Wasn't there when they implemented it. But they did purchase the support for it, initially. When I got there, they did still have the support, but it was very easy to setup and use.
Case in point: They were wanting to find out if it was possible to 'attach' MS-Word Documents to a record. I did the research and found that you can attach any type of document or graphic to an existing record or client record. I like to take pic's, with customer approval, of a worksite and wanted to put those pic's with the client record. The way it worked was to create a folder on the server, naming something like 'Client Pictures', storing the pictures in that folder and then going into Tiger CRM, opening the client record and creating a 'link' to the image in question. You can't link a folder, but only specific pictures. You also had to make sure that you did not delete the picture in the folder as this does not update the link in Tiger. You have to remove the link in Tiger, first, then delete the picture. Same thing holds true for documents and PDF files, as well. Once I showed them how to do this for the client record, and how we can now link the scanned customer contracts directly to Tiger, they started to scan all of the client paperwork to the Tiger. Made our job easier, as we could now look up what was covered under the contract and what wasn't. On Wed, Oct 21, 2009 at 3:22 PM, Sam Cayze <[email protected]> wrote: > Yeah, I'm really liking it so far. And, my favorite Virtual Appliance > vendor (JumpBox) offers this. > > Did you guys buy the support package? > > ------------------------------ > *From:* Daniel Rodriguez [mailto:[email protected]] > *Sent:* Wednesday, October 21, 2009 2:14 PM > *To:* NT System Admin Issues > *Subject:* Re: OpenSource CRM? > > We used TigerCRM at last place I worked. Really liked it. Was very flexible > and easy to use. > > On Wed, Oct 21, 2009 at 3:07 PM, Sam Cayze <[email protected]> wrote: > >> Anyone tried vTiger or SugarCRM? The costs of our current CRM is >> killing us. We have very basic requirements, and about 6 users. >> >> Any other CRM favorites out there? Also looking into Cloud based >> products... >> >> TIA, >> >> >> Sam Cayze >> Information Technology Administrator >> *ROLLOUTS >> **ONSITE • ON DEMAND*** >> >> 952.279.6218...Direct Dial >> 612.386.3946...Mobile >> 877.471.6495...eFax >> www.Rollouts.com >> www.e-Technicians.net <http://www.e-technicians.net/> >> >> CONFIDENTIALITY NOTICE: This email and any attachment(s) are intended >> only for the designated recipient(s). Rollouts Incorporated prohibits >> use, distribution or transmittal by or to an unintended recipient without >> Rollouts' express written approval. If you are not the intended >> recipient, please delete this email and notify Rollouts. >> >> >> >> >> >> >> > > > > > > > > > ~ Finally, powerful endpoint security that ISN'T a resource hog! ~ ~ <http://www.sunbeltsoftware.com/Business/VIPRE-Enterprise/> ~
