Vtiger Integration: Scheduler App for Field Service Jobs

Businesses who do service work out in the field have a higher level of scheduling required than the standard Vtiger calendar provides.  This scheduling app simplifies the process of sending employees to job sites for the employee and the business.   How does the scheduler app generally work? The calendar shows every employees’ schedule so you know when people are available and the calendar is above

Read More »
Patrick O'Brien December 21, 2017

Vtiger Customization: Vtiger 6 – Edit and View Comments on One Page in List View of Records

Our client fills their Comments field in list view with large paragraphs, and wanted the ability to edit it and read the comment without having to scroll to the right.  To address both of these issues, we customized the field in two ways.  Customizations in Vtiger 6 List View: Hover-edit capability – add or change the comment in list view Wrapped text capability – Comments field is now easier to read in

Read More »
Patrick O'Brien December 20, 2017

Vtiger Integration: Eliminate Entering Data Twice with Our Quickbooks App

It’s been a while since we talked about one of our best selling apps, the Quickbooks app.  It provides non-financial people, especially sales teams, the ability to add financial data without altering any current information in the accounting system.  The app also helps avoid entering data twice because it directly syncs your Quickbooks with Vtiger and vice versa.  You can find our Vtiger Quickbooks integration here.

Read More »
Patrick O'Brien December 20, 2017

Vtiger Customization: Icons – Identify Record Type in List View in a Glance

We added additional icons to a customized address widget for a client.  With these icons our client can identify, at a glance, what the record type is while looking at it in list view.  Address Type: Primary address (represented by a house icon) Mailing address (represented by an envelope icon)   Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” icon=”fa-comments”

Read More »
Patrick O'Brien December 19, 2017

Vtiger Training: Customer Portal

What is the Customer Portal? The portal gives your clients access to their Vtiger data with your company so they can connect with your company and share documents, update tickets, and more (see the list of data that clients can view and interact with below).  Customers who need to keep track of or update the data contained by your business will find this tool especially useful. 

Read More »
Patrick O'Brien December 18, 2017

Vtiger Customization: Track Partial Shipments

We created a capability that tracks partial shipments and shows, in real-time, how many packages were received.  Now, our client can check their shipment deliveries quickly to confirm every package was sent to their customer.  This capability is directly linked to Vtiger.  It appears next to the “Quantity” field in the Sales Order record, allowing users to quickly compare the number of packages received to the number

Read More »
Patrick O'Brien December 15, 2017

Vtiger Photo Widget: Scroll Through Custom Gallery Viewer

The custom Vtiger Photo Widget makes image management simple to use within Vtiger. The Gallery Viewer Widget shows picture previews (thumbnails) of the most recently added images to that record.  We created this customization for clients who save a lot of photos on their records and want to easily access them. In Vtiger standard, users have to download each photo individually and open it on their

Read More »
Patrick O'Brien December 15, 2017

Vtiger 7 Feature: Theme Paintbrush No Longer Available

The theme paintbrush allows users to change the color theme in Vtiger 6, but this feature is no longer available in Vtiger 7.  We realized this when a client was interested in migrating their data to Vtiger 7, but did not want to lose the theme capability. They use the paintbrush to differentiate between their multiple businesses and their correlating CRM systems.  Since the theme paintbrush is not available

Read More »
Patrick O'Brien December 14, 2017

Categories

WHAT’S NEW AROUND BORU​
EXPLORE
BORU APPS​
  • 73 W Monroe St,
  • Chicago, IL 60603
  • +1 (312) 878-6461
Facebook Youtube Linkedin
© 2009-2023 BoruApps.com All Rights Reserved