Vtiger Custom Migration Wizard
Vtiger migrations can feel intimidating. One of our clients wished to migrate from a 5.X Vtiger build to a 6.X Vtiger build. In the 6.X build our client wanted to move data to new custom modules that we were tasked to create. So how do you allow the client to have interaction with a migration? […]
Vtiger 6.4 was released today
FYI – 6.4 was released today. I was hoping for/expecting new features. The only new items in the release were a security fix, some bug fixes and the ability to easily deploy new themes. I was hoping to see more on demand features start to work their way into the open source version, but we […]
Mouse over Pop Ups in Vtiger – Limited to 7 fields
One of our clients pointed out to me the other day that the number fields that can be displayed on the mouse over pop up of an organization (for example)is limited to seven fields. If you don’t see a field that you want to see in the mouse over pop up, then you can just […]
Vtiger 6.4 Alpha Released Today
Vtiger put up a version of 6.4 that I would describe as an Alpha. We loaded it up on one of our servers if you want to take a look at it. I have not had much time to look at changes in the GUI nor have our developers reviewed the code changes. Over the upcoming […]
Enhanced Lead Conversion
Enhanced Lead Conversion gives users the ability to specify whether a converted lead should be linked to an Existing Organization, and, if so, gives them the ability to search for and select the correct one. This is a significant improvement over the standard vTiger function, which links to existing Organizations only when an exact match […]
Vtiger Schedule Map
When you’re working with a customer to schedule an appointment, it is hard to figure out in a split second whom you should send to their home. Going through everyone’s schedule to determine the best fit for the job would be a waste of time, and just randomly choosing one is not advantageous either because […]
Vtiger Customer Portal Enhancements
A client of ours deploys equipment to retail store locations. The stores are setup as Member Of Organizations linked to a Parent Organization. Often, a regional manager for the retailer is the main user of the customer portal. Here is how we helped them improve the vtiger customer portal experience for their clients. Manager can […]
Automated Telcom Billing
[note] One of our clients requested a custom telecom billing integration so we designed a vtiger customization that connects via API to the admin portal for the third party phone system he uses. For each account record in vtiger, it grabs the billing information for each phone and pulls it back to vtiger. Then it […]
Create and Print Shipping Labels
[note]One of our clients ships many packages per day via UPS and asked us to help integrate their Vtiger with UPS. Here’s what we built for them:[/note] [rev_slider ups][gap size=”” id=”” class=”” style=””] Connected their Vtiger to their UPS account via the UPS APIs Added a “Create Shipping Label” button to the transaction list view (Opportunities […]
Customization – EDI Export-Import for Vtiger
We completed a customization recently for a client in which we helped them do EDI Export and Import for VTiger. Here are some highlights of that we did: Add a button on the PO screen “Send PO via EDI” that will allow the user to send the EDI file for the PO to the correct Vendor in the […]