In case you are interested, Vtiger On Demand is HIPAA compliant and you can learn more here. In addition, we can help you become HIPAA compliant in hosting Vtiger open source. Contact us to learn more or for help with your Vtiger database. [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 7 changed the icon for removing linkage on related list views. In Vtiger 6, the icon is a garbage can and caused confusion. People thought it would delete the actual record versus only deleting the linkage between the 2 records. In Vtiger 7, the icon is a link with a break down the middle The mouse over says “Unlink” Vtiger 6 “Unlink” Icon in Related List
On any related list in Vtiger 7 Open Source, a pop-up window appears when you click on the related list. Clicking the back button on your web browser will not bring you back to the last page. Exit the pop-up window and return to the previous screen by: Clicking the X button in the upper right hand corner Or clicking the company name How To
Vtiger 7 Open Source has added a tax region option to Invoices, Quotes, etc. To learn how to set up the tax region, click here. After the initial region setup, you can select the regions with a drop down menu Regions can be set as a state region or a country region Tax Regions Initial Region Setup at Settings > Inventory > Tax Calculations
Now Vtiger 7 Open Source allows you to create multiple dashboards. This addresses the needs of Vtiger users who have various roles in their business. For example, if a Vtiger user is both in project management and sales, they can create a dashboard for project metrics and a dashboard for sales metrics. Multiple Dashboards Perfect for organization of your different operational needs Multiple Dashboards Tutorial Video
Vtiger 7 Open Source created a new feature where you can edit contact or lead information in list view. How to edit in list view (video below): Search for the contact / lead in the search bar Double click on an open space in the contact / lead row you want to edit Edit contact / lead Click the green check mark when finished Note:
In April, we wrote a post about the freshly released Vtiger 7.0.1 and the new features offered on this version of the CRM. Below is a quick recap on some of the features mentioned. Links in the descriptions provide more information from Vtiger’s website. List of the following Vtiger 7.0.1 new features: Vtiger 7.0.1 UI layout Easier list views Picklist Coloring Webform attachments Multiple dashboard tabs
Many Vtiger users also email customers through Gmail, and like most people, will have a lot of back and forth when transferring information. Using Boru2Gmail, a Google Chrome extension, links the two accounts and streamlines the customer data. In the last week, we provided a Boru2Gmail customization requested by a customer that was tailored to their specific business demands. It created a more efficient way for them to track and organize