How to one-click change all product pricing on a Quote

Vtiger opensource crm comes with a “PriceBooks” module. While it certainly has it’s uses we find it to be cumbersome for certain applications. We received a request from a client to quickly set a markup percentage for individual quotes. Pricebooks was not an option. Here’s an example use case of what was required: Client’s database has […]

Widgets that lets you edit blocks of info directly.

We had a project a bit of time ago, where the client wanted to be able to edit certain blocks from an organization directly in the “Organization Summary” view in Vtiger. We were able to accomplish this by creating a new widget for the client that would appear on the “Summary View” page in Vitger. […]

Using Vtiger to create Contacts in an App.

We are working on app that has a lot of functions, but today I want to focus on how we were able to use Vtiger to connect it to the App and help us with the use of contacts. For this App, we need to have contact profiles in order to establish things such as relationship, […]

Operate in Vtiger Offline – Part 2

Part 2 of the Vtiger offline order entry app. If you haven’t already, Click here to read part 1. One of the requirements for the offline order entry app was an appointment list. As you may recall, the tricky part of this app is that it has to work both online and without a network connection. […]

Displaying graphs and tables in your CRM

If your CRM contains a lot of data and you would like to have a better sense of what it means, adding tables and graphs can be a great solution. We had a client that wanted custom dashboards in order to show his data into  tables and graphs. In order to do this, we had […]

Vtiger Setup for Franchisees

Worked with a company to set up vtiger for a company that uses a franchise ownership setup. Here is what we did to help them user vtiger to support their operations: set up permissions in Vtiger so the franchisees could not see each other’s data we helped them with Vtiger reporting and Vtiger dashboards so corporate can have a global view and […]

Boru Reminder Module

The Boru Reminder Module allows you to set reminders to any events that are in your Vtiger Calendar. The way this works is that once the module is installed, any created event will be sync into the module. Once you access the module, you will be able to see your events. There it will let […]

Operate in Vtiger Offline

One of our clients asked us for an offline way to interact with Vtiger on mobile devices. Their sales reps go into the field and take orders from clients using tablets. Once the order is entered, it has to get sent back up to the server. Therein lies the rub; network service is not always […]

Automated Billing of Tickets or Jobs in Vtiger – Sync To Quickbooks

This is a description of a great automation/customization we did for a client to automate billing of their Tickets/Jobs in Vtiger and then sync the invoices Quickbooks. We set up a cron job to run on the first of every month. This triggers the creation of invoices from jobs. The program checks each contact for […]

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