Vtiger Customization: Remove Hover Pop-Ups Across CRM
Our client found the hover pop-ups across Vtiger got in the way of their work. For example, they would be trying to click on the organization name and the summary view pop-up would block their access. While this was simple to do, it made the user experience at their company better. We also […]
Vtiger Feature: Set List View Count to Higher or Lower Number of Records
The “Configure Editor” tool in Vtiger has many cool features including the ability to change the list view record count. If you want to increase or decrease the default number of records that show in list view simply go to CRM Settings > Configuration > Configuration Editor. The list view count can be anywhere from […]
Vtiger Security: Protect Your Data with Two-Factor Authentication
Our Vtiger customization uses two-factor authentication and provides a higher level of security so only trusted employees can access the company CRM. It protects your data by requiring both a password and a verification code to access the Vtiger CRM. 1. To Start: The systems administrator enables the two-factor authentication in Vtiger for company-wide use. Now, the […]
Vtiger Feature: Adjust Maximum Text Length in List View
Shorten or lengthen the text in list view in both Vtiger 6 and Vtiger 7. It is a nice way to either condense the information and view more records on one page or lengthen the text to view the complete title in list view. Go to CRM Settings > Configuration > Configuration Editor Image: Configuration Editor Image: Text […]
Vtiger 7 Feature: Create a Custom List of Your Records
Creating a custom list of records is helpful when you use a specific group of records continuously in Vtiger. Instead of searching through the “All” List view, you are able to search through select records. Create a custom list: Click the “+” button next to the “Lists” title Add a condition that filters the records […]
Vtiger Feature: Merge Records to Manage Duplicates
Vtiger users can easily merge the duplicate records in both Vtiger 6 and Vtiger 7. This feature is even better in Vtiger 7 because users can merge records in the “All” list view. This allows you to quickly merge duplicates if you see them while working in “All” list view compared to actively searching out duplicate […]
Vtiger Customization: Contact and Lead Facebook Integration
Our client wanted an easy way to understand their customers so they can provide them with the best service possible. To address this, we built a Facebook integration in their Vtiger CRM. You can manually enter a contact or lead Facebook URL in a field while editing the record page. Now, they can access their […]
Vtiger Customization: Personalize Login Homepage and More
We were working with a customer who wanted their Vtiger homepage to represent their company. Without giving away too much information, they wanted the background of the login page set as an artistic photograph and Boru quickly coded this for them. We also personalized their Vtiger CRM by including their logo in the tab. Instead of having […]
Vtiger Feature: Bulk Transfer of Ownership for Contacts and Organizations
If you did not know before, you can avoid the tedious process of transferring the ownership of records, one at a time, by using the “Transfer Ownership” tool. This tool allows you to reassign ownership in bulk. Bulk transfer of ownership helps when an employee leaves the company, sales territories move, or responsibilities change for team members. Transfer […]
Vtiger Customization: Sync a Vtiger Contact to Google Contacts in One Click
Recently, we created a tool for a client that keeps Google Contacts current with Vtiger contact data. By simply clicking a button, the contact information from Vtiger syncs with Google Contacts. Other clients needed to sync contact information, not only from Vtiger to Google but also from Google to Vtiger. We developed an application that uses […]