What are the benefits of using an SMS notifier in your Vtiger? The standard SMS notifier messaging is directly linked to your Vtiger, so you can: Send texts to your Vtiger Leads and Contacts through the CRM Can send text messages individually or through workflows for reminders or any type of notifications Anything you would send through email workflows, you can also send through text
There are many cool new features in Vtiger 7, compared to Vtiger 6, and we wrote about it here. At the same time, some of the changes are new and intriguing, but not necessarily improvements. Here a list of posts we have written on this subject, and customizations we have made. Vtiger 7 New Features, But Not Necessarily Improvements: Can’t Turn Off Tag Function Anymore
Vtiger 7 has been out for a many months now, and we have written all about it during this time. In this article, you can access resources about some differences between Vtiger 7 and Vtiger 6. Read the following to learn about the new changes and improvements. Vtiger 7 Improvements from Vtiger 6: Create a User-Friendly “All” Default List View Search with New Editing Tool Improved
Many people love the global navigation in Vtiger 6 and how the modules stay at the top of the screen. We created a feature in Vtiger 7 that pins our client’s most useful icons to appear when users login into Vtiger. This way the modules are easy to find and navigate. We also created unique modules for this client, that categorize their work more properly.
First, how do you decide which record default view works best? One easy way to decide is by assessing what you use the most. For example, if you use applications often, the summary view is a better option for your company. If you need to see more details than what is shown in the Key Fields box in summary view, than details view is better. How
To help address a time-wasting task for a client, we created a distance calculator customization. The client is a shipping carrier company and calculates shipment distances + time between two points repeatedly during the day. They needed a faster way to do this, so we used Vtiger’s exisiting fields and created a tool. The distance calculator produces mileage + travel time from Location A to Location B. Users do
The “Forgot password?” button is non-functional in Vtiger and has been since version 5.2.1. To be honest, we are unsure why this issue has not been addressed and know this can be frustrating for systems administrators, who have to reset forgotten passwords. For clients who came to us, we fixed the issue and the following image shows the process that occurs. The function sends password reset instructions through
Manage Main Menu Categories (remove and rearrange): Vtiger 7 has a simple way to manage your main menu / global navigation within the CRM settings. With no cost to you, you can rearrange and remove certain modules from Marketing, Sales, Inventory, Support, and Projects by clicking the “X” next to that module. You can also remove entire categories (see how below). Remove a