Integrating JSA Forms into VTiger: A Game-Changer for Hazardous Job Sites
The world of potentially hazardous jobs is fraught with challenges. From ensuring that workers are aware of the risks to ensuring that they’re adequately prepared for any emergencies, businesses in this sector have a myriad of responsibilities. One of the tools aiding such businesses is the Job Safety Assessment (JSA) form. This document is crucial […]
Custom Vtiger CRM Solutions: Elevating Security and Convenience for Businesses
When it comes to business operations, every enterprise – big or small – values efficiency and security. VtigerCRM, while a robust platform in itself, becomes even more potent when tailored to fit unique needs. Let’s discuss a recent innovation – the Single Sign-On (SSO) capabilities for Vtiger 7x, devised by our team in Peru. Background: […]
Enhancing CRM Efficiency with Boru’s Innovative Notifications Add-On for Vtiger
In the ever-evolving landscape of Customer Relationship Management (CRM), staying ahead with efficient tools and functionalities is vital for any business. At Boru, we continually strive to innovate and improve CRM experiences for our clients. A recent development in this direction is our latest notifications add-on for Vtiger, a feature-rich open-source CRM platform. Simplified Interaction […]
Custom Tailoring VtigerCRM for Small to Medium-sized Businesses: The Power of Drip Campaigns
Small to medium-sized businesses (SMBs) require flexibility and customization to address their unique operational needs. While there are numerous CRM platforms available, VtigerCRM stands out due to its ability to be tailored for specific needs. Our team’s recent experience in enhancing Vtiger’s drip campaign capabilities is a testament to this adaptability. VtigerCRM: A Canvas for […]
Boru Multiple SMTP Outgoing Server User Guide
Log into the CRM Find the drop down menu under the user name Select “OutGoing Sever” to set the SMTP settings User Video Reference Guide: http://prodl05php5.borugroup.com/web2project/user_images/images/YHAUSMAN/2014-03-26_1107.swf
Boru Tickets Replacement Users’ Guide
Notifications Events When one of these events occurs, a corresponding email notification will be sent if the following conditions are met: 1. The event is set to “On” 2. The notification within the event is set to “Enabled” (and saved) 3. The enabled notification is properly configured, with a valid subject line and body. Ticket […]
Home Service vTiger Users’ Guide
[accordions] [accordion title=”Search Module”] When you first log in, you’ll be taken directly to the search module. This customized search gives you the ability to search addresses and contacts from the same interface, and also displays the Appointments, Quotes, and Work Orders linked to each record. These appear as numbers to the right hand side […]
VTiger Workflow User Guide
Boru’s Workflow Module offers a powerful and flexible way to automate tasks within vtiger. The architecture of the module is based on the idea of Drip Campaigns, where a set of pre-written email messages are sent out to customers or prospects over time, based on logical conditions. The Boru Workflow Module expands on this idea […]
VTiger Quick History User Guide
[accordions] [accordion title=”Quick Call User Guide”] 1. After the installation, the module will appear on the records detail view. 2. Enter the notes of the call/follow up. 3. “Create Call History” is checked by default, when it’s checked it will create a completed activity with the #2 notes. The activity subject will be truncated to […]
Boru Quote Template User Guide
[accordions] [accordion title=”Create Quote Template”] Open any Quote in vTiger Click “Create Quote Template” in the “Actions” area New window will pop up and you will be able to create a “Quote Template” from the existing quote. Select the fields you want to save in the template Enter “Template Name” Save the Template [/accordion] [accordion […]