Constant Contact Integration User Guide
[accordions] [accordion title=”API Key”] In order to use this module, you’ll need a standard API key for your Constant Contact Account. Instructions for requesting a key can be found here [/accordion] [accordion title=”Configure Constant Contact Integration”] Open vTiger Mouse over the “Settings” icon Hit “CRM Settings” Click on “Module Manager” Select “Custom Modules” Tab Click on […]
Boru Activity Clock User Guide
[accordions] [accordion title=”Activity Clock User Guide”] Once installed, go to the module’s Settings page to select which modules you would like the Activity Clock to appear within. Once you have selected the module(s) that you wish the Activity Clock to appear in, the Activity Clock will automatically appear on those modules’ detail view. Start the […]
Vtiger Advanced Search User Guide
Select the Module Select the module which you want to include in the search. In the “Include in The Search” dropdown, select “Yes”, and it will include the selected module in the search. You can also remove the selected module link from the top vTiger menu. Set “Replace Menu Link” to “yes”, and instead of […]
Boru Digital Signature User Guide
[accordions] [accordion title=”Digital Signature User Guide”] 1.Go to the quote module and open a quote in the quote list view. 2.Click Request Signature and select the email to send the signature request to. 3.The email will be sent to the email address selected. 4.Open the email and click “here” and go the page. 5.Review the […]
Vtiger QuickBooks User Guide
Configure Vtiger QuickBooks Integration Web Connector and QBXML Version Go to Tools -> Boru VT-QB, click on “Web Connector and QBXML Version” Web Connector Configuration Enter(make one up) Your Application Name Enter path to your QuickBooks Company file. The path is where your QuickBooks company file is located. Hit “Add” to add the item. Note, […]
Weekly 7.1 update from Prasad @ Vtiger
Vtiger/Prasad are impressing me with the attention and communication going into this release. I don’t think it will have any blockbuster features, but they are making a lot of structural updates that will make Vtiger more stable and more viable going forward. ========================== This week focus was on stability and clean up of backlog issues […]
Vtiger Feature: Calendar List View Default Status
As we stated in an earlier post, calendar list view is the best option for salespeople who have a long schedule of phone calls. To have list view be your calendar default status: Go to CRM Settings>My Preferences>Calendar Settings Select the edit pencil when you hover “Default Calendar View” Select “List View”, then the green check […]
Vtiger 7.1: Programming Developments to Improve Your CRM for the Long Term
Although Vtiger 7.1 bug fixes are not apparent to most users, the site’s structural aspect is becoming more robust. In other words, you probably will not notice these differences but Vtiger is improving with each development. For example, moving the ‘starred’ records feature into CRMentity is not going to mean much to end users, but for developers, […]
Vtiger Customization: Add New Search Fields to Your Global Search
You may have come to realize that a field you reference is not searchable through Vtiger’s global search. Our client found this to be true when they went to search the purchase order number. We added the purchase order number field into their global search so that it populates with every correlating record that contains the number. The […]
Vtiger Integration: Verify Transactions with BluePay in WordPress Website
BluePay verifies customers’ credit and debit transactions made on your WordPress e-commerce website. This not only protects your company from fraud but also streamlines your record keeping in Vtiger. Any time a transaction is approved, a Vtiger record is automatically created with the contact’s information. Contact us to learn more or for help with your Vtiger CRM!