PDF Maker fully supports multiple companies: you can create a separate template for each company, or use one template for all, where company informations will be replaced with appropriate company (based on owner of record). For using it you need a PDF Maker License (Basic or Pro).
The Multi Company 4 You
module allow in easier way to manage your companies within one vtiger
CRM installation. It means you can define additional companies (name, address… and lot of
additional fields) and create new records under these companies. In addition, records related to
the new companies can be separately numbered with their specific prefix according to your needs.
This helps you no more to mix records of different companies and gives you better overview.
The Multi Company benefits are:
Who needs Multi Company 4 You?
- supported mostly for all modules
- no necessary extra installation for additional companies
- save money by buying extension tools ones, not per company
- no necessary logout for switching between companies (depends on user)
Please try to answer by yourself to following questions to see whether Multi Company 4 You can
make your business life easier:
- Would you like to use one installation for more companies
- Would you like to be able to define separate numbering of the records for your companies?
- Are you missing some additional fields in company details?
- Would you like to have separate numbering of the records for different users?
If you mostly answered yes it looks that you are good candidate to use our module Multi Company
. Also from our experience we see that our module is required also for “one-company
installation” due to their features.
Read more about MultiCompany here:
Manual for MultiCompany 6.x
Manual for MultiCompany 7.x