Vtiger Feature: What Are Price Books and How to Use Them?
We noticed that many Vtiger users do not use the Price Books module. While the Price Books module does not make sense for every business, it may be valuable for the following uses: Special Pricing for important clients Price Book for distributors vs. Price Book for end client What is a Price Book and how […]
Vtiger 7 Feature: Pin Icon – Add Shortcuts to Settings Homepage
Systems administrators can add shortcuts to the settings homepage in Vtiger 7 with the new pin icon. Now you have quick access to the settings you work with the most. Simply click on any pin icon in the “CRM Settings” side navigation to add a shortcut Shortcuts appear beneath the “Settings Shortcuts” Note: You can also click the […]
Vtiger Feature: What Are FAQs and How To Use Them?
FAQ (Frequently Asked Questions) in Vtiger contains the answers to common client issues and keeps them in a centralized location. This allows the support staff to reference the FAQs and quickly reply to a customer who has a common question. Then, customers leave this interaction with a positive opinion of the assistance they received. One extremely important […]
Vtiger 7 Feature: Use Tooltips / Mouseover for Helpful Tips on Features
If you are using your CRM for the first time, it is difficult to absorb every feature instantly and achieve your management goals. One way to speed up your learning process is to employ mouseover ‘help’ icons near features that require explanation. Simply hold your mouse over the icons and helpful tips will appear on your screen. […]
Vtiger Customization: Improve Password Security
Overall, we think Vtiger is a great piece of software that provides tremendous value to its users. However, it should be noted that the password security is not as great as the rest of the CRM. Here are some of the issues we have noticed: “Forget password?” button in standard Vtiger does not work – while there is a link […]
Vtiger 7 Feature: New Modules with Summary View
Summary view gives you the ability to quickly assess your records in Vtiger, and you can tailor them by picking key fields that make sense for your company. (Learn how to modify the key fields by reading this post.) Summary View in Vtiger 7: Every module that contains a summary view will also have the “Eye” icon […]
Vtiger 7 Feature: Spend Less Time Scrolling – New “Search” Button Location in List Views
The list view “Search” button location moved from the right side in Vtiger 6 to the left side in Vtiger 7. Vtiger 6 requires the users to scroll to the right every time they click the “Search” button in a list view with many columns. Vtiger 7 avoids constant scrolling by locating the search button […]
Vtiger 7 Feature: Create a User-Friendly “All” Default List View Search with New Editing Tool
Vtiger 7 has a new feature that gives you the ability organize “all” default list view columns. This tool is not available in Vtiger 6 and is a nice improvement. Get the most out of this feature and streamline the search for your CRM users by configuring the order of columns from the most commonly used to […]
Vtiger App: Protect Your Data with Field Encryption
Is there sensitive and private data in your Vtiger CRM? If so, it is important to note that Vtiger does not have the capability to encrypt fields. This means that if a hacker gains access to your server, they can read the data in your Vtiger MySQL database. The data is presented in the same way […]
Vtiger 6 Customization: HUD Tool that Combines Customer History Similar to New Vtiger 7 Touchpoints
We created a HUD tool for a customer (read about HUD pages here) that combines the email history, phone call history, and comments in Vtiger 6 into one section so contact history is easy to review / track. They are listed in chronological order. We also do this customization in Vtiger 7 because although the […]