Vtiger App: Drag & Drop Docs is Ready for Vtiger 7

It’s been a while since we mentioned our Drag & Drop Docs app that allows you to upload multiple documents to a record at once .  We are happy to announce that it is ready for Vtiger 7.  View our product page here. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” […]

Vtiger 7 Resource: New Features but Not Necessarily Better Than Vtiger 6

There are many cool new features in Vtiger 7, compared to Vtiger 6, and we wrote about it here.   At the same time, some of the changes are new and intriguing, but not necessarily improvements.  Here a list of posts we have written on this subject, and customizations we have made. Vtiger 7 New Features, […]

Vtiger 7 Resource: Changes and Improvements from Vtiger 6

Vtiger 7 has been out for a many months now, and we have written all about it during this time.  In this article, you can access resources about some differences between Vtiger 7 and Vtiger 6.  Read the following to learn about the new changes and improvements.  Vtiger 7 Improvements from Vtiger 6: Create a User-Friendly […]

Vtiger 7 Bug: Global Navigation Sub-Menu Does Not Work on Smaller Touchscreen Devices

We want to quickly state that sub-menus in global navigation do not appear on some smaller touchscreen devices.  This is due to a lack of hover ability on these devices.  Although we have not tested it out, code.vtiger.crm has a post about this issue and a potential workaround here.  This works for most devices, but not every […]

Vtiger 7 Feature: Control Your Email Signature with Toggle Checkbox

The new toggle checkbox in Vtiger 7 helps users avoid adding a second signature in their email compose window.  While emailing in Vtiger 6, users had no way to tell if their signature was present and this often caused them to add the signature again so it appeared twice in emails.  This new feature not only makes it […]

Vtiger Feature: Adjust Maximum Text Length in List View

Shorten or lengthen the text in list view in both Vtiger 6 and Vtiger 7.  It is a nice way to either condense the information and view more records on one page or lengthen the text to view the complete title in list view.  Go to CRM Settings > Configuration > Configuration Editor Image: Configuration Editor Image: Text […]

Vtiger 7 Feature: Pin Icon – Add Shortcuts to Settings Homepage

Systems administrators can add shortcuts to the settings homepage in Vtiger 7 with the new pin icon.  Now you have quick access to the settings you work with the most. Simply click on any pin icon in the “CRM Settings” side navigation to add a shortcut Shortcuts appear beneath the “Settings Shortcuts”   Note: You can also click the […]

Vtiger 7 Feature: New Modules with Summary View

Summary view gives you the ability to quickly assess your records in Vtiger, and you can tailor them by picking key fields that make sense for your company.  (Learn how to modify the key fields by reading this post.)  Summary View in Vtiger 7: Every module that contains a summary view will also have the “Eye” icon […]

Vtiger 7 Feature: Today Button on Date Picker

There is a small but handy new feature that allows you to set dates for today. In Vtiger 7, you simply click on the “Today” button located below the calendar, instead of having to scroll or manually enter today’s date like you do in the Vtiger 6 date picker. Vtiger 6 Compared to Vtiger 7 […]