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Vtiger 7 Feature: Control Your Email Signature with Toggle Checkbox

The new toggle checkbox in Vtiger 7 helps users avoid adding a second signature in their email compose window. While emailing in Vtiger 6, users had no way to tell if their signature was present and this often caused them to add the signature again so it appeared twice in emails. This new feature not only makes it simple to control your signature, you also avoid duplicate signatures and

Patrick O'Brien November 1, 2017

Vtiger Customization: Find the Correct Result with Improved Typeahead Tool

While typeahead search results are helpful, the tool can filter multiple suggestions with the same name. This forces you to guess the correct result or search in Vtiger to find the correct result. To avoid this problem, we created an improved typeahead results tool: Additional information is added next to the initial suggestion to easily identify the correct result. Example: You search the name Tim and

Patrick O'Brien October 30, 2017

Vtiger Customization: Remove Hover Pop-Ups Across CRM

Our client found the hover pop-ups across Vtiger got in the way of their work. For example, they would be trying to click on the organization name and the summary view pop-up would block their access. While this was simple to do, it made the user experience at their company better. We also wrote a post about the benefits of using hover pop-ups that

Patrick O'Brien October 27, 2017

Vtiger Security: Protect Your Data with Two-Factor Authentication

Our Vtiger customization uses two-factor authentication and provides a higher level of security so only trusted employees can access the company CRM. It protects your data by requiring both a password and a verification code to access the Vtiger CRM. 1. To Start: The systems administrator enables the two-factor authentication in Vtiger for company-wide use. Now, the verification code field box is located on the CRM login

Patrick O'Brien October 26, 2017

Vtiger Feature: Adjust Maximum Text Length in List View

Shorten or lengthen the text in list view in both Vtiger 6 and Vtiger 7. It is a nice way to either condense the information and view more records on one page or lengthen the text to view the complete title in list view. Go to CRM Settings > Configuration > Configuration Editor Image: Configuration Editor Image: Text length shortened in list view Contact us to learn

Patrick O'Brien October 26, 2017

Vtiger 7 Feature: Create a Custom List of Your Records

Creating a custom list of records is helpful when you use a specific group of records continuously in Vtiger. Instead of searching through the “All” List view, you are able to search through select records. Create a custom list: Click the “+” button next to the “Lists” title Add a condition that filters the records and click the “Save” button Contact us to

Patrick O'Brien October 25, 2017

Vtiger Feature: Merge Records to Manage Duplicates

Vtiger users can easily merge the duplicate records in both Vtiger 6 and Vtiger 7. This feature is even better in Vtiger 7 because users can merge records in the “All” list view. This allows you to quickly merge duplicates if you see them while working in “All” list view compared to actively searching out duplicate records and merging them. Even though the processes are slightly

Patrick O'Brien October 24, 2017

Vtiger 7 Feature: Control Your Email Signature with Toggle Checkbox

Vtiger Customization: Find the Correct Result with Improved Typeahead Tool

Vtiger Customization: Remove Hover Pop-Ups Across CRM

Vtiger Security: Protect Your Data with Two-Factor Authentication

Vtiger Feature: Adjust Maximum Text Length in List View

Vtiger 7 Feature: Create a Custom List of Your Records

Vtiger Feature: Merge Records to Manage Duplicates

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WHAT’S NEW AROUND BORU

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BORU APPS

Categories

WHAT’S NEW AROUND BORU​

EXPLORE

BORU APPS​

WHAT’S NEW AROUND BORU

BORU APPS