Boru LDAP Authentication User Guide
[accordions] [accordion title=”Configuration”] In the Settings page for the module, there is two main pieces A) If you the notice of “LDAP Modifications Not Currently Installed”, you must press “Click Here” to install or your vtiger login will not work AT ALL if you attempt to use LDAP or AD Authentication B) Authentication Method Select the authentication […]
Boru Dedupe User Guide
[accordions] [accordion title=”Accessing Boru Dedupe”] Open you vTiger Go to “Tools” > “Custom Import” You will have 2 options: 1) Custom Import (Import & Dedupe Data) 2) Check for Duplicates (Merge/Purge Duplicates in the Database) [/accordion] [accordion title=”Custom Import”] Custom Import is used when you need to import data and Dedupe it at the same […]
Boru Import User Guide
About This module was created with the idea of a faster and more efficient import utility for Vtiger. The standard VTiger import utility, as you may have already noticed, takes a long time to import large numbers of records and sometimes fails on imports with more than 200 records. The BoruImport Module does not hook into the […]
Boru Calendar Replacement User Guide
[accordions] [accordion title=”Calendar Settings”] The version is displayed in the header, in this case it’s 1.0.38 Uninstall hyperlink will uninstall the module completely. 1. Your web2cal license is stored here. You can update it if necessary. 2. You can choose the default type when creating the event. Every time you will create an event, […]
Boru Automated Backup User Guide
[accordions] [accordion title=”Boru Automated Backup Settings”] Go to “Settings” > “Boru Automated Backup”. This displays the main control panel for the module. At the top you may choose to perform Local, Offsite, or both types of backups. [/accordion] [accordion title=”Local Backup Settings”] This allows you to write a compressed copy of your vTiger build to […]
Boru Authorize.Net User Guide
[accordions] [accordion title=”Access Boru Authorize.Net”] Open vTiger Mouse over the “Settings” icon Hit “CRM Settings” Click on “Module Manager” Select “Custom Modules” Tab Click on the Hammer next to the installed module name [/accordion] [accordion title=”Configure Boru Authorize.Net”] “INSTALL TRANSACTION RELATED LIST ON INVOICES” – Once you click here, it will add new related list […]
Boru Appointment Confirmation User Guide
Configuring a Campaign The drip configurations section is where you specify individual drip campaigns. These are centered around calendar records. To create a new drip campaign, enter a name for it in the text box at the bottom of the “Drip Name” column and click the “Add” button. This will create an empty campaign with […]
Activity Quick Add User Guide
Vtiger Activity Quick Add This module was designed to allow users to quickly and efficiently schedule activities linked to any vTiger entity. Lists of activities can be created for each entity, each maintaining their own settings. One or many activities can be added with very few clicks and without leaving the screen, eliminating often repetitive […]
Boru Module Creator User Guide
Boru Module Creator The usage should be pretty intuitive in terms of how it works. Outside of on caveat. The ModuleCreator does not Auto-Install the created module. It will create the module, and create a zip file that must be downloaded from the ‘list’ within the module, and then use that zip file to install […]
Quick Call History LCA User Guide
[accordions] [accordion title=”Quick Call History Settings”] Version x.xx.xx – Current version of your module. Uninstall Module – You can completely remove the module. Include Event Type? – You can include or exclude the event type drop down in the Quick Call Gadget(on the record view). Note, if set to “No” – the event type will […]