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 7 Feature: New Modules with Summary View
Summary view gives you the ability to quickly assess your records in Vtiger, and you can tailor them by picking key fields that make sense for your company. (Learn how to modify the key fields by reading this post.) Summary View in Vtiger 7: Every module that contains a summary view will also have the “Eye” icon […]
Vtiger 7 Feature: Spend Less Time Scrolling – New “Search” Button Location in List Views
The list view “Search” button location moved from the right side in Vtiger 6 to the left side in Vtiger 7. Vtiger 6 requires the users to scroll to the right every time they click the “Search” button in a list view with many columns. Vtiger 7 avoids constant scrolling by locating the search button […]
Vtiger 7 Feature: Create a User-Friendly “All” Default List View Search with New Editing Tool
Vtiger 7 has a new feature that gives you the ability organize “all” default list view columns. This tool is not available in Vtiger 6 and is a nice improvement. Get the most out of this feature and streamline the search for your CRM users by configuring the order of columns from the most commonly used to […]
Vtiger App: Protect Your Data with Field Encryption
Is there sensitive and private data in your Vtiger CRM? If so, it is important to note that Vtiger does not have the capability to encrypt fields. This means that if a hacker gains access to your server, they can read the data in your Vtiger MySQL database. The data is presented in the same way […]
Vtiger 7 Feature: Today Button on Date Picker
There is a small but handy new feature that allows you to set dates for today. In Vtiger 7, you simply click on the “Today” button located below the calendar, instead of having to scroll or manually enter today’s date like you do in the Vtiger 6 date picker. Vtiger 6 Compared to Vtiger 7 […]
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: Tailor Your Module Layouts with the Key Fields, Headers, and Related List Columns
Vtiger 7 now provides a variety of ways to tailor your module layout by using the “Module Layouts & Fields” settings, but did you know the layout of key fields, header fields, and related lists are connected to one another? How the Layouts of Key Fields, Header Fields, and Related Lists Interact: The “Header” section and […]
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 Customization: HUD – All Organization Activity in One Place + Filter It by Opportunity
Sometimes salespeople ignore how beneficial it is to enter all data into Vtiger because of the time it takes to go from one record to another for the same Organization. If your company is losing opportunities because of lack of information in your CRM, this Head-Up Display (HUD) we created for our customer could help solve […]