Vtiger CRM system offers more than just a CRM functionality. You can also use it as online team collaboration tool and file management system with easy Web access.

This section describes the folder management functionality in vTiger CRM Document administration. For example, it is convenient to put all sales proposals in the same folder or all product photos in one folder.

1. When in Documents application area, click Add Folder.

2. Blank folder creation form appears.

3. Type Folder Name and Description and click Save.

4. After saving the folder, the document list still does not list it in the view. Instead a new option View Empty Folders will appear (if this is the first empty folder created).
This is because folders are included in the documents view only after it has at least one file in it.


5. If you click on View Empty Folders btn., the list of empty folders appears. You can delete it by clicking Trash bin icon.

6. To move a documents (files) to another folder, select the document you want to move and click Move btn. In this example, we will move Product Booklet with its file to the Proposals folder.

7. Dialog box with "Move To" folder list appears. Select the folder to move the file (s) and click OK on the confirmation which will follow.

8. As a result, the Document view has changed to display the new folder and its contents.

Once the Email Configuration is completed in vTiger CRM, it is easy to send individual or bulk email messages to contacts, accounts, leads and vendors directly from their records in the CRM system. The sent messages are then saved in the CRM history and also your email system.
Note: Email sending from Webmail module is covered in a separate article.

1. In Contacts, Accounts, Leads or Vendors list select one or more records and click Send Mail btn.
.

Alternatively, to send email from already open contact, account, lead or vendor card, click Send Mail on the Action Menu (upper-right side of the card).


As a result, a dialog form will appear for your confirmation. Click Select.

2. Blank Email form appears with addresses copied from the contacts, accounts, leads or vendors. Note, that if you wish to add new address in "To:" field, you need to click the lookup btn. to choose the entity type, then click the Plus sign and join the email records from there. It is impossible to add email address by typing it manually in "To:" field, but it is possible to use Cc and Bcc for this purpose.
In case you want to remove all email addresses, click eraser btn.


3. The rest of the steps are self-explaining for any user with basic email skills. You just need to type the message and you can format it if necessary (similar options like in Microsoft Office etc) and click Send. Additional useful feature in vTiger CRM is a convenient option to select previously prepared standard message template which can be automatically personalized to each individual recipient. To use this feature, click "Select Email Template". For more details please click read the article here>>).

4. After the email is sent, it is accessible in the individual card of the contact, account, lead or vendor.