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 7 Tips & Tricks: Mystery Solved for Pop-Up Screen of Related List

Have you encountered the pop-up when clicking on a related list record? We were confused how to get to the full record but discovered there are two ways. One requires going to the pop-up screen and the other requires opening the full record in a different tab. Get to the related record’s full page: From […]

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 […]

Vtiger News: Vtiger 7.1 Features in the Works

Vtiger’s developer, Satish, announced that Vtiger 7.1 features will be released in the next few weeks.  We are excited about this news but also would love to see the list of bugs in the Vtiger 7 version addressed first.    Note from Satish:   “Hi All,   We would like to update you that we […]

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: Cool New Feature – Headers

Don’t waste time by searching to find commonly used data. Instead, customize your Vtiger headers so that this type of information is at the top of the page to save time. An example of this would be to set phone numbers in the headers of contact records to shorten the time it takes to make a call.  Go to Module Layouts […]

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 […]