As we delve into the realm of tailored CRM solutions, it’s become evident that the cookie-cutter approach isn’t always the key to unlocking the full potential of a CRM system. My name is Matthew Kruze from Boru, and today I’m thrilled to share our journey in customizing roles within Vtiger CRM, a testament to our expertise in crafting solutions that extend beyond conventional boundaries.
The Power of Customization in Vtiger
Vtiger’s open-source nature comes with an array of permissions capabilities, notably ‘roles’—allowing you to assign sets of permissions correlating with positions within your company. In practical terms, this could mean distinguishing what a salesperson, CEO, or support user can see and do within the system. This feature creates an environment where new users can seamlessly adapt to the system with predefined roles that align with their functions.
Beyond Standard Capabilities
Despite the robustness of the standard roles within Vtiger, we often encounter scenarios where our clients’ unique requirements eclipse these default settings. In response, we roll up our sleeves and delve into the heart of Vtiger, wielding programming to unveil custom roles that redefine limits. Through targeted coding, we’re able to refine what users see on their screens, perhaps constraining access to certain modules more precisely than what’s achieveable with out-of-the-box Vtiger roles.
A Custom Role Showcase
For instance, one of our clients approached us with an intriguing request. They needed a role for third-party users—external participants they wished to furnish with specific data yet keep detached from the internal workings of their organization. We crafted a custom role named ‘Platinum 2’.
Imagine the elegance of a user with the ‘Platinum 2’ role logging into Vtiger—directly navigating to a reports page meticulously curated just for them. Their world within our CRM is streamlined; no modules other than reports play any role in their Vtiger experience. We’ve refined their view further to spotlight only those reports that bear the ‘Platinum 2’ stamp in the title, subtly concealing all irrelevant data from sight.
User Interface Precision
Our attention to detail didn’t stop there. The user interface underwent our scrupulous scrutiny. Extraneous buttons that might invite the addition of reports or encourage pagination were stripped away. Even within the reports, we’ve restricted viewable details to safeguard the sanctity of individual records.
We understood the importance of keeping these third-party observers privy to the pivotal leads data for their reporting, yet we meticulously ensured they remained veiled from sensitive particulars—showcasing our capacity to curate a highly specialized segment of the CRM.
Tailored Solutions for Diverse Needs
This is just a singular illustration of our ability to weave programming prowess into highly personalized roles within Vtiger. The versatility of this approach is limitless, whether we’re creating roles that target specific opportunity stages or initiating users directly into action sequences that revolve around their tasks.
Embrace the Power of Custom Roles
Before you consider a custom role, I encourage you to explore the roles feature in Vtiger open source as your first port of call. It may well cater to your needs. But should you require a truly bespoke solution, reminiscent of the custom role we forged for our client, know that we at Boru are poised to embark on this creative journey with you.
We welcome you to reach out for a collaborative discovery session aimed at sculpting the perfect custom role for your enterprise, truly leveraging the Vtiger CRM’s potential to your unique fingerprint.
Thank you for joining me in this exploration of what customization in Vtiger can accomplish. If custom roles in CRM are on your horizon, allow us to bring your vision to life.
