Introduction

Whenever you buy a new phone, don’t you change the wallpaper and customize the settings to suit your needs?

It’s the same logic behind customizing a CRM.

A  completely customizable solution, like Vtiger CRM, meets your business needs and feels like your software. You can modify the label names, company’s logo, custom views, taxes, currencies, and so much more according to your and your business’s interests.

In this article, you will discover the various tools that make Vtiger CRM highly customizable. We have categorized the tools into the following sections for better understanding:

• Individual Settings
• Company Settings
• Module Settings

Let’s start customizing, one-by-one.

Individual Settings

You can add your details and configure other settings using the tools mentioned below.

My Preferences

Using my preferences, you can set up your email addresses, phone numbers, and other personal information. You can also select your business hours, phone preferences, currency preferences, and the page you want to see after login under My Preferences.

Calendar Settings

Using calendar settings, you can customize your calendar to suit your preferences. You can set the starting day of the week, date and time format, time zone, call duration, etc., using this tool.

My Tags

Using tags, you can create both private and shared tags and organize your records. It enables easy access to records and reduces search time. 

Notification Preferences

With notification preferences, you can view and configure different types of notifications. You can also set up alert channels, enable the notification sound, and much more.

Dark Mode

Are you a fan of a dark mode? We have that too. You can change the appearance of the CRM from light mode to dark mode with just a click. 

Company Settings

Once you configure your company-related settings and preferences, you can set up your company details and customize id using the tools mentioned below.

Company Details

Using company details, you can set up your company’s logo and address. The logo will appear on the top right corner of the CRM, and the address will be displayed on the quotes, invoices, print templates, and other documents.

Terms and Conditions

Every company will have its terms and conditions. You can mention it and convey it to your customers using terms and conditions settings. This will appear on the 

Email Settings

Using email settings, you can customize all your outgoing emails. You can change the font, enable email tracking, change the FROM name and address, add a footer, etc., in your customer emails.

Users

You can add your employees as users in the CRM. Every user has a CRM account with a unique set of login credentials and access to the features included in your edition. You can also specify the user type as - admin, light agent, single app, or standard. Based on the type, their access to modules is defined.

Roles

A role defines the part that a user plays in an organization’s hierarchy. You can mimic your organization-wide role hierarchy in Vtiger CRM with the help of Roles. You can define the privileges and license types of roles.

Profiles

Vtiger CRM allows you to define users’ permissions to give them full or restricted access to CRM modules and records. A CRM profile defines what actions a user can perform on CRM records. You can have different profiles, such as Sales, Support, Marketing, etc. When a profile is associated with a role, the access rights defined in the profile are applied to all users having the role. 

Groups

A group is a set of users. It represents your company's teams, such as the sales team, the customer support team, etc. You can add users, groups, and roles as members of a group. You can assign records, send emails, etc., to the group.

Sharing Rules

In Vtiger CRM, the default access to CRM records is set to Public, enabling every user to see all the records. You can choose who can see CRM records just by setting up some rules. So, if you do not want a user to view records in a module, you can simply hide them.

Business Hours

You can define your company’s, team’s, or an individual’s working hours in a week. Setting up business hours helps you give your customers reliable support. 

You can also view clear metrics on the customer service provided by your team.

SLAs, appointments, and workflows in the CRM are dependent on business hours. 

SLA Policies

A Service Level Agreement or an SLA is a contract between a service provider and a customer. The agreement defines the level of service the customer expects from the service provider. 

SLAs are based on the response to customer queries, and their purpose is determined explicitly by the kind of support the customer receives.

Assignment Rules

You can use assignment rules to automatically assign records one after the other to your sales, support, and marketing groups using different assignment modes.

Assignment rules are triggered only when the record is assigned to a group and not to a particular user. Keep in mind that you should have defined an assignment rule for that particular module and group.

Workflows

With workflows, you can streamline your business by automating some of your most common operations. You no longer need to perform tasks manually but simply ask a workflow to do it.

Approvals

If you have processes that require approvals from the managers, then set up approvals and automate your business process. You can also set up a multi-level approval hierarchy where the approver can be your reporting manager or any user. 

Module Settings

Personalize and group the modules 

You can now personalize the Main Menu. Yes, you read that right. Go ahead and group menu items in the exact order that you want. You can move apps, categories, and items within a category to be visible and easily accessible.

Favorites

You can add frequently used modules or apps to Favorites. They are ‘starred’ and displayed separately in the Main Menu for easy accessibility. 

Enable or Disable modules

You can decide which module must be visible in the CRM and which must disappear. You can create a new module, enable, disable it, or delete it.

Define Relationships and dependencies between modules

You can generate relationships and bring a dependency between two modules. You can also enable duplicate prevention, which will not create duplicate records in the CRM.

Module Builder

You can build custom modules to store the kind of information that you like. You can have different modules for different types of information. You can decide the module properties, relationships, blocks, fields, columns, etc.

Module Numbering

Vtiger CRM offers default numbering that corresponds with every module and every record. The fun part is you can customize and create a record number sequence as per your business needs. Whenever you create a new record, a unique number will be automatically assigned to it.

Labels Editor

Using Vtiger CRM’s Labels Editor, you can rename CRM modules and other text areas to make the CRM fit your organization’s structure and terminology.

Closed States

You can declutter your list by merely closing unused records with the help of a closed state. When you close a record, it means the record is no longer active or used by anybody.

Login Page Customization

Cascading Style Sheets (CSS) is a coding language used to define the presentation and layout of web pages written in Hyper Text Markup Language (HTML) or eXtensible Markup Language(XML). It enables web developers to control the appearance, formatting, and visual aspects of elements within a web page or a set of web pages.
 

Note: Only admin users can customize the login page of Vtiger CRM. 

The Login Page Customization Add-on can be installed from the Extension Store. 

In the Login Method Settings Page, you can enable social login apps like Facebook, Google, Twitter, and LinkedIn. When you enable them, they will appear on the Login page. You can also enable the two-factor authentication method to allow genuine users to log into your website or system.

Two-factor authentication (2FA) is a security measure that helps to protect user accounts by requiring two different types of identification. This is done to ensure that only authorized individuals can gain access.