Technokrafts Labs Pvt. Ltd.

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1 Technokrafts Labs Pvt. Ltd. Document Name Vtiger Customer Portal Mobile App Manual Vtiger Customer Portal Mobile App. Version No. 1.0 Release Date 23-October-2013 Document ID

2 Contents Sr No Title Page No I. Introduction 3 II. Description 4 III. Why vtiger customer portal mobile app 5 IV. Requirements 5 V. Features 5 VI. Usage of vtiger customer portal mobile app 6 VII Screen-shots 7 Page 2 of 9

3 Vtiger Customer Portal Mobile App. Introduction What is vtiger CRM 5.4.0:- vtiger CRM is an open-source CRM application. vtiger was forked from SugarCRM with the intention of making it a fully open source CRM application with comparable features tosugarcrm and Salesforce.com. vtiger offers features like Invoice, Quotes, Sales Order, Purchase Order, SMS Integration, PBX Integration, Reporting, a customer portal and an Outlook plugin as free open source software, whereas those functions are in paid versions of the other CRM applications. vtiger CRM empowers sales, support, and marketing teams to collaborate and organize to improve customer experiences and business output. vtiger CRM also includes , inventory, project management, and other tools, providing a complete the business management suite. Features: - End to end sales cycle management from campaigns, leads, potentials, quotes, invoices.. - Support automation using a customer portal and support tickets -Data import & export via CSV files, web-to-lead forms, reports & customizable user dashboards - Role based access control - Mobile applications - Workflows, tasks, and project management - Outlook, Thunderbird, Firefox, & Gmail plugins - Extensions marketplace for additional plugins What is vtiger Customer Portal:- Vtiger customer portal is like a self service for the customers of the firm (company) that have implemented vtiger CRM Moreover vtiger customer portal allows your customer to submit Trouble Tickets if they face any issues or problems. Vtiger Customer portal also helps in making & establishing healthy Customer Relationships. Vtiger Customer Portal allows to access (read-only) / view various modules that are been specified by the admin of the CRM like Knowledge Base(FAQ), Invoice, Quotes, Products, Services, Documents, Contacts, Accounts, Assets, and Projects which are related to him and his Organization, if enabled. The Administrator can control the fields in the Customer Portal. In addition, you can Page 3 of 9

4 re-arrange the order of the tabs, Enable/Disable the tabs, allocate any user's profile to control access on fields and designate default assignee to handle the operations on tickets. What is Vtiger Customer Portal Mobile App:- The Vtiger Customer Protal Mobile App is an application for mobile platforms (Android /IOS ) designed for vtiger CRM In addition this gives the flexibility to the customers of the firm (Company) which implemented vtiger CRM to use the customer Portal on mobile phones as an application The benefits are: Instant access Get the self service customer portal enabled any where any time any place Instant Support & Tracking Access your account in real-time from mobile platform, anywhere on any (Android / IOS) device. More control Use account sharing to track information and status of the tickets, FAQ s and other accessible modules. Description:- This app is designed and intend to use on the mobile platforms (Android /IOS). The vtiger Customer portal mobile app is developed and build in Sencha Touch 2 Technology It provides the user to use the official vtiger customer portal on the mobile as an app. It directly communicate to the server where the CRM is installed, only need to provide the CRM site url in the app settings. Using this app user can raise/file new tickets. View the module records also comment on the open tickets. Faq (knowledge Base) where user can find the solution for given problem. This app has the dynamic configuration, all the settings done for the customer portal module of the CRM by the Administrator is been dynamically fetched in to the portal app. This app has easy navigation views & better UI options for easy use for the user. This app also provides the user to change the password and summery details. This app provide the CRM customer portal users with customer support(24x7), also the user can keep complete track of their concerned tickets and other accessible modules. Page 4 of 9

5 Why vtiger customer portal mobile app:- Vtiger customer portal mobile is sophistically design for mobile app so the customers will be easily able to track their data almost everywhere. It also provides the customers a better UI for the mobile platform. It also has a built in security mechanism so that there is no spam and information leakage. It provides easy navigations from one view to next also making sure using minimum mobile system requirements (memory & processor). Requirements:- The following are the minimum requirement for the app Installed Vtiger CRM on a server The site Url of the installed vtiger CRM The setup file to be installed on the mobile (IOS/Android). A mobile phone with (IOS / Android) operating system. Customer s login credentials (Username [ ] / password). Features :- Handy: - usage of the app is very easy on the mobile platform Seamless: - Almost un-interrupted data view and transfer is possible (with fair internet connection). Attractive GUI: - Easy understandable and attractive GUI for all range of customers (technical & non-technical) Build In Security mechanism: - It provide built in security so that information is guarded, shield and safe. Optimized: - It s optimized app for mobile platform with usage of minimum system resources (memory power processor). Page 5 of 9

6 Usage of vtiger customer portal mobile app:- This app provides the customers to give read only access to the various modules of vtiger CRM Like: - Knowledge Base (FAQ), Invoice, Quotes, Products, Services, Documents, Contacts, Accounts, Assets, and Projects which are related to portal user and related account, if enabled. Screen-shots : - The following screen-shots demonstrates the usage of the app : - Fig (A) The log in screen. Fig (B) The Main Menu Page 6 of 9

7 Fig (C) My settings view Fig (D) The tickets module listing page Page 7 of 9

8 Fig (E) The ticket record detail view. Fig (F) The new ticket edit view showing combo box item Page 8 of 9

9 Fig (G) The new tickets edit view Fig (H) The log out confirmation to log-out Page 9 of 9