Vtiger 7.1 News: Final Release Date Announced

We received exciting news this morning from the Vtiger developers!  If all goes to plan, the newest version of Vtiger will be here the first week of March.  They have been hard at work updating the CRM and keeping the community informed. Read the full announcement here. Contact us to learn more or for help with your Vtiger CRM!

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Vtiger 7 Feature: Spend Less Time Scrolling – New “Search” Button Location in List Views

The list view “Search” button location moved from the right side in Vtiger 6 to the left side in Vtiger 7.  Vtiger 6 requires the users to scroll to the right every time they click the “Search” button in a list view with many columns. Vtiger 7 avoids constant scrolling by locating the search button […]

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Vtiger 6 Customization: HUD Tool that Combines Customer History Similar to New Vtiger 7 Touchpoints

We created a HUD tool for a customer (read about HUD pages here) that combines the email history, phone call history, and comments in Vtiger 6 into one section so contact history is easy to review / track.  They are listed in chronological order. We also do this customization in Vtiger 7 because although the […]

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Vtiger 7 Feature: Eye Summary View

If you have never clicked the “Eye” icon located next to records in many Vtiger modules,  try it out.  A nice summary view pop-up will appear of a contact, an organization, a lead, and more.   This feature includes the following: Displays “Header” fields and “Key Details” fields Allows you to scroll through other record summaries with […]

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Vtiger 7 Tips & Tricks: Tailor Your Module Layouts with the Key Fields, Headers, and Related List Columns

Vtiger 7 now provides a variety of ways to tailor your module layout by using the “Module Layouts & Fields” settings, but did you know the layout of key fields, header fields, and related lists are connected to one another? How the Layouts of Key Fields, Header Fields, and Related Lists Interact: The “Header” section and […]

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Vtiger Customization: HUD – All Organization Activity in One Place + Filter It by Opportunity

Sometimes salespeople ignore how beneficial it is to enter all data into Vtiger because of the time it takes to go from one record to another for the same Organization.  If your company is losing opportunities because of lack of information in your CRM, this Head-Up Display (HUD) we created for our customer could help solve […]

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Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields

Key Fields are shown at the top of the summary view in most module records.  This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more.   “Key Fields” section in an Organization Record:   It is simple to personalize what fields are shown.   How to Set It Up: Go to the following location Settings > CRM Settings […]

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