Vtiger 7 Open Source has added a tax region option to Invoices, Quotes, etc. To learn how to set up the tax region, click here. After the initial region setup, you can select the regions with a drop down menu Regions can be set as a state region or a country region Tax Regions Initial Region Setup at Settings > Inventory > Tax Calculations
Now Vtiger 7 Open Source allows you to create multiple dashboards. This addresses the needs of Vtiger users who have various roles in their business. For example, if a Vtiger user is both in project management and sales, they can create a dashboard for project metrics and a dashboard for sales metrics. Multiple Dashboards Perfect for organization of your different operational needs Multiple Dashboards Tutorial Video
Vtiger 7 Open Source created a new feature where you can edit contact or lead information in list view. How to edit in list view (video below): Search for the contact / lead in the search bar Double click on an open space in the contact / lead row you want to edit Edit contact / lead Click the green check mark when finished Note:
In April, we wrote a post about the freshly released Vtiger 7.0.1 and the new features offered on this version of the CRM. Below is a quick recap on some of the features mentioned. Links in the descriptions provide more information from Vtiger’s website. List of the following Vtiger 7.0.1 new features: Vtiger 7.0.1 UI layout Easier list views Picklist Coloring Webform attachments Multiple dashboard tabs
Many Vtiger users also email customers through Gmail, and like most people, will have a lot of back and forth when transferring information. Using Boru2Gmail, a Google Chrome extension, links the two accounts and streamlines the customer data. In the last week, we provided a Boru2Gmail customization requested by a customer that was tailored to their specific business demands. It created a more efficient way for them to track and organize
We started updating Boru’s modules to be compatible with Vtiger 7. See the tentative release date of our modules below. Over 60 Boru module updates for Vtiger 7 Provisional release dates listed below for Boru’s most popular modules Modules listed in alphabetical order Some modules will work similar to how they worked in Vtiger 6, while others have key differences. We will discuss the key
Last week Boru Inc. created a valuable Vtiger calendar customization that helps with dispatch scheduling needs. The new customization allows you to view multiple employees’ schedules on one calendar and you can quickly find who is free with a glance at the agenda. This is advantageous for companies that dispatch employees such as technicians, electricians, exterminators and similar occupations. Each column represents the span of
We can create a summary view that’s concise and visually stimulating by using icons to represent values as an alternative to the standard pick-list. If your summary view in Vtiger that is cluttered with a lot of information, using an icon can be an easy way to create differentiation between your data. Contact us to inquire more about how you can utilize this for your company.