Integrating JSA Forms into VTiger: A Game-Changer for Hazardous Job Sites
The world of potentially hazardous jobs is fraught with challenges. From ensuring that workers are aware of the risks to ensuring that they’re adequately prepared for any emergencies, businesses in this sector have a myriad of responsibilities. One of the tools aiding such businesses is the Job Safety Assessment (JSA) form. This document is crucial […]
Custom Vtiger CRM Solutions: Elevating Security and Convenience for Businesses
When it comes to business operations, every enterprise – big or small – values efficiency and security. VtigerCRM, while a robust platform in itself, becomes even more potent when tailored to fit unique needs. Let’s discuss a recent innovation – the Single Sign-On (SSO) capabilities for Vtiger 7x, devised by our team in Peru. Background: […]
Icons in Summary View Widgets
We can create a summary view that’s concise and visually stimulating by using icons to represent values as an alternative to the standard pick-list. If your summary view in Vtiger that is cluttered with a lot of information, using an icon can be an easy way to create differentiation between your data. Contact us to inquire […]
Vtiger Customization – Vtiger Integration with Hubspot
All sales teams face the challenge of following up on many leads at a time. Some days, a single sales representative could have over 100. They waste tons of time calling all of those leads, even though only a handful are actually interested in moving forward with your company. But when sales teams use powerful […]
Customization – View Total Customer Vtiger Invoice Balance
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 […]
Customization – Custom Nomenclature for PDF Maker File Name
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 […]
Customization – Enhanced Vtiger Product Search with Positive Inventory Search
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 […]
Customization – Linking Check Images to Payment Records in Vtiger
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, […]
Customization – Pulling Vtiger Related Data from Linked Records
We frequently have clients who come to us asking to take information from one Vtiger record and make it show in a related record. E.g. show the organization address in the linked contact record. There are 3 options for doing this: Transfer the data upon record creation — the downside to this method is the data can get […]
Customization – Change Vtiger Default View – Summary vs. Detail View
All companies are unique, so it makes sense when we have clients come to us asking for help with changing Vtiger defaults. We wanted to share another quick tip about how to change the Vtiger default between summary and detail view. We recently had a client who recorded a lot of data in many fields […]