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 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 7 Tips & Tricks: Effortlessly Change Your Default Landing Page

The dashboard is the default landing page / module chosen for you in Vtiger 7 and is the first page that appears when you log in, but it may not make the most sense for your daily CRM needs. Quickly change the default menu page by going to: Settings> CRM Settings> Configuration> Configuration Editor and […]

Vtiger Customization: Help Sales Reps Use Vtiger More Effectively with Head-Up Display

One of the most common complaints we hear from our clients is that navigating the Vtiger system is too difficult for their sales team and wastes their representatives time.  Some sales people find it so complicated that they completely avoid using their company database. For this reason, having your most important customer information on one […]

Vtiger 7 Feature: Related Record Count is Now Standard

New users of Vtiger 7 are greeted with improved features on every page.  One of these features is the related records count represented by a purple icon with a number located inside the color.  This icon informs the viewer of the number of related records with a quick glance at the top of most of the pages on the […]

Vtiger CRM and HIPAA Compliance

In case you are interested, Vtiger On Demand is HIPAA compliant and you can learn more here.  In addition, we can help you become HIPAA compliant in hosting Vtiger open source.     Contact us to learn more or for help with your Vtiger database. [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]

Vtiger 7 Tips & Tricks: “I Can’t Get Back to My Previous Screen”

On any related list in Vtiger 7 Open Source, a pop-up window appears when you click on the related list. Clicking the back button on your web browser will not bring you back to the last page.   Exit the pop-up window and return to the previous screen by: Clicking the X button in the upper right […]

Vtiger 7 New Feature: Multiple Dashboards

Now Vtiger 7 Open Source allows you to create multiple dashboards.  This addresses the needs of Vtiger users who have various roles in their business.  For example, if a Vtiger user is both in project management and sales, they can create a dashboard for project metrics and a dashboard for sales metrics. Multiple Dashboards Perfect for organization […]