Vtiger News: Vtiger Version 7.1 is Here in January!
Vtiger 7.1 will be here in January and Satish has just sent out the following details. “Hi All, We are happy to announce that we are going to release the Vtiger community edition version 7.1 in January. We would like to appreciate your valuable contributions and validation towards this release. Following are the […]
Vtiger Customization: Complete Invoice PDF Description Directly through Vtiger Module
With an easy-to-use “Add Comment” button on the Sales Order module, our client can add a description to invoice PDFs (see image). Now, their invoice PDF is complete without having to leave Vtiger and they avoid having to add the description manually. This capability mimics the comments function from other products, such as Quickbooks. Contact us to […]
Vtiger Integration: Authorize.net Financial Module with Filtering Capabilities
We created an Authorize.net integration for Vtiger that allows our client to keep track of customer payments within their CRM. Authorize.net provides a secure and reliable payment process and simplifies a large part of our client’s business. We went even further with this integration by making a “Financial” module that has many filtering capabilities. They can […]
Vtiger Customization: Policy Search & Edit Form for Increased Productivity
We often create specialized customizations for clients that address their exact needs and improves overall productivity. Our client who works with policies has constant status changes to those policies. This then affects many of their contact records in Vtiger because they have to search for each contact who has that policy and change the statuses one […]
Vtiger Integration: Five9 – Data to Evaluate Your Sales Team’s Productivity
An integration between Five9 and Vtiger is a nice way to evaluate each salespersons’ productivity. How Do You Track the Agents Sales Productivity? First, data from the lead vendor is posted to the client’s Vtiger and when it posts, it gets put into the Five9 dialer. Then, Five9 has dialing algorithms so when someone picks up the […]
Vtiger Customization: Quickly Download All Documents in Related List at One Time
In standard Vtiger, you have to download each document individually. This was time-consuming for our client who has large amounts of documents in their related lists so we added a “Download All” button. When the button is clicked all the documents on the “Documents” related list will download into a zip file. Contact us to […]
Vtiger Integration: Scheduler App for Field Service Jobs
Businesses who do service work out in the field have a higher level of scheduling required than the standard Vtiger calendar provides. This scheduling app simplifies the process of sending employees to job sites for the employee and the business. How does the scheduler app generally work? The calendar shows every employees’ schedule so you […]
Vtiger Customization: Vtiger 6 – Edit and View Comments on One Page in List View of Records
Our client fills their Comments field in list view with large paragraphs, and wanted the ability to edit it and read the comment without having to scroll to the right. To address both of these issues, we customized the field in two ways. Customizations in Vtiger 6 List View: Hover-edit capability – add or change the comment in list view […]
Vtiger Integration: Eliminate Entering Data Twice with Our Quickbooks App
It’s been a while since we talked about one of our best selling apps, the Quickbooks app. It provides non-financial people, especially sales teams, the ability to add financial data without altering any current information in the accounting system. The app also helps avoid entering data twice because it directly syncs your Quickbooks with Vtiger and […]
Vtiger Customization: Icons – Identify Record Type in List View in a Glance
We added additional icons to a customized address widget for a client. With these icons our client can identify, at a glance, what the record type is while looking at it in list view. Address Type: Primary address (represented by a house icon) Mailing address (represented by an envelope icon) Contact us to learn more […]