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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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 […]

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