Vtiger Customization: Set a Default Dashboard for Your New Users
Systems administrators, what do you think new employees see on their dashboard when they log into their Vtiger? You may not have known this, but they see nothing. The dashboard is blank for every new user. We worked with a company to customize their Vtiger dashboard and avoid this problem. First, we found which widget […]
Vtiger 7 Tips & Tricks: Cool New Feature – Headers
Don’t waste time by searching to find commonly used data. Instead, customize your Vtiger headers so that this type of information is at the top of the page to save time. An example of this would be to set phone numbers in the headers of contact records to shorten the time it takes to make a call. Go to Module Layouts […]
Vtiger Customization: HUD Sales Tool to Quickly Update & Oversee Opportunities – All on One Page
Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue. Instead of going through the long data-entry process across multiple pages, […]
Vtiger 7 Tips & Tricks: Control How Your Lists are Shared
Did you know you can share Vtiger lists in your database? It’s true, and you can share the list with everyone or control the sharing so only specific users can view it. Share lists: With Everyone or All By Group of Individual Users (i.e. Marketing Group) By Role (i.e. CEO) Differentiating who to share a […]
Vtiger 7 Feature: Easy Navigation with Breadcrumbs!
In past versions of Vtiger, getting back to the previous page required a click on the back button and subsequently multiple clicks. Vtiger 7 improved upon this with the breadcrumb feature that only requires you to click once on the preferred title to get back to previous locations. We find this a simple, yet very helpful new […]
Vtiger 7 Tips & Tricks: Effortlessly Change Your Default Landing Page
The dashboard is the default landing page / module chosen for you in Vtiger 7 and is the first page that appears when you log in, but it may not make the most sense for your daily CRM needs. Quickly change the default menu page by going to: Settings> CRM Settings> Configuration> Configuration Editor and […]
Vtiger Customization: Make it Easy for Your Sales Team to Update Opportunities
Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes. To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time. With this […]
Vtiger 7 Feature: What is Up with the New Global Navigation?
Users now have more steps to get to their desired location from the Vtiger 7 global navigation. While the navigation is more stylized than Vtiger 6.5, you have to click twice and scroll twice to get to the same location. Take the “Organizations” page location as an example. Only one step is required to […]
Vtiger 7 Tips & Tricks: Small Change for Advanced Global Search
Vtiger 6.5 and Vtiger 7 have the same advanced searches, but they have different buttons to activate the pop-up. Vtiger 7 uses an arrow symbol for the button instead of the word “Advanced”, and the image below shows a quick comparison of this difference. Contact us to learn more or for help with your Vtiger database!
Vtiger 7 Feature: Add Attachments on Comments
Vtiger 7 has improved commenting in the CRM by adding an attachments feature. You can now attach related documents when you post your comments. Contact us to learn more or for help with your Vtiger database! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]