Boru Has a Replacement Calendar That Meets the Needs Vtiger’s Calendar Does Not
I had a couple calls last week from clients looking for customizations of the vtiger calendar. In each case I was able to show them that our Vtiger calendar app had all the features they needed at a fraction of the price. It reminded me that I take this app for granted and there are […]
Vtiger Tip – Managing Summary Views and Related List Views
This question comes up a lot on Vtiger support calls so I thought I would lay out the details of managing summary views and list views. Some modules have a summary view (Orgs, Contacts, Oppty, Leads, Tickets), but some do not (Quotes, SOs, Invoices, Service Contracts, Activities) For the modules that do have a summary […]
The Use of Contacts in an App
In the Project that we are currently working on, I am going to explain how the use of contacts from Vtiger is important and make it easier for the users. Let’s begin to describe what the contact is, in this scenario a contact will be a returning customer that would like to place an additional […]
Vtiger Activity History – Customizaton
Suppose, just for a minute, that you were working on a deal in Vtiger. There’s plenty of things yet to be accomplished and plenty more which you’ve already completed. Wouldn’t it be great if those two were separated somehow? You know, so completed items aren’t crowding your to do list. We felt the same way. In […]
Vtiger 7 Report – neat new feature – ‘Daily Digest – Smart Notifications’
Vtiger 7 (as viewed currently in Vtiger On Demand), has a neat new feature called ‘Daily Digest – Smart Notifications’. The name does a good job of explaining this feature. It is a summary email that is delivered to you by the vtiger system at a specific time of day. It includes the following items: […]
Vtiger Tip – Controlling the Vtiger Session Timeout Length
We recently received a call from a client asking about a Vtiger Session Timeout Length. Here is the answer for anyone else who is interested: Related: Vtiger Tips & Tricks – Issues Importing into Vtiger The Vtiger session time is ultimately controlled by the php system variables. In the apache2 php.ini file. Just vary the number […]
Vtiger Tip – Setting the Assigned to When Importing Records
When you import records in Vtiger, by default the assigned to will be set to the logged user. If you like, you can set them all to one default user in the mapping page (step 4). If you want to set records to more than one user, you can use our Boru VTiger Import app, […]
Installing and Upgrading Vtiger Modules
Some people call them Vtiger modules but we’ve heard everything from Apps to plugins and everything in between. Regardless of what you’re calling your new Vtiger Software upgrade, you want to start using it. The process is straight forward but we’ll take a few minutes to talk about various things you may encounter during your […]
Using Vtiger to create Contacts in an App.
We are working on app that has a lot of functions, but today I want to focus on how we were able to use Vtiger to connect it to the App and help us with the use of contacts. For this App, we need to have contact profiles in order to establish things such as relationship, […]
Custom Widgets on Summary Pages
Sometimes you just need a little edge and some quick development can get you there. Occasionally, it’s painfully obvious that you’re wasting clicks while you anxiously await the next page to load only to go back and repeat the process. Vtiger comes out of the box with a very well structured organizational path. The process […]