Boru Releases Beta Version of Boru2Gmail – a Chrome App for Vtiger-Gmail Integration
I was a daily user of our Vtiger Gmail Gadget for Google Apps users and I missed it when Google rendered that non-working because a succession of changes they made. Now I am excited be able to work in Vtiger from Gmail again. Here is my top 7 list of things I love about our Vtiger Gmail […]
Vtiger 7 Report – One Thing I Don’t Get
There is A LOT I like about Vtiger 7 (as viewed currently in Vtiger On Demand), but one thing I don’t get is why they changed the data entry method to require a click on a checkmark that appears to the right of the field (see below). This is a big pain because you have to […]
Vtiger 7 Report – Touchpoints Related List
One of new features I like best about VTiger 7 (as viewed currently in Vtiger On Demand) is the Touchpoints related list. As you would expect, it aggregates all the communication are you are doing with your clients Vtiger Emails Vtiger Campaigns Historical Activities (not tasks) There are summary tiles above the list and you […]
Vtiger 7 Report – Twitter Connector
There is a Vtiger Twitter Connector in Vtiger On Demand. I think it has been in place for a while now but it is more prominent in Vtiger 7. You can see from the screen shot below that it is a listing of your posts and likes in twitter. Maybe I am missing something but […]
Vtiger 7 Report – Not Fully Responsive
There is A LOT to like about Vtiger 7 (as viewed currently in Vtiger On Demand), but it looks as though it is not fully responsive. It is more responsive than 6.x — the summary/detail views are responsive, but still the dashboard and list view are not responsive. That is a little disappointing. Maybe we […]
Vtiger 7 Report – The Biggest Changes
The biggest changes in Vtiger 7 are to the core navigation. the main navigation menus have moved to the left and generally require an extra click. At first I didn’t like it, but it is starting to grown on me. See the video for details. the list views have many changes, almost all very positive. […]
VTiger 7 Report – New Features in Comments
Vtiger 7 has some neat new features for comments. You can reply to a comment with the reply being nested under the parent You can attach a document to a comment You can direct the comment to specific users our groups and those users will receive notifications
Vtiger Tip – Dashboard Widget – Today’s Birthdays
Vtiger Tip – Dashboard Widget – Today’s Birthdays. Not many people know about this widget and it only takes 30 seconds to set up. Check out the video to learn how. Still have some questions? Contact us at any time for Vtiger support.
Syncing Appointments from Vtiger to an App
Recently, we have been working on an App that will allow the user to take orders when a sales rep goes through his appointments of the day. An obstacle that came around was to figure a way to push the appointments out to the sales rep in a simple way while using Vtiger. What the […]
Vtiger Permissions – Sharing Rules for sales teams
Scenario: You’ve got two sales teams. Each sales team has a manager and several sales reps. What you want, dear reader, is for each sales rep to see only the record that they own or are assigned to (no more poaching leads from the newbie). You also want your sales manager to see all the […]