Vtiger Customization: Tokenization for PCI Compliance
PCI compliance is extremely difficult to achieve through Vtiger, but don’t worry! There is an easy way to keep your customer credit card data secure when customers purchase something through your CRM. Tokenization is a simple solution where credit card information is converted into a secure token (unique id symbols) by a service provider company. This token is linked to […]
Vtiger Customization: Automatically Convert Currency on Invoice
Our client has a wide range of customers from around the world who use different currencies. This made invoicing a difficult process where our client had to change the price on each individual invoice. To automate this process, we created a tool that: Converts the currency price on the invoice through the use of a pick […]
Vtiger Customization: Auto-Reload via Credit Card for Prepaid Services
Our client uses Vtiger CRM to process payments from customer credit cards for their services. We simplified the process with a customization that auto-reloads users’ funds via their credit card and maintains a positive balance in the account. How does the customization work and why is it important? When the balance hits the threshold point, a predetermined […]
Vtiger Customization: Find the Correct Result with Improved Typeahead Tool
While typeahead search results are helpful, the tool can filter multiple suggestions with the same name. This forces you to guess the correct result or search in Vtiger to find the correct result. To avoid this problem, we created an improved typeahead results tool: Additional information is added next to the initial suggestion to easily identify […]
Vtiger Customization: Contact and Lead Facebook Integration
Our client wanted an easy way to understand their customers so they can provide them with the best service possible. To address this, we built a Facebook integration in their Vtiger CRM. You can manually enter a contact or lead Facebook URL in a field while editing the record page. Now, they can access their […]
Vtiger Customization: Personalize Login Homepage and More
We were working with a customer who wanted their Vtiger homepage to represent their company. Without giving away too much information, they wanted the background of the login page set as an artistic photograph and Boru quickly coded this for them. We also personalized their Vtiger CRM by including their logo in the tab. Instead of having […]
Vtiger Customization: Sync a Vtiger Contact to Google Contacts in One Click
Recently, we created a tool for a client that keeps Google Contacts current with Vtiger contact data. By simply clicking a button, the contact information from Vtiger syncs with Google Contacts. Other clients needed to sync contact information, not only from Vtiger to Google but also from Google to Vtiger. We developed an application that uses […]
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. […]
Vtiger 6 Customization: HUD Tool that Combines Customer History Similar to New Vtiger 7 Touchpoints
We created a HUD tool for a customer (read about HUD pages here) that combines the email history, phone call history, and comments in Vtiger 6 into one section so contact history is easy to review / track. They are listed in chronological order. We also do this customization in Vtiger 7 because although the […]
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 […]