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 Customization: Automate Your Appointment Schedule Process
Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process. The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves. A link is in the email, and once clicked, it brings up a representation of their calendar […]
Vtiger Customization: Set a Default Dashboard for Your New Users
Systems administrators, what do you think new employees see on their dashboard when they log into their Vtiger? You may not have known this, but they see nothing. The dashboard is blank for every new user. We worked with a company to customize their Vtiger dashboard and avoid this problem. First, we found which widget […]
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 Customization: Boru2Gmail Google Chrome Extension
Many Vtiger users also email customers through Gmail, and like most people, will have a lot of back and forth when transferring information. Using Boru2Gmail, a Google Chrome extension, links the two accounts and streamlines the customer data. In the last week, we provided a Boru2Gmail customization requested by a customer that was tailored to their specific business demands. It created […]