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Version: 2.0

Vtiger CRM

Vtiger is An opensource CRM system that helps you create and automate a better customer journey, used for CRM & Distribution & Order . Vtiger Community Edition is an opensource CRM system that helps you create and automate a better customer journey.

vtigercrm

Prepare​

When referring to this document to use Vtiger, please read and ensure the following points:

  • Login to Websoft9 Console and find or install Vtiger:

    • Go to My Apps listing applications
    • Go to App Store installing target application

  • This application is installed by Websoft9 console.

  • The purpose of this application complies with the vtiger open source license agreement.

  • Configure the domain name or server security group opens external network ports for application access.

Getting Started​

  1. After completing the installation of Vtiger CRM through the Websoft9 Console, retrieve the application’s Overview and Access information from My Apps.

    • Access Information: Found in the Access section.
    • Database Account: Found in the Database section.

  2. Access the Vtiger CRM installation wizard. Once the environment testing step passes, proceed to fill in the database parameters.

    • Host Name: Retrieve from the application management section.
    • User Name: vtiger
    • Password: Retrieve from the application management section.
    • Database Name: vtiger

  3. Set the first administrator account.

  4. Complete the remaining setup steps and enter the Vtiger CRM console.

Configuration Options​

  • Multilingual (✅): First download the Language Pack, then import it as a module in the backend.

  • Module Import (✅): Navigate to Settings > CRM Settings > Module Management to import modules.

  • Online Marketplace (✅): Set up the Extension Store in the backend, register, and log in to install modules from the marketplace.

  • SMTP Configuration (✅): Navigate to Settings > CRM Settings > CONFIGURATION > Outgoing Server to set up SMTP.

Administration​

Troubleshooting​

Can't access Vtiger CRM after changing the domain name?​

  • Issue: "Invalid compiled template for 'modules/Install/Header.tpl'"
  • Reason: Vtiger CRM generates a cache file that records the access address after startup.
  • Solution: Access the Vtiger CRM container and delete the cache file using the following commands:
rm -rf path/test/templates_c/v7
rm -rf path/vtigercrm/cache/*