Vtiger News: 7.1 Feature – Follow a Record
Vtiger version 7.1 RC is ready (read announcement here). Each day this week, we will post about the improvements, starting with the ‘follow a record’ feature. How Do You Follow a Record? First, click the star icon to follow a record. Located: a) ‘All’ record list views b) Individual records (see images for comparison) Why Should Users Follow a […]
Vtiger News: Vtiger 7.1 RC Edition Published
Satish announced this morning that Vtiger 7.1 Release Candidate (RC) has been published. The Release Candidate build means Vtiger is close to releasing their final product. We will follow up with informative posts about each new feature and posts about the details of bug fixes. “Hi All, We would like to update you that Vtiger community edition V7.1 […]
Vtiger 7 Feature: Improvement from Vtiger 6 – Product Record has an ‘Active’ Default
Vtiger 7 now has the improved default feature of ‘Product Active’ when you create a product record. In Vtiger 6, the default was ‘Product Inactive’ and this was often confusing to users because the product record they had just made was not available to select. See the difference below. Contact us to learn more or for help with […]
Vtiger Customization: Boru2Gmail – Save Emails to ‘Opportunities’ and ‘Tickets’ Modules
Recently, we created customizations for Boru2Gmail that will eventually make it to our standard application. Currently, our app allows you to attach emails to your ‘Contact’ records in Vtiger. We went even further with this capability. Now, this client can link the contact’s emails to related ‘Opportunities’ records, related ‘Tickets’ records, and the standard ‘Contact’ […]
Vtiger Customization: Don’t Compromise Your Vtiger Set Up – Create Custom Modules
Do you have unique business needs that the standard Vtiger modules (i.e. Contacts, Invoices, etc.) do not address? There is no reason to settle for a module that does not fit your data or to cram excessive fields into one record. Most people have no idea that custom modules are easy and affordable to create and […]
Vtiger Tips & Tricks: Change the Terms and Conditions in Any Module
Sometimes you need different “Terms and Conditions” than what is already provided in Vtiger modules. It is quick and easy to update this. 1. Go to CRM Settings: 2. Click Inventory > Terms and Conditions: 3. Select the module you want to make a change in, by using the picklist next to ‘Select […]
Vtiger App: Quick Call History is Ready for Vtiger 7
You may be a fan of our Quick Call History App. We are happy to share the news that this app is ready for Vtiger 7. The Quick Call History App achieves the following: Enter notes on the call history Add date & time of call Schedule follow-up call Achieve all of this in any module record […]
Vtiger Integration: PayPal for One-Step Payment Process
PayPal is one of the largest online companies for payment transactions and many companies use both PayPal and Vtiger CRM. With our app, users can make payments through Vtiger with the simple click of a “Pay Invoice” button and the information will sync with PayPal. Users can then view the information on a related list of Invoice […]
Vtiger Customization: Price Books – Make Quoting Simpler
Our client needed a faster way to create quotes in Vtiger so we created a capability using Price Books. The goal is to have specific price books load in related quote records so they can easily create the quote and have accurate prices for their customers. How Are Specific Price Books already Populated on the Quotes Record? […]
Vtiger Training: How to Set Up a Workflow
Built-In Workflows Workflows provide a powerful way to reach your customers, support your customers, and set internal reminders with automated protocols. You can set any conditions (If X, then Y) to achieve varying work tasks. Examples of How Workflows are Used: Trigger email / text follow-ups to an original email / text Send an email/text follow-up […]