Vtiger Photo Widget: Scroll Through Custom Gallery Viewer
The custom Vtiger Photo Widget makes image management simple to use within Vtiger. The Gallery Viewer Widget shows picture previews (thumbnails) of the most recently added images to that record. We created this customization for clients who save a lot of photos on their records and want to easily access them. In Vtiger standard, users […]
Vtiger 7 Feature: Theme Paintbrush No Longer Available
The theme paintbrush allows users to change the color theme in Vtiger 6, but this feature is no longer available in Vtiger 7. We realized this when a client was interested in migrating their data to Vtiger 7, but did not want to lose the theme capability. They use the paintbrush to differentiate between their multiple businesses and […]
Vtiger Customization: Automatically Get Your Previous “All” List View Search Entry Back After Clicking On a Record
We created a search capability that allows you to keep your previous search parameters from the “all” list view after clicking on a record. You simply have to press the back button on your webpage to get back your search entry. For example, let’s say you wrote “Nick” in the name field of the search […]
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 Customization: Improved Filters for Activities Widget on Dashboard
If your company deals with a large amount of calendar events, it can be helpful to have more sorting capabilities than the standard Vtiger Upcoming Activities widget. We created an Upcoming Activities widget with more filters to help a client quickly find event records. Improved Capabilities in the Upcoming Activities Widget: The largest improvement in our Activities […]
Vtiger Customization: Track User Logins and Logouts
We created a tracking capability for a Vtiger client that generates a record every time a user logs in or logs out. This gives administrators, and whoever else, access to a CRM logging report for company users. The Record Shows: User’s name Date and time of each action Type of action = log in or log out Contact […]
Vtiger Customization: Pinned Modules Improve Vtiger 7 Global Navigation
Many people love the global navigation in Vtiger 6 and how the modules stay at the top of the screen. We created a feature in Vtiger 7 that pins our client’s most useful icons to appear when users login into Vtiger. This way the modules are easy to find and navigate. We also created unique modules […]
Vtiger Customization: Calculate Distance from Location A to B in Any Module
To help address a time-wasting task for a client, we created a distance calculator customization. The client is a shipping carrier company and calculates shipment distances + time between two points repeatedly during the day. They needed a faster way to do this, so we used Vtiger’s exisiting fields and created a tool. The distance calculator produces […]
Vtiger Customization: Track Packages with One Click
Our client ships hundreds of packages a month, and needed a quick way to track shipments and confirm deliveries. We directly linked the tracking information for every shipment to their Vtiger by making their custom tracking number field a clickable HTML link (see image). The link automatically brings up the package tracking information and this feature can appear in any […]
Vtiger Customization: AutoPay – Automate Recurring Payments via Credit Card
Several of our clients use Vtiger CRM for credit card transactions to receive payments for their company’s goods and services. And some of those companies charge their customers a consistent, periodic fee on Vtiger. How do they avoid invoicing and chasing payments? We created a recurring payment capability on their CRM that automates the periodic payment for every […]