Vtiger Integration: Dropbox and Google Drive – Simple Solution for Organized Shared Folders
Have you ever wasted valuable time searching for misplaced documents through endless server folders? This integration can help you avoid this issue of messy shared folders. It creates and organizes your shared drive folders on Dropbox or Google Drive in the same way as Vtiger CRM modules. Simply select the ‘Dropbox’ or ‘Google Drive’ button on […]
Vtiger App: Drag & Drop Docs is Ready for Vtiger 7
It’s been a while since we mentioned our Drag & Drop Docs app that allows you to upload multiple documents to a record at once . We are happy to announce that it is ready for Vtiger 7. View our product page here. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” […]
Vtiger Customization: Widget – News, Time, & Weather Updates Related to Your Contact
Sales requires the ability to connect with your customers on lighthearted topics like the weather or a popular sports game for better and more effective sales calls. Although, those conversations become difficult when you have customers all around the world and do not know what is happening in their region. Our client has worldwide customers so we created a news, […]
Vtiger App: View Tickets on Organization Summary Page
If you get frustrated when you have to navigate from the summary organization page to a related record, a summary widget can help. With a ticket summary widget you do not have to click the ticket related list to view tickets. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]
Vtiger Customization: Change Column Width in List View
Have you ever wanted to change the column width in Vtiger list views like you can in Excel graphs? Our client had list view data with varying amounts of text, so we added this capability in their CRM. It is helpful because it saves space in columns with less text, at the same time it shows complete text […]
Vtiger News: The Latest 7.1 Bug Fixes
The process to the final release of Vtiger 7.1 is on its way and this morning we learned the new fixes to the bug list. Prasad sent the following list of fixes. Bug Fixes for 7.1: Webform Display Orange Box CSS in Extension Store is Broken Access to Shared Lists CSV Imports Table […]
Vtiger Customization: Easier to Use Menu – Improved Global Navigation Layout
To navigate your CRM in standard Vtiger 7, you must scroll down, hover, scroll over, and click to get to sub-categories. This is not the easiest way to find your way around Vtiger, and our client found it difficult for their users. We created a fixed menu for our client to address the issue: Global […]
Vtiger News: Improved Customer Portal in 7.1
Great news! Vtiger announced that version 7.1 has an improved customer portal with updated code. It takes care of many users’ problems from the previous portal and also has a new layout design. See the customer portal code here and the portal zip here. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” […]
Vtiger Customization: Pop-Up Reminders for Your End User Client Accounts
Our client uses Vtiger in a different way than most. It is set-up so their end user clients can log in to personal accounts associated with the business. Whether they are logging into the customer portal or Vtiger, this customization allows them to pop-up urgent messages to their clients. The pop-ups can be for payments that are […]
Vtiger Customization: New UI Background Creates Improved Visibility
Without a clear distinction of color between the background and features on the Vtiger 7 user interface, it is hard to find different sections quickly. We created a grey background for a client and this improved the visibility of their module records. Now, they can easily navigate their CRM features with the new design. Clearer Sections – […]