Vtiger Best Practices – Dashboards in the Sales Process
Throughout my career, I have encountered many, many sales people and sales managers who believe that dashboards will magically improve their results. It never works out for them. Dashboards can improve sales but the users have to think of them the right way. We will start with sales people and cover sales managers tomorrow. Sales […]
Vtiger Gmail Integration Tip – Add the Gmail Email to Vtiger
One of the best features of the Boru2Gmail — the chrome app for Vtiger Gmail integration – is the the capability to add the Gmail email to Vtiger. With one click, you can add the email body and attachment to Vtiger — linked to the contact who sent the email. See the video below for […]
Vtiger Best Practices – Use Comments or Activities
I get support and training questions regularly about the best strategy for managing follow up. There are a couple important factors in making a good decision. Do you need: ‘heads up’ display of notes? Comments are good at this. Activity notes are buried and take about 10 clicks to see 5 notes inside activities. disciplined […]
Vtiger Cronjobs & Automation
Vtiger is a great way to track, interact and categorize your data. Once you have all of this data at your fingertips you now need a way to generate reports, sync data etc. So how do you automate some of these processes to save clicks or continue the stream of data? Since you’re reading this […]
Installing and Upgrading Vtiger Modules
Some people call them Vtiger modules but we’ve heard everything from Apps to plugins and everything in between. Regardless of what you’re calling your new Vtiger Software upgrade, you want to start using it. The process is straight forward but we’ll take a few minutes to talk about various things you may encounter during your […]
Vtiger Tip – Dashboard Widget – Today’s Birthdays
Vtiger Tip – Dashboard Widget – Today’s Birthdays. Not many people know about this widget and it only takes 30 seconds to set up. Check out the video to learn how. Still have some questions? Contact us at any time for Vtiger support.
Vtiger Permissions – Sharing Rules for sales teams
Scenario: You’ve got two sales teams. Each sales team has a manager and several sales reps. What you want, dear reader, is for each sales rep to see only the record that they own or are assigned to (no more poaching leads from the newbie). You also want your sales manager to see all the […]
Vtiger Tip – Organization Hierarchy in Vtiger
Organization Hierarchy (or Sub-Organizations) are easy to do/use in Vtiger, yet most users are not aware of the feature. Simply put the Org in full edit mode. Under ‘Member of’, choose the appropriate parent Org. Then, under ‘More’, you can view the Organization Hierarchy. You can create as many levels as you want. See the […]
Vtiger Tip – Don’t fill in the FROM email on the Outgoing Server Settings
A client called the other day to ask why the FROM address on workflow emails was not working properly. We took a look at the workflow FROM settings and they looked fine. Then we took a look at the Outgoing Server settings and found the answer. The from email, instead of being left blank was […]
When workflows misbehave
You might find yourself scratching your head when trying to create a workflow. Me too. Now and again there’s something I come across with no solution on the user level… but users don’t generally know its not their fault! They get stuck in the mud trying to solve the unsolvable problem of “Why won’t this filter condition let me […]