Vtiger 7 Feature: Use Tooltips / Mouseover for Helpful Tips on Features
If you are using your CRM for the first time, it is difficult to absorb every feature instantly and achieve your management goals. One way to speed up your learning process is to employ mouseover ‘help’ icons near features that require explanation. Simply hold your mouse over the icons and helpful tips will appear on your screen. […]
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 […]
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 […]
Vtiger 7 Feature: Today Button on Date Picker
There is a small but handy new feature that allows you to set dates for today. In Vtiger 7, you simply click on the “Today” button located below the calendar, instead of having to scroll or manually enter today’s date like you do in the Vtiger 6 date picker. Vtiger 6 Compared to Vtiger 7 […]
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 […]
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 […]
Vtiger 7 Tips & Tricks: Mystery Solved for Pop-Up Screen of Related List
Have you encountered the pop-up when clicking on a related list record? We were confused how to get to the full record but discovered there are two ways. One requires going to the pop-up screen and the other requires opening the full record in a different tab. Get to the related record’s full page: From […]
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 […]
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 […]
Vtiger News: Vtiger 7.1 Features in the Works
Vtiger’s developer, Satish, announced that Vtiger 7.1 features will be released in the next few weeks. We are excited about this news but also would love to see the list of bugs in the Vtiger 7 version addressed first. Note from Satish: “Hi All, We would like to update you that we […]