VTiger 7 Features Summary
Here is a nice summary of the new features in Vtiger 7. There are some really good improvements! It should be noted that this is Vtiger On Demand not Vtiger Open Source and while Vtiger promised to release some of these features to Open Source, which ones are not known. I am hopeful that a lot […]
Vtiger Tip – Organization Hierarchy in Vtiger
Organization Hierarchy (or Sub-Organizations) are easy to do/use in Vtiger, yet most users are not aware of the feature. Simply put the Org in full edit mode. Under ‘Member of’, choose the appropriate parent Org. Then, under ‘More’, you can view the Organization Hierarchy. You can create as many levels as you want. See the […]
Vtiger Tip – Don’t fill in the FROM email on the Outgoing Server Settings
A client called the other day to ask why the FROM address on workflow emails was not working properly. We took a look at the workflow FROM settings and they looked fine. Then we took a look at the Outgoing Server settings and found the answer. The from email, instead of being left blank was […]
Additional New Release Information from Vtiger
Here are some more updates from Vtiger about upcoming releases: Version 6.5 to be released by end of March, will carry minor feature enhancements as well as bug-fixes. We are reviewing the contributions on code.vtiger.com. We’ll update on the feature enhancements in February. Last year, with version 6.3, we upgraded to make Vtiger work with […]
When workflows misbehave
You might find yourself scratching your head when trying to create a workflow. Me too. Now and again there’s something I come across with no solution on the user level… but users don’t generally know its not their fault! They get stuck in the mud trying to solve the unsolvable problem of “Why won’t this filter condition let me […]
Close Out Page-Discounts Tab
I am going to continues talking about this project, but this time I will talk about a the starting tab of this, the Discounts Tab. This portion of the Close Out page is the first tab of the process where the user gets to see the discounts and add ons on their order. It starts […]
Version Tracking Product Specifications
The gifts are unwrapped and the egg nog bottle is dried up, we’re back to work. It’s 2016 and time for a new post. Happy New Year to all of our clients and loyal blog followers! One of the latest projects on my task list has some exciting possibilities for companies who specialize in manufacturing their […]
Release roadmap for Vtiger 6.5 and 7.0
FYI – the announced vtiger release roadmap is 6.5 by end of Q1, and Vtiger 7.0 in Q3. There should be significant features from Vtiger on demand made available in Vtiger Open Source 7.0. I won’t even guess what features or how many at this point. Vtiger reiterated it’s commitment to supporting the open source […]
Financing Form
I will continue with the theme from last week, when I was talking about the “Customer Closeout Form”, but this time I will go into more detail of one the sections that the form contains. I will talk about the financing section of the Closeout form and how this page has a good execution when […]
Sharing Rules – Simple Solutions in a Complex System
Sometimes there is a problem so sticky that you just can’t figure it out. You say to yourself “I simply can’t figure this out. It must be complicated. I know, I’ll dig deep into the system and probe to the very core!” Stop. Right. There. That’s the moment where the little voice in your head […]