Vtiger 7 Feature: Use Tooltips / Mouseover for Helpful Tips on Features

If you are using your CRM for the first time, it is difficult to absorb every feature instantly and achieve your management goals.  One way to speed up your learning process is to employ mouseover ‘help’ icons near features that require explanation.  Simply hold your mouse over the icons and helpful tips will appear on your screen.  […]

/0 comments

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 […]

/0 comments

Vtiger 7 Feature: Create a User-Friendly “All” Default List View Search with New Editing Tool

Vtiger 7 has a new feature that gives you the ability organize “all” default list view columns.  This tool is not available in Vtiger 6 and is a nice improvement.  Get the most out of this feature and streamline the search for your CRM users by configuring the order of columns from the most commonly used to […]

/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
1 2 3
top