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 […]

/0 comments

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 […]

/0 comments

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 […]

/0 comments

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 […]

/0 comments

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 […]

/0 comments

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 […]

/0 comments

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: […]

/0 comments
1 2 3 4
top