Elevating Organizational and Contact Management in Vtiger with Boru’s Custom Hierarchy Feature

Harnessing Vtiger’s Standard Features for Enhanced Hierarchy Visualization

At Boru, we continuously strive to enhance the functionality of CRM systems, tailoring them to meet the specific needs of our clients. Our recent work with Vtiger CRM demonstrates how we can leverage and enhance its standard features, like the ‘Member Of’ field in organization records, to create more efficient and insightful user experiences.

The ‘Member Of’ Field in Vtiger

Vtiger’s ‘Member Of’ field is a standard feature that provides a hierarchical view of organizations. This feature is particularly useful for understanding the relationships between different organizations within a larger entity. For instance, it allows users to indicate that one organization is a member of another, offering clarity on organizational structures within the CRM.

Boru’s Customization: Extending Vtiger Hierarchy to Contacts

While Vtiger’s standard functionality offers a hierarchy view for organizations, we at Boru identified a similar need in the contacts module. We developed custom programming that mirrors the hierarchy feature in the contacts view. This enhancement enables users to see the hierarchy of contacts within an organization, clearly displaying who reports to whom.

Customization Features:

  • Hierarchy in Contacts: Our custom code allows users to visualize the reporting structure among contacts, showing connections like assistants or accountants reporting to a primary contact.
  • Field Customization: We have tailored the fields displayed in this hierarchy view to suit specific client needs. This includes showing relevant information like job titles, office phone numbers, and primary emails alongside each contact.
  • Enhanced Organization Hierarchy: We’ve also refined the organization hierarchy feature to include direct links to relevant contacts, making it easier for users to navigate to specific contact records from the organization hierarchy view.

Benefits of Boru’s Customization:

  • Improved Navigation and Understanding: Users can easily comprehend the structure of organizations and the relationships between different contacts within them.
  • Time and Energy Efficiency: This feature streamlines the process of identifying key individuals within an organization, particularly useful for new users who are unfamiliar with the company’s structure.
  • Custom Tailoring for Specific Needs: By adapting and extending Vtiger’s Hierarchy, we provide solutions that are precisely aligned with our client’s unique operational requirements.

Conclusion: Boru’s Dedication to CRM Excellence

This project exemplifies Boru’s commitment to enhancing CRM systems like Vtiger to cater to the specialized needs of our clients. By customizing and extending the capabilities of Vtiger’s standard features, we empower businesses with tools that provide a deeper understanding of their organizational and contact structures. Our goal is to ensure that our clients have access to a CRM system that is not only functional but also intuitively aligned with their business processes. With Boru’s innovative solutions and hosting, Vtiger CRM becomes more streamlined and insightful.

Interested in learning more? Let us send you an email.

Recent Blogs

Popular Blogs