Vtiger 7 Tips & Tricks: Small Change for Advanced Global Search
Vtiger 6.5 and Vtiger 7 have the same advanced searches, but they have different buttons to activate the pop-up. Vtiger 7 uses an arrow symbol for the button instead of the word “Advanced”, and the image below shows a quick comparison of this difference. Contact us to learn more or for help with your Vtiger database!
Vtiger 7 Feature: New & Improved Tag Function
Vtiger 7 has vastly improved the functionality of tagging compared to the Vtiger 6 CRM, and there are four new functions beyond adding a tag. Four New Functions of Vtiger 7 Tags: View of current tags chosen for the company, contact, etc. Ability to choose from tags already populated in the Vtiger system. Public tag option […]
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 7 Feature: Can’t Turn Off Tag Function Anymore
Vtiger 7 does not allow you to turn off the tag function like previous Vtiger versions did. Stay tuned, we will have future posts about tagging in the database. Contact us to learn more or for help with your Vtiger database! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button
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 Feature: What’s the Deal with Modal Pop-Ups?
Users will encounter modal pop-ups across Vtiger 7 that are a surprising and potentially confusing design choice because the box covers a large portion of the screen. This design may trick you into believing the pop-up is an entirely new web page, and in that case you will press the back button to view the previous page. This […]
Vtiger 7 Feature: Related Record Count is Now Standard
New users of Vtiger 7 are greeted with improved features on every page. One of these features is the related records count represented by a purple icon with a number located inside the color. This icon informs the viewer of the number of related records with a quick glance at the top of most of the pages on the […]
Vtiger 7 Tips & Tricks: “Details” “Edit” “Delete” Options
Vtiger 7 made a small change of location for the “Details” “Edit” “Delete” options. In Vtiger 6 they are located in separate icons, and in Vtiger 7 they are located in the three dots icon (see image below).
Vtiger 7 Feature: New Improved Global Search
Vtiger 7 has a new global search that appears on your current screen as a pop-up box. This can be helpful when you want to quickly preview information about a contact, organization, etc., but still remain on the same web page. Compare this to Vtiger 6 where you can only see one piece of […]
Vtiger 7 Feature: Task Management Screen
Vtiger 7 has a new task management screen where you can assign priority from high to low. The tasks are instantly transferred to your calendar. Click the “Check Mark” icon in the upper-right hand corner to get started. We will have a series of blog posts about all the fun new features in the […]