Vtiger Customization: Track Packages with One Click
Our client ships hundreds of packages a month, and needed a quick way to track shipments and confirm deliveries. We directly linked the tracking information for every shipment to their Vtiger by making their custom tracking number field a clickable HTML link (see image). The link automatically brings up the package tracking information and this feature can appear in any […]
Vtiger Integration: The Ultimate Solution to Avoid Duplicate Addresses
Is your database littered with duplicate addresses? We have an address management solution that prevents duplicate addresses in your Vtiger CRM by utilizing the USPS database. The integration perfects entering addresses in the following ways: Avoid duplicate addresses One valid standardized address in your CRM – employees can not enter the same address location in slightly […]
Vtiger App: Boru Replacement Calendar Ready for Vtiger 7 + List of Improvements
Our replacement calendar app is ready for Vtiger 7 and has a wide range of improvements. (See the product page here). What are the improvements in the Web Calendar app? 1. Select Any Color Value for the User Color Blocks 2. Enhanced Timeline View – Set Timeline View on Calendar to Your Company Work Hours In timeline view, the calendar […]
Vtiger Feature: What is the Vtiger Module ‘Our Sites’?
Even with experienced Vtiger users, there are still exciting features to discover. Our Sites is a Vtiger module that not many companies utilize, but could potentially be valuable to them. It is located under ‘More’ in the global navigation in Vtiger 7: What is this Module? Our Sites is a fun tool where you can add a […]
Vtiger Customization: AutoPay – Automate Recurring Payments via Credit Card
Several of our clients use Vtiger CRM for credit card transactions to receive payments for their company’s goods and services. And some of those companies charge their customers a consistent, periodic fee on Vtiger. How do they avoid invoicing and chasing payments? We created a recurring payment capability on their CRM that automates the periodic payment for every […]
Vtiger Customization: Tokenization for PCI Compliance
PCI compliance is extremely difficult to achieve through Vtiger, but don’t worry! There is an easy way to keep your customer credit card data secure when customers purchase something through your CRM. Tokenization is a simple solution where credit card information is converted into a secure token (unique id symbols) by a service provider company. This token is linked to […]
Vtiger App: ElasticSearch Ready for Vtiger 7!
ElasticSearch is now ready for Vtiger 7! While the look is the same as the Vtiger 7 standard search, elasticsearch is more efficient and easy to use. As review, here are key differences between ElasticSearch and Vtiger standard search: Further reaching search engine – You can search any field within Vtiger: the standard search only allows for […]
Vtiger 7 Feature: Duplicate and Create a New Filter
Vtiger 7 added the duplicate filter feature, so users can create a brand new filter faster. In past versions, even if the new filter was almost the same as an old filter, users had to recreate every condition again. Now, users simply duplicate the filter and edit the few conditions that are new. Example of […]
Vtiger Customization: Automatically Convert Currency on Invoice
Our client has a wide range of customers from around the world who use different currencies. This made invoicing a difficult process where our client had to change the price on each individual invoice. To automate this process, we created a tool that: Converts the currency price on the invoice through the use of a pick […]
Vtiger Customization: Widget Tabs to Find Data Faster and Save Space
Our client’s widget lists on Vtiger 6 were so long, they could not find the necessary data. We helped them avoid this issue by creating a tabbed widget that filters the data into tabs based on chosen conditions. The Widget Tabs: Save space – they take up less area on your screen because the data is in different […]