How QR Code Feature Works in Vtiger CRM Once you create a QR code, it will appear in the Details View of the record. If

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nce you create a QR code, it will appear in the Details View of the record. If you send this code to a customer, they can scan it to display data related to the record. For example, if a salesperson shows a customer an invoice QR code, they can scan it to see invoice details and even make a payment. You can include QR codes in email templates, print forms, and workflows and send them to your customers.

Note: Masked and encrypted field values ​​are displayed based on the permissions granted to the user role. Sample use casesQR codes in Vtiger CRM can be used for a variety of purposes. Here are a few sample use cases.


Create a contact: You can create a QR code in VCard format by adding contact or lead details. Scanning the code from your phone can automatically create a contact in your mobile phone's address book.
Appointment Booking: You can generate a QR code to book an appointment. The QR code will contain information from the Appointment pages where the URL already contains contact details. On scanning the code, customers can book an appointment directly without manually filling in details like name and email ID. These details will be filled in automatically.
Quotes : You can generate a QR code for your Quotes. The code will europe cell phone number list contain all the details related to the quote. When the customer scans the Quote, they will be able to view these details.
Bill Payment: You can generate a QR code to make bill payments using UPI. The amount will be selected from the Bill field and on scanning the code, the amount and the name of the payee will be auto-filled. Payment is made directly using UPI.
Inventory Management: This is a custom development in Vtiger. For example, if a QR Code contains purchase order (SO) information, it can be read to extract the information and update the SO status when it is shipped.
To learn about how to install and configure QR codes as well as their limitations, read our article .
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They're affordable, work anywhere, and connect your employees and customers to information online.
They link physical items to your CRM. For example, you can ensure that your sales staff can check inventory availability when they visit stores.
They make it easy for people to access your brand and products through their smartphones.
Want to try out Vtiger's latest feature? If you have any questions or need further assistance, please ask ( [email protected] ) and/or request a demo .