Boru’s Innovative Approach to VTiger Portal Customization
In our ongoing effort to enhance the functionality and user experience of VTiger CRM systems, Boru, Inc. has successfully implemented a custom progress bar feature for one of our clients. This feature, integrated into the VTiger portal, provides a simple yet effective way for portal users to track the status of records.
Custom Progress Bar for Status Tracking
The VTiger portal serves as a platform for clients to access their VTiger system in a limited capacity. Understanding our client’s need for a straightforward method to view record statuses, we introduced a progress bar on the dashboard page of the VTiger portal.
Features and Functionality of the Progress Bar:
- Visual Status Indicators: The progress bar visually represents the status of records. It fills up as certain fields reach specific values or when particular conditions are met.
- User-Friendly Interaction: While our client required a static progress bar for viewing purposes only, the system is capable of allowing users to click on the progress bar to change statuses, if needed.
- Email Notifications: Once a record reaches its final stage, the portal user receives an email notification, keeping them informed of the latest updates.
- Color Coding and Flexibility: One of the key aspects of this customization is the ability to color code the progress bar. This not only aligns with the company’s branding but also provides visual cues for different statuses. For example, a color change can indicate that a record was completed differently, such as submitting different types of documents.
Leveraging Existing VTiger Features for Custom Solutions
Our approach involved modifying the existing progress bar functionality within VTiger to meet the specific requirements of our client. This project highlights our ability to adapt and enhance existing features to create flexible, user-friendly solutions that cater to the unique needs of our clients.
Conclusion: Boru’s Dedication to Custom CRM Enhancements
At Boru, we are committed to delivering custom solutions that improve the efficiency and usability of CRM systems like VTiger. The implementation of the custom progress bar in the VTiger portal is a testament to our focus on creating user-centric features that not only meet but exceed our clients’ expectations. With Boru’s expertise, VTiger CRM becomes more than just a management tool; it has become a streamlined, interactive platform that enhances the overall user experience.