Vtiger Bug: Fix – Delete Lists From Shared Lists in 7.1 Release
Clients often ask us how they can delete lists from their shared list, but this is not a standard yet. The feature is only available if it is customized into your CRM. Don’t worry, it will be a standard soon! According to code.vtiger.com, Vtiger is resolving this bug in their 7.1 final release. Vtiger 7.1 release date […]
Vtiger News: Vtiger 7.1 GA Release Date Pushed Back
Satish announced that Vtiger 7.1 GA release date will be confirmed in the third week of February because of bug fixes. See his original message below. “Hi All, We would like to update regarding Vtiger Opensource V7.1 GA. This version release delay as we need to address all the bugs those are reported in code.vtiger.com. We […]
Vtiger Feature: Calendar List View Helps Sales to Quickly Find Phone Call Activities
You can view Vtiger’s calendar in multiple ways. Calendar list view is one of the best features for sales people who schedule a long list of calls, it is important to know this feature’s location. Using the list view layout makes viewing phone calls simpler and easier to search. Why is List View the Best for Businesses Who Schedule Many […]
Vtiger 7 Feature: Follow Up Event Check Box has Disappeared
Vtiger 6 has a follow up event check box when you edit “Held” status events on your calendar. Due to sales people’s schedules of call after call, this tool helps by allowing the user to set follow up reminders for events so they never forget a call. Unfortunately, this feature is not available in Vtiger 7, […]
Vtiger App: Constant Contact Sync App Ready for Vtiger 7!
Vtiger Constant Contact Sync is now ready for Vtiger 7! This app syncs Vtiger data into Constant Contact and vice versa. In what ways does this app help sync data? transfers Vtiger campaigns into Constant Contact quickly updates campaigns in Constant Contact with any changes made in Vtiger syncs Constant Contact lists into Vtiger (they become campaigns) […]
Vtiger 7 Tips & Tricks: Picklist Color Explained
When you are setting up the picklist colors, you might think the two columns are the font color and the background color. In reality, both columns control the background color. Depending on the background color, the font color is either white or black. Color Model 1: RGB (red, green, blue) Color Model 2: HSB (hue, saturation, […]
Vtiger App: Send Emails from More Modules with Email Maker App
The Email Maker app saves time and makes it simple to create specialized templates, and because of this it is the perfect app for users who are not web developers. Once you create your template, you can send it from almost any module. What else does this app achieve? Ability to add most […]
Vtiger 7 Tips & Tricks: How Do You Get to Quotes in a Related Modal Pop-Up?
Vtiger 7 users may know that modal pop-ups are tricky because they have to take different routes from Vtiger 6 to get to the same location. For example, when users are: 1. In an ‘Organization’ record 2. Click on a related ‘Contact’ record They find there is […]
Vtiger Resource: Everything You Need to Know About List View
We have written a large amount of content on Vtiger’s list view. Below are blog posts that show you the best way to use list view, how to change the way it appears, and customizations. How to Use List View: Search Related Module Fields with a Custom List View Spend Less Time Scrolling – New […]
Vtiger App: Boru2Gmail – Quickly Use Email Templates from Vtiger in Gmail
Do you create a large amount of email templates for Vtiger? You may be interested to know that you can load Vtiger email templates in your Gmail account. How can you easily load Vtiger email templates into Gmail? Using the free Boru2Gmail app, your Vtiger email templates are available in a picklist in Gmail. At the bottom section […]