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 Tips & Tricks: Control How Your Lists are Shared

Did you know you can share Vtiger lists in your database? It’s true, and you can share the list with everyone or control the sharing so only specific users can view it.     Share lists: With Everyone or All By Group of Individual Users (i.e. Marketing Group) By Role (i.e. CEO) Differentiating who to share a […]

Vtiger 7 Feature: Easy Navigation with Breadcrumbs!

In past versions of Vtiger, getting back to the previous page required a click on the back button and subsequently multiple clicks.   Vtiger 7 improved upon this with the breadcrumb feature that only requires you to click once on the preferred title to get back to previous locations.  We find this a simple, yet very helpful new […]

Vtiger Customization: Make it Easy for Your Sales Team to Update Opportunities

Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes. To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time.  With this […]

Vtiger 7 Feature: What is Up with the New Global Navigation?

Users now have more steps to get to their desired location from the Vtiger 7 global navigation.  While the navigation is more stylized than Vtiger 6.5, you have to click twice and scroll twice to get to the same location.   Take the “Organizations” page location as an example.  Only one step is required to […]

Vtiger 7 Tips & Tricks: Small Change for Advanced Global Search

Vtiger 6.5 and Vtiger 7 have the same advanced searches, but they have different buttons to activate the pop-up.  Vtiger 7 uses an arrow symbol for the button instead of the word “Advanced”, and the image  below shows a quick comparison of this difference. Contact us to learn more or for help with your Vtiger database!

Vtiger 7 Feature: Add Attachments on Comments

Vtiger 7 has improved commenting in the CRM by adding an attachments feature.  You can now attach related documents when you post your comments.     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 Feature: New & Improved Tag Function

Vtiger 7 has vastly improved the functionality of tagging compared to the Vtiger 6 CRM, and there are four new functions beyond adding a tag. Four New Functions of Vtiger 7 Tags: View of current tags chosen for the company, contact, etc. Ability to choose from tags already populated in the Vtiger system. Public tag option […]

Vtiger 7 Feature: Can’t Turn Off Tag Function Anymore

Vtiger 7 does not allow you to turn off the tag function like previous Vtiger versions did. Stay tuned, we will have future posts about tagging in the database.     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