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How to add a report in VTiger?
1. We click on «Cases» in the menu bar. 2. We click on «Create Report». 3. A form will appear: Next we explain how to fill in each field: Report Information Reference: write the name of the report. Assigned to: we select the person or group that will be in charge of the report. Priority: …
How to send an email in VTiger?
1. We click on "Emails" in the menu bar. 2. We click on «Compose». 3. A pop-up window will appear: Next we explain how to fill in each field: A: we write the emails to which we want to send the email. Subject: we write the subject of the message. Attachment: in this section we can ...
How to add a document in VTiger?
1. We click on "Documents" in the menu bar. 2. We click on «Create Document». 3. A form will appear: Next we will explain how to fill in each field: Basic Information Subject: we write the name of the document. Folder Name: we select the folder where we are going to save the document. Assigned to: we select the ...
How to add a product in VTiger?
1. We click on «Products» in the menu bar. 2. We click on «Create Product». 3. A form will appear: Next we will explain how to fill in each field: Product Information Product Name: we write the name of the product. Active Product: we select if the product is active. Departure date …
How to add an opportunity in VTiger?
1. We click on "Opportunities" in the menu bar. 2. We click on «Create Opportunity». 3. A form will appear: Next we explain how to fill in each field: Opportunity Information Opportunity: we write the name of the opportunity. Related to: we select which account or contact the opportunity is related to. Guy: …
How to add a contact in VTiger?
1. We click on «Contacts» in the menu bar. 2. We click on «Create Contact». 3. A form will appear: Below we explain how to fill in each field: Personal Information Name: write the name of the contact. Surname: we write the surname of the contact. Account: we select the organization to which the ...
How to add an account on VTiger?
1. We click on "Accounts" in the menu bar. 2. We click on «Create Account». 3. A form will appear: Below we explain how to fill in each field: Account Information Account Name: we write the name of the organization. Website: we enter the website of the organization. Ticker ...
How to add a prospect in VTiger?
1. We click on "Prospects" in the menu bar. 2. We click on «Create Prospectus». 3. A form will appear: Here we explain how to fill in each field: Prospect Information Name: write the name of the prospect. Surname: we write the surname of the prospect. Company: we write the name of the company from ...
How to add a task in VTiger?
1. We click on "Calendar" in the menu bar. 2. We put the cursor on «Add», a drop-down menu will appear and we click on «Add Task». 3. A form will appear: Below we explain how to fill in each field: Task: write the name of the task. Description: we write from ...
How to Add an Event in VTiger?
1. We click on "Calendar" in the menu bar. 2. We click on the day and time where we want to add the event. 3. A form will appear: Below we explain how to fill in each field: Type of Task: we select whether the event is a call or a meeting. Subject: we wrote on ...
How to Login to VTiger?
In this section we will explain how to log into the customer manager. Below we explain step by step how to do it: 1. You must enter the access area, for example: http://www.vtiger.ibox.mx/ 2. Enter the username and password that KIUBIX gave us. We click on "Login" to enter the customer manager. 3. The page will appear ...
Control animals with your mind, a fantasy come true
There are days that after reading some news you no longer know if you are in reality, or have directly gone to live in a science fiction movie. Apart from what floods the technology networks, in which news related to consumer electronics predominate, very from time to time ...
Where will your next business be? See places of the world in 360º with Google Maps Views
Through the official Google Maps blog, the Mountain View company announced a new function of its popular world map service, it is nothing more and nothing less than Google Maps Views, a new way in which we can know different places in the world through a 360º view. This new function comes hand in hand ...
How to Add a Pending in Agender?
To access we click on the left side menu on a yellow icon or on the green menu on the button. To register a new earring we write in the New earring box and click on save as shown below: TUTORIALS [vsw id = »WIzIagb7OEE» source = »youtube» width = »640 ″ height =» 344 ″ autoplay = »no »] [Vsw id =» J8dJZv_brLU »source =» youtube »…
How to Add an Appointment in Agender?
Appointments can be made in 2 ways, one of them from the calendar or from the main menu. From the calendar: To register an appointment from the calendar, just click on the box of the day on which you want to make the appointment. From the menu: We go to the main menu, there we give ...
How to Add a Client in Agender?
To register a client it is necessary to do the following: 1. Enter the registration form in the following ways: 1. From the Home page of the system, in the New clients section, click on the Add button. 2. From the right side menu of the green color in Customers, Customer Registration. 2. We will fill in the ...
How to set up your account in Agender?
In your account settings you can edit your personal data and change your password. To configure your account you must carry out the following steps: 1. Enter the registration form in the following ways: 1. From the left side menu we click the Settings button. 2. We can also access from ...
How to Login to Agender?
On the login page, clients will be able to access, as well as the system administrator, but with the difference that the client will only be shown their appointments. To enter you only need to enter the username and password Note: the username and password will be sent by KIUBIX staff. TUTORIAL [vsw id = »HOHvKQ9QlqI» source = »youtube»…
How to Login to OsTicket?
In this section we will explain how to log into the ticket system. Here we explain step by step how to do it: 1. You must enter the access area, for example: http://sistematickets.ibox.mx/scp/login.php 2. We enter the username and password that the administrator gave us of the system. We click on "Enter" to enter the ticket system. ...
How to Activate the Client Panel in OsTicket?
For our clients to be able to add tickets we must have the client panel activated. This feature can only be activated by the administrator. Next we will explain how to activate it: 1. You must enter the support center with tickets. We click on "Configuration Panel". 2. We click on the "Settings" tab. 3. In the ...
How to Activate the Automatic Answer in OsTicket?
This function allows that when someone adds a ticket, the system sends them an email with the ID of their ticket and a link where they can check the status of their ticket. This feature can only be activated by the administrator. Next we will explain how to activate this option: 1. You must enter the center of ...
How to Answer a Ticket on OsTicket?
Through this function you can respond to customer requests with predefined responses or with a personalized response. Next we will explain how to answer a ticket. 1. You must enter the support center with tickets and click on "My Tickets". 2. We click on the ticket we want to answer. 3. It will appear to us ...
How to Check a Ticket on OsTicket?
In this section you will be able to see the status of your tickets, the responses that the company staff sent you and the expiration date of your ticket. Next we will explain how to check the status of your tickets. 1. You must enter the support center with tickets. 2. Once we have entered, we ...
How to Add a New Ticket in OsTicket?
Through a ticket you can send a support request, a question, a complaint or a comment to the company that provides the product or service you need. The following explains step by step how to add a ticket: 1. You must enter the support center with tickets. 2. Once we have ...