It is a little thing, but often our clients want to use a custom naming structure for pdf’s they create using pdf maker. The standard pdf maker function creates very generic numbers that don’t mean anything to users when they look at the files in a folder, etc.. Our Boru team wanted to enable our clients to set a new nomenclature for creating and naming
If your company has many products with similar names, then you know the struggle of sifting through your Vtiger product search when creating a quote or an invoice. That’s why Boru created a Vtiger customization that makes searching for products so much quicker and easier. When your products have long titles that all start with the same first 10 letters, your Vtiger product search for individual products
We recently had a client come to us asking for a way to link scanned check images for invoices to Vtiger. Our Vtiger developers were able to come up with a way to provide this customization for this client, and we hope to see other clients benefit from this customization as well. With this customization, an option is available to upload a check image to
Figuring out how to personalize your Vtiger in order to work better for your personal business can be complicated. That’s why we try to inform our readers on quick and simple Vtiger tips and tricks that will make your business processes a little easier. This tip will explain how to adjust the Vtiger default field values. For this tip, we’ll assume that you’re trying to create an
Our Boru team always strives to produce the best Vtiger support and Vtiger apps to make our clients’ lives a bit easier. We’re excited to announce our newest updates to the Boru2Gmail app, and we think our clients’ businesses will greatly benefit from these new features. One exciting new feature with our Boru2Gmail app is the ability to grab Vtiger email templates right in your
Our Boru2Gmail app brings you more Vtiger power than ever before with our latest updates. We will be writing a series of blog posts on our Vtiger Gmail integration to let you know more about these individual updates, and we hope you find them helpful. One new exciting feature added to the Boru2gmail app is the live feed tab. This live feed includes all emails sent
More often than not, small business owners don’t tend to pay much attention to their security practices. After all, its a small business — why would a hacker ever set out to steal from a business like that over a large corporation? Unfortunately, hackers don’t care about what kind of business you run. All they care about is whether or not your server is vulnerable. Our
We frequently have clients who come to us asking to take information from one Vtiger record and make it show in a related record. E.g. show the organization address in the linked contact record. There are 3 options for doing this: Transfer the data upon record creation — the downside to this method is the data can get out of sync “Show through” the data from the org