Vtiger Tip – New Year’s Resolution – Password Security
Happy New Year Everyone! I am sure you are setting big personal and business goals for the new year. If you are not already enforcing secure passwords in your company this is a MUST to add to your list. You WILL get hacked. It is just a matter of time. Many Boru clients are […]
Vtiger Tip – Workflow – Specify when to execute this Workflow
Some Vtiger users get a little confused on the ‘Specify when to execute this Workflow’ section of the Vtiger workflows. The one that most often needs clarification is: ‘Until the first time the condition is true.’ That means that the workflow will trigger the first time the condition is true and never again after that. […]
Vtiger 7 Coming Soon? Lot of new features in Vtiger 7 On Demand
Vtiger on demand has released a new UI with a lot of new features. It is being referred to as Vtiger 7 in their documentation. I have not had much time to study it in detail, but IMHO there are some really nice new features. I would of course be curious to know what will […]
Vtiger Tip – How Do I Use Tag Cloud?
A lot of people ask me about using Tag Cloud in vtiger. It’s really pretty simple. The first thing that you do is assign keywords as you’re going through records in Vtiger. So for example, if you’re going to be doing a seminar in the future, as you come across organizations or contacts or leads that […]
Customer Closeout Form
Currently, we are working on making a closeout page that includes all of the financing from the order. The form contains the calculations from discounts to selecting a partial amount to make a payment. This form is separated into 4 different sections making the flow of the process better for the user. The 4 sections […]
VTiger Contact List Processing
If your organization spends a lot of time processing contacts or clients then you may be interested in an enhancement we completed for one of our clients. Our client has several employees that make sales calls to a very large list of potential customers. The original process that follows Vtiger’s default configuration was to view […]
How to Link an Activity to Multiple Users in Vtiger
I get asked from time to time what the best way is to link multiple users to an appointment in Vtiger. Many CRM systems allow activities to be linked to multiple users — but vtiger does not. The short answer is there is no really good way to do it, but I will review the […]
Link Assets to Tickets in Vtiger
Scenario: You’re creating a trouble ticket for an organization for which you provide support and supply hardware. You have an asset list of the hardware that you’ve sold to this organization all crisply ordered with serial numbers and sell dates. Wouldn’t it be great if you could link those assets to trouble tickets so that your support […]
Vtiger Tip – History Widget on Vtiger Homepage Dashboard
Vtiger Dashboard: Add the History Widget I see a lot of clients’ Vtiger homepages that are totally empty. There are some really helpful widgets you can deploy that give you insightful, actionable information. The ‘History’ widget is worth adding to your homepage. It shows all the recent activity going on in your system. New records […]
New Features on Vtiger Constant Contact and Vtiger Mailchimp Integration
We have new features on our Vtiger integration apps with the mass mailer programs — Mailchimp and Constant Contact. Those are the two biggest players in the market so that is where we have focused our efforts. We now sync the clicks, bounces and opens to fields on the vtiger contact record from the mailer […]