Vtiger Customization: Change Field Type From Single-Select Picklist to a Multi-Select Picklist

Sometimes small feature changes can make a large difference for your everyday use of Vtiger.  We helped a client create better records by changing the field type.  We changed single-select picklists to multi-select picklists, and this provided them with accurate records.   Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” icon=”fa-comments” […]

Vtiger 7 Feature: Tags or Picklists? Manage Your CRM in the Best Way

Picklists and tags contribute the same data to your CRM, but which option is more consistent and useful? In short, we believe picklists create a better data structure when used correctly and allow effective marketing, workflows, and business flow processing. A detailed comparison is in the attached chart. Tags may be more likely to subvert […]

Vtiger 7 Feature: Picklist Color Field Values

Vtiger 7 added a new feature that allows you to assign meaning to your picklist.  The field values are provided by Vtiger and you can assign them in any module in your CRM.  Some examples of field values for the Contacts module are “Cold Call”, “Trade Show”, “Direct Mail”, and more.  Create meaning of your […]