If shipping is a critical part of your business, then you understand the hassle of data entry, copying and pasting, etc. that comes with that process. But if your company uses Vtiger, then we have an awesome tip for streamlining your shipping process — use the UPS WorldShip integration with Vtiger. The UPS WorldShip is a great integration that allows users to pull the Vtiger shipping
Standard Vtiger comes with many defaults — some of which might not always meet your company’s specific needs. That’s why we produce several blog posts on quick Vtiger tips and tricks to help you adjust your Vtiger settings on your own. For this quick tip, we wanted to let users know of a way to manage Vtiger tax calculations. If you want to remove or
With any business, there will always be at least one customers who have past due bills. With standard Vtiger, there’s really no way to stay organized when keeping track of those past due amounts. That’s why Boru created a customization that groups all non zero invoices together for any client and clearly displays a total customer Vtiger invoice balance. With our customization, Vtiger adds up all
It is a little thing, but often our clients want to use a custom naming structure for pdf’s they create using pdf maker. The standard pdf maker function creates very generic numbers that don’t mean anything to users when they look at the files in a folder, etc.. Our Boru team wanted to enable our clients to set a new nomenclature for creating and naming
If your company has many products with similar names, then you know the struggle of sifting through your Vtiger product search when creating a quote or an invoice. That’s why Boru created a Vtiger customization that makes searching for products so much quicker and easier. When your products have long titles that all start with the same first 10 letters, your Vtiger product search for individual products
We recently had a client come to us asking for a way to link scanned check images for invoices to Vtiger. Our Vtiger developers were able to come up with a way to provide this customization for this client, and we hope to see other clients benefit from this customization as well. With this customization, an option is available to upload a check image to
Figuring out how to personalize your Vtiger in order to work better for your personal business can be complicated. That’s why we try to inform our readers on quick and simple Vtiger tips and tricks that will make your business processes a little easier. This tip will explain how to adjust the Vtiger default field values. For this tip, we’ll assume that you’re trying to create an
Our Boru team always strives to produce the best Vtiger support and Vtiger apps to make our clients’ lives a bit easier. We’re excited to announce our newest updates to the Boru2Gmail app, and we think our clients’ businesses will greatly benefit from these new features. One exciting new feature with our Boru2Gmail app is the ability to grab Vtiger email templates right in your