Many Vtiger users also email customers through Gmail, and like most people, will have a lot of back and forth when transferring information. Using Boru2Gmail, a Google Chrome extension, links the two accounts and streamlines the customer data.
In the last week, we provided a Boru2Gmail customization requested by a customer that was tailored to their specific business demands. It created a more efficient way for them to track and organize their customer data.
- Boru can further customize the extension to be tailored to your needs
As seen below, we customized our client’s extension to:
- Contain less tabs
- Have more fields in the “Contact” tab
- Have the Drag-n-drop app to the “Contact” tab
- Access to working with leads and contacts at the same time
Less tabs – shortened tab list to “Email”, “Comments”, “Documents”, and “Live Feed”
More fields in the “Contact” tab – added information fields about a contact, beyond their basic information, so company can have a scope of how the contact relates to their company
Drag-n-drop app added to the “Contact” tab to easily share documents with contact