Customization – Enhanced Vtiger Product Search with Positive Inventory Search
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 […]
Customization – Linking Check Images to Payment Records in Vtiger
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, […]
Vtiger Tips and Tricks – Setting Vtiger Default Field Values
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. […]
Boru New Product Update – Access Vtiger Email Templates within Boru2Gmail
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 […]
Boru New Product Update – Boru2Gmail Live Feed Tab
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 […]
Vtiger Security – Don’t Let Your Business Get Hacked
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 […]
Customization – Pulling Vtiger Related Data from Linked Records
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 […]
Vtiger Tips and Tricks – Changing the Vtiger Time – Military vs AM/PM
Vtiger standard has many defaults, but sometimes the defaults don’t always fit every company’s needs. We wanted to share a tip about changing the Vtiger time format. We had a specific client come to us to help change the time format from standard to military time. Since this client only uses military time, we were […]
Vtiger Tips & Tricks – Make Vtiger Blocks Invisible
When working in Vtiger, your interface can become cluttered. We wanted to let you know of a simple way to hide Vtiger blocks and help you stay focused and organized within Vtiger. In any module, if you see Vtiger blocks that aren’t useful to your role, you can easily hide them to avoid clutter. You can […]
Customization – Change Vtiger Default View – Summary vs. Detail View
All companies are unique, so it makes sense when we have clients come to us asking for help with changing Vtiger defaults. We wanted to share another quick tip about how to change the Vtiger default between summary and detail view. We recently had a client who recorded a lot of data in many fields […]