vTiger

1. We place the cursor on "More" in the menu bar and click on "Purchase Order". 2. We click on «Create purchase order». 3. A form will appear: Here we explain how to fill in each field: Purchase Order Information Reference: we write the name of the purchase order. ...

1. We place the cursor on "More" in the menu bar and click on "Assets". 2. We click on «Create Asset». 3. A form will appear: Below we explain how to fill in each field: Asset Information Serial number: we write the serial number of the asset. Sale date: we select the date on which ...

1. We place the cursor on "More" in the menu bar and click on "Services". 2. We click on «Create Service». 3. A form will appear: Below we explain how to fill in each field: Service Information Service Name: we write the name of the service. Consumption units: we select the consumption unit that ...

1. We place the cursor on "More" in the menu bar and click on "Campaigns". 2. We click on «Create Campaign». 3. A form will appear: Next we explain how to fill in each field: Campaign Information Campaign Name: we write the name of the campaign. Assigned to: we select the person or ...

1. We place the cursor on «More» in the menu bar and click on «Reports». 2. We click on «Create Report». 3. A form will appear where we are going to select the report module, which can be: activities, assets, PBX administrator, calendar, campaigns, cases, comments, contacts, service contracts, quotes, ...

1. We place the cursor on «More» in the menu bar and click on «Favorite Websites». 2. We click on «Manage Sites». 3. We click on «New Favorite». 4. We will get a form where we will write the URL of the website that we want to add and the name of the website. 5. …