Elastic search is a free, super-fast search tool with a powerful, RESTful API. Depending on how you use the API, it can deliver significantly better search results than a typical Boolean search in vtiger. We did a custom project for a Vtiger client to deliver better results faster. The client had hundreds of thousands of contacts and Elastic […]
One of my favorite recent customizations is creating the ability to search for barcodes and UPCs in Vtiger’s global search. On the heels of a recent inventory management project, our client found that they were frequently looking up product records by name via the products module. Their warehousing and inventory flow involves a high volume of […]
Vtiger migrations can feel intimidating. One of our clients wished to migrate from a 5.X Vtiger build to a 6.X Vtiger build. In the 6.X build our client wanted to move data to new custom modules that we were tasked to create. So how do you allow the client to have interaction with a migration? […]
Enhanced Lead Conversion gives users the ability to specify whether a converted lead should be linked to an Existing Organization, and, if so, gives them the ability to search for and select the correct one. This is a significant improvement over the standard vTiger function, which links to existing Organizations only when an exact match […]
When you’re working with a customer to schedule an appointment, it is hard to figure out in a split second whom you should send to their home. Going through everyone’s schedule to determine the best fit for the job would be a waste of time, and just randomly choosing one is not advantageous either because […]
A client of ours deploys equipment to retail store locations. The stores are setup as Member Of Organizations linked to a Parent Organization. Often, a regional manager for the retailer is the main user of the customer portal. Here is how we helped them improve the vtiger customer portal experience for their clients. Manager can […]
Eliminates manual data entry and mistakes by linking with an outside system to get the phone usage data and pulling it into vtiger Streamlines billing auto-creating invoices based on billing logic Each client can have different pricing if desired Auto-sends invoices if desired Note: this customization was done for Vtiger 5.4 [rev_slider telecom]
[rev_slider ups] Connected their Vtiger to their UPS account via the UPS APIs Added a “Create Shipping Label” button to the transaction list view (Opportunities in this case but could be done for Sales Orders and Invoices too). This function connects to UPS and creates a shipping label under your UPS account for that address. Added a “Print […]
We completed a customization recently for a client in which we helped them do EDI Export and Import for VTiger. Here are some highlights of that we did: Add a button on the PO screen “Send PO via EDI” that will allow the user to send the EDI file for the PO to the correct Vendor in the […]