Vtiger 7 Report – Built in Email Marketing

I spent some time testing the built in email marketing capability in Vtiger 7 (as seen in Vtiger On Demand – VTOD) and I have to say I was very impressed.  We (Boru) make connectors for Constant Contact (CC) and Mail Chimp (MC) so I am very familiar with the flow and usability of those tools and […]

Vtiger 7 Report – Forecasts

Sales forecasting in Vtiger is an important sales management function.  Vtiger 7 (as seen in the current Vtiger on demand) has a very functional, though not too exciting, forecasting capability.  It would be nice for Vtiger to incorporate some more graphics, but hopefully that is coming. At the top of the screen, you can see the aggregate […]

Vtiger 7 Report – Pipeline Funnel Graph

In Vtiger 7 (as viewed currently in Vtiger On Demand) they have the classic pipeline funnel which has been missing on the Vtiger Open Source dashboard. It has a picklist select to filter by users and groups.  That is a nice feature that I hope gets carried to the other dashboard tiles. It is worth noting that […]

Vtiger 7 Report – New Tickets Dashboard (Support Insights)

Vtiger 7 (as viewed currently in Vtiger On Demand), has a tickets dashboard they call Support Insights.  If you manage support via vtiger you will appreciate it.  Here is a list of the dashboard tiles: Current Backlog Average Ticket Age # of Tickets Due in the Next Hour Backlog By Date graph Ticket Age graph SLA […]

Vtiger 7 Report – One Thing I Don’t Get

There is A LOT I like about Vtiger 7 (as viewed currently in Vtiger On Demand), but one thing I don’t get is why they changed the data entry method to require a click on a checkmark that appears to the right of the field (see below).  This is a big pain because you have to […]

Vtiger 7 Report – Touchpoints Related List

One of new features I like best about VTiger 7 (as viewed currently in Vtiger On Demand) is the Touchpoints related list.  As you would expect, it aggregates all the communication are you are doing with your clients Vtiger Emails Vtiger Campaigns Historical Activities (not tasks) There are summary tiles above the list and you […]

Vtiger 7 Report – Twitter Connector

There is a Vtiger Twitter Connector in Vtiger On Demand.  I think it has been in place for a while now but it is more prominent in Vtiger 7.  You can see from the screen shot below that it is a listing of your posts and likes in twitter.  Maybe I am missing something but […]

Vtiger 7 Report – Not Fully Responsive

There is A LOT to like about Vtiger 7 (as viewed currently in Vtiger On Demand), but it looks as though it is not fully responsive.  It is more responsive than 6.x — the summary/detail views are responsive, but still the dashboard and list view are not responsive. That is a little disappointing.  Maybe we […]

Vtiger 7 Report – The Biggest Changes

The biggest changes in Vtiger 7 are to the core navigation. the main navigation menus have moved to the left and generally require an extra click.  At first I didn’t like it, but it is starting to grown on me.  See the video for details. the list views have many changes, almost all very positive. […]

VTiger 7 Report – New Features in Comments

Vtiger 7 has some neat new features for comments. You can reply to a comment with the reply being nested under the parent You can attach a document to a comment You can direct the comment to specific users our groups and those users will receive notifications