vTiger+ Feature: Account Roll-up

A lot of vTiger Items can be linked to both Accounts and Contacts: Quotes, Sales Orders, Invoices, ToDos, Activities.

In vTiger+ we extended this to everything. Any item associated with a Contact, such as a Product or Document, also appears in Account Information as well. Now, even if you have Documents stored under multiple Contacts with the same Account, you can easily track them all from the Account View.

This features makes it easier to view all Account info at-a-glance, without worrying that there's a Document hiding under a Contact.

I wanted to include a screencast to demonstrate this feature, but I'm having trouble finding a program that I like, so it'll have to wait until later this week. In the meantime, visit our vTiger website to see all of our vTiger offerings.