Vtiger CRM Installation
Installation of Vtiger CRM is not tough these days. To clarify, no matter whatever operating systems you are using, like Windows and Linux. Indeed, find the step-by-step Vtiger open source CRM Installation procedure through different methods.
Installing Vtiger on Windows Operating System
Install Vtiger Open source CRM on a Windows host using the installer and from source. Further, here are the system requirements and prerequisites of installing Vtiger CRM.
System Requirements for Installing Vtiger open Source CRM
Installation Prerequisites for Vtiger Open Source CRM:
Installation process of Vtiger on Windows Operating System
The condition to this installation is, your web-based software is new to you. In addition, your Windows system is fresh to host Vtiger, so here the special installer can help you out. Meanwhile, it contains Apache, PHP, and MySQL and all get installed along with Vtiger CRM.
Steps to be followed:
Your windows computer or server has installed Vtiger CRM now. Further, installation completed using the prepackaged windows installer. Additionally, installation wizard steps allowed to set up Apache web server. Moreover, it allows PHP scripting language and MySQL database engine.
Installation of Vtiger CRM on Windows from Source
A Windows based web server environment can download and install Vtiger source code. Additionally, it installs along with Apache, PHP, and MySQL configuration. Further, it requires XAMP or WAMP stack already installed and configured. To clarify, then only it helps open source software. Moreover, if you are not familiar with these, try using the Windows installer. Most importantly, requires technical familiarity with administering Apache, PHP, and MySQL.
System Requirements for Installing on Windows from Source
Checking the System Configuration
Check for the proper system configuration before getting the source code and extracting it.
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Files, Folders and subdirectories:
Now Vtiger CRM source code is downloaded and installed manually on a Windows computer or server.
Installing Vtiger Open Source CRM on Linux Operating System
Linux operating systems have many distributions and different versions. Vtiger CRM can be installed on Linux Host using the LAMP stack which already includes the essentials of open source CRM software usage. The most commonly used version with a large community and easy to use is Ubuntu and the latest Long Term Support (LTS) release, 10.04 called Lucid Lynx is used, as it includes compatible versions PHP and Vtiger. All instructions will be given using the command line and it is recommended to use these exact instructions on your desktop.
System Requirements for Installing on Linux
Installing Vtiger open source CRM on Linux from source
Installing and configuring Vtiger on an Ubuntu Linux 10.04 LTS system by installing the required Apache, PHP, and MySQL packages and then installing the Vtiger Source Code. It's not guaranteed that earlier versions of Ubuntu will work properly. If it doesn’t work, upgrade the Ubuntu version or download the latest version and install it.
Be familiar with the apt-get process of installing packages to perform installation on Ubuntu Linux. The packages will be installed from Ubuntu servers over the Internet, so connect your Ubuntu computer to the Internet. Vtiger CRM can be installed and configured by a tech savvy person on a Linux system. The installation would be successful only by installing through the tested steps.
Getting Started with Vtiger Open Source CRM
Start entering company- related data like our contacts, our leads, our accounts—all that good stuff.
A. Entering Company Data
Entering your company data is the first thing to do through Settings. This data will be used on system correspondence like template emails and PDF documents such as invoices and purchase orders.
B. Importing Customer Data
Now you are ready to start importing customer data, start importing some leads. This process is the same for importing leads, accounts, contacts, and potentials. You can only import a .csv file (comma separated values) to make sure that you save the excel file in CSV format before trying to import it. It also helps to have meaningful headers in your data. This will make the data mapping process easier. Try importing only a few records before importing everything just to make sure you've mapped everything properly. Also, use a CSV file format that wraps all of the values in commas so they can contain commas. Prepare CSV file neat with meaningful headers and start the process by clicking Import icon from Sales | Leads. Some of your leads are imported into Vtiger. Use the same process to import accounts, contacts, and potentials. Each of them will have their unique set of fields to deal with.
C. Creating Users and Setting
Permissions A very smart role-based security model is available in Vtiger. Users can be created with following different access:
Create complex permission structures by creating any custom fields that can be included in the structure. User model consists of profiles, roles, and users. By default, there are four profiles in Vtiger - Administrator, Sales, Support, and Guest. Setting up your team in Vtiger CRM by creating relevant profiles, roles, and users for the team.
Setting up User Permissions
Set up the Sales Manager with full access and a sales representative with partial access to the sales profile. Go to Settings | Profiles and Click the New Profile button. Create a user that has view-only access to everything, perhaps for an investor. You may also have a partner company who sends leads and you want them to have view / create / edit access to leads.
D. Configuring E-mail
Vtiger CRM sends email messages automatically from time to time, like calendar event notifications, messages generated by workflow, etc,. Configure the Outgoing Server settings in the Settings section. Click the Edit button if this is not your first time and fill out the fields for Gmail SMTP server. If you are not using Gmail email service, never specify port number and click Save. Now your Vtiger CRM is ready to send outgoing messages.
Setting up the Mail Client
Set up the Webmail client to check out incoming email from within Vtiger. Go to My Home Page| Webmail and link Incoming Mail Server Settings, if it's your first time. If it's not your first time logging in, get the IMAP server information from your email service provider or from your in-house IT manager or system administrator. Fill out all of the information required, such as the server name/IP address and SSL options and click on Save. Now view the email in our inbox without leaving Vtiger from My Home Page | Webmail.
E. Configuring Vtiger CRM Backup
Configure the backup to protect information and time invested into Vtiger. Backup feature of Vtiger secures data and the processes which have been set in place in Vtiger CRM. Go to Settings | Backup Server and initially set up local backup by creating a backup folder. Enter that location into the Backup Location field on the Backup Server screen. Set up a backup to an FTP server to have an onsite and an offsite backup for the database. Get the FTP server details from your FTP hosting provider or system administrator or your IT person. Your Vtiger open source CRM is ready to backup onsite and offsite now.
Configuration files and stored documents will not be backed up by this process. Vtiger CRM's entire file system backup can be done by System administrator through a regular backup schedule set up. It will back up CRM data to a folder on the local hosted computer. A remote FTP server backup will protect data from any physical disaster from the Vtiger CRM hosted location.
Vtiger Open Source CRM can be installed in your first try with the help of given instruction. Once installed and configured, Input your Data and Work Around to get started. Start using Vtiger Open Source CRM in day-to-day business life easily, stay updated with your company data and keep information of reports at your fingertip. This article walks you through each step of the Vtiger open source CRM installation and configuration. Get to know more about the various Vtiger Open Source CRM extensions here. If you need any questions or enquiries, please write to us [email protected]