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 Customization: HUD Sales Tool to Quickly Update & Oversee Opportunities – All on One Page
Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue. Instead of going through the long data-entry process across multiple pages, […]
Vtiger 7 Tips & Tricks: Effortlessly Change Your Default Landing Page
The dashboard is the default landing page / module chosen for you in Vtiger 7 and is the first page that appears when you log in, but it may not make the most sense for your daily CRM needs. Quickly change the default menu page by going to: Settings> CRM Settings> Configuration> Configuration Editor and […]
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 Tips & Tricks: Speed Up Your List View Load Times
If you have a large Vtiger database, you may experience slow loading time while in list views. If you want to speed things up, try this trick. You will need some database administration skills to do it or you can contact us for more help. Modify the sorting default for the Vtiger mysql database — […]
Vtiger Customization: Help Sales Reps Use Vtiger More Effectively with Head-Up Display
One of the most common complaints we hear from our clients is that navigating the Vtiger system is too difficult for their sales team and wastes their representatives time. Some sales people find it so complicated that they completely avoid using their company database. For this reason, having your most important customer information on one […]
Vtiger 7 New Feature: Multiple Dashboards
Now Vtiger 7 Open Source allows you to create multiple dashboards. This addresses the needs of Vtiger users who have various roles in their business. For example, if a Vtiger user is both in project management and sales, they can create a dashboard for project metrics and a dashboard for sales metrics. Multiple Dashboards Perfect for organization […]