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: 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 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 […]

Vtiger Customization: Automate Your Appointment Schedule Process

Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process.  The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves.   A link is in the email, and once clicked, it brings up a representation of their calendar […]

Vtiger Widget: Quick View of Key Metrics

If you are not currently using the key metrics widget on your Vtiger dashboard, consider adding it as soon as possible.  Your CRM is meant to help your business run efficiently and this handy widget tracks how your business is doing overall by displaying current data. Examples of some live count metrics to keep track of: […]