Conversation and visit reports for Vtiger CRM

Product Description

Available for version: 7.x (other versions are available on request)

Visit reports don't have to be time consuming with Vicus' vtiger call and visit reports module.

With this Vtiger CRM module you easily enter call and visit reports per organization (Account ) or contact person. Then send the report as a PDF file to your customer or other stakeholders.

• Link the visit report to your calendar appointment, organization and primary contact;
• link the report via related lists to additional contacts, documents, and tasks/agenda appointments (e.g., for follow-up purposes);
• the visit reports will also be visible as a related record on the linked organization, contact and calendar;

Not included in this module:

• Create PDF templates;
• PDF Maker module for generating Pdf files.