Vtiger: Custom Fields and Workflows
Channel: Daniel Rosehill
Date: 2020-03-04

Demonstrating how I created custom fields in Vtiger to build a workflow for sending project updates to clients. 

This basically replicates the functionality I explained in my post about building custom Zoho modules for the same purpose - but the CRM is hosted on your own server and self-managed.

Explained:

- The Zoho workflow
- Creating custom fields in Vtiger
- Creating Vtiger workflows with conditions

Zoho post:
https://www.danielrosehill.co.il/myblog/tutorial-creating-a-custom-module-in-zoho-crm-to-send-clients-work/

Contact:
https://www.danielrosehill.co.il

By: Daniel Rosehill.