Surveying Contacts from Vtiger
Surveying contacts from VTiger makes a lot of sense. Every time you finish a sales transaction or a trouble ticket you can use workflows to trigger an email with a survey link included. It’s a great way to get systematic feedback from your clients. It’s easy to create a survey in surveymonkey and send that […]
Email Opt Out in Vtiger
Everyone knows there is an opt out field in Vtiger, but not many people know what it does. When you send an email in Vtiger 6.x, whether from the detail record, the list view or a workflow — if the opt out field is checked, the email address from that record will not populate to […]
Searching and Linking Buyers to Sellers in Vtiger
Most of our Vtiger clients sell products/services to clients (buyers). But we have some clients that act as brokers (match buyers and sellers). Some examples are business brokers, machinery brokers, and real estate brokers. It’s actually pretty simple to set this up in Vtiger. We add a type field to the opportunity record to indicate […]
Boru Vtiger Workflow Problems Solved
This week it was brought up to our attention by a client that the module “Boru Workflow” was not being triggered properly. At first, the problem was thought to be the conditions or even the stages since the save action does not work properly in newer Vtiger versions, so we fixed that. So after further digging […]
Posting Data from Vtiger to Insurance Platforms
We have several health/life insurance clients we serve. Over the years, we have developed good solutions for them to post data to their quoting and application partner sites via API. So with one click they pass prospect data from vtiger to a quoting /enrollment site and they are immediately looking at plans they can discuss for […]
Modified WordPress Shortcode
I worked on a project that was slightly out of the ordinary for us here at Boru. Mostly we customize and support Vtiger, but for this project we created a WordPress site with a great many customized ecommerce features. One of my favorite customizations was altering a product list shortcode so that it would save […]
Vtiger Tickets with WYSIWYG
One of Vtiger’s strong points is the trouble tickets system. The majority of our clients use VTigers tickets to support their end customers support topics. Recently one of our clients needed a way to format the comments and solutions in a more advanced method. They needed their replies to be structured but also be easy to […]
Key Metrics – A Vtiger Dashboard Tile That Can Be Very Useful
Some of you may log on to your vtiger home page and see only an advertisement (note: you can get rid of that). There are a lot of helpful graphs you can add to your home page dashboard. Just click the “Add Widget” button at the top right and choose what you want to display. […]
Little Noticed but Mighty Vtiger Advanced Search
The Vtiger global search and list view search functions get all the attention, but the little noticed Vtiger Advanced Search can be pretty handy especially if you like to transition some of your searches into Filters/Views. The Advanced Search is located just to the right of the global search. Click on it and the search window […]
How Does Global Search Work in Vtiger 6.x
In Vtiger 5.4, the global search queried every bit of data in the system. It was super slow once the database got over a certain size. It was often was unusable because it was so slow. In Vtiger 6.x, they skinnied the global search down, but many people don’t know what it is searching. Some […]