Vtiger 7 Feature: Create a Custom List of Your Records
Creating a custom list of records is helpful when you use a specific group of records continuously in Vtiger. Instead of searching through the “All” List view, you are able to search through select records. Create a custom list: Click the “+” button next to the “Lists” title Add a condition that filters the records […]
Vtiger Feature: Merge Records to Manage Duplicates
Vtiger users can easily merge the duplicate records in both Vtiger 6 and Vtiger 7. This feature is even better in Vtiger 7 because users can merge records in the “All” list view. This allows you to quickly merge duplicates if you see them while working in “All” list view compared to actively searching out duplicate […]
Vtiger Customization: Contact and Lead Facebook Integration
Our client wanted an easy way to understand their customers so they can provide them with the best service possible. To address this, we built a Facebook integration in their Vtiger CRM. You can manually enter a contact or lead Facebook URL in a field while editing the record page. Now, they can access their […]
Vtiger Customization: Personalize Login Homepage and More
We were working with a customer who wanted their Vtiger homepage to represent their company. Without giving away too much information, they wanted the background of the login page set as an artistic photograph and Boru quickly coded this for them. We also personalized their Vtiger CRM by including their logo in the tab. Instead of having […]
Vtiger Feature: Bulk Transfer of Ownership for Contacts and Organizations
If you did not know before, you can avoid the tedious process of transferring the ownership of records, one at a time, by using the “Transfer Ownership” tool. This tool allows you to reassign ownership in bulk. Bulk transfer of ownership helps when an employee leaves the company, sales territories move, or responsibilities change for team members. Transfer […]
Vtiger Customization: Sync a Vtiger Contact to Google Contacts in One Click
Recently, we created a tool for a client that keeps Google Contacts current with Vtiger contact data. By simply clicking a button, the contact information from Vtiger syncs with Google Contacts. Other clients needed to sync contact information, not only from Vtiger to Google but also from Google to Vtiger. We developed an application that uses […]
Vtiger Feature: What Are Price Books and How to Use Them?
We noticed that many Vtiger users do not use the Price Books module. While the Price Books module does not make sense for every business, it may be valuable for the following uses: Special Pricing for important clients Price Book for distributors vs. Price Book for end client What is a Price Book and how […]
Vtiger 7 Feature: Pin Icon – Add Shortcuts to Settings Homepage
Systems administrators can add shortcuts to the settings homepage in Vtiger 7 with the new pin icon. Now you have quick access to the settings you work with the most. Simply click on any pin icon in the “CRM Settings” side navigation to add a shortcut Shortcuts appear beneath the “Settings Shortcuts” Note: You can also click the […]
Vtiger Feature: What Are FAQs and How To Use Them?
FAQ (Frequently Asked Questions) in Vtiger contains the answers to common client issues and keeps them in a centralized location. This allows the support staff to reference the FAQs and quickly reply to a customer who has a common question. Then, customers leave this interaction with a positive opinion of the assistance they received. One extremely important […]
Vtiger 7 Feature: Use Tooltips / Mouseover for Helpful Tips on Features
If you are using your CRM for the first time, it is difficult to absorb every feature instantly and achieve your management goals. One way to speed up your learning process is to employ mouseover ‘help’ icons near features that require explanation. Simply hold your mouse over the icons and helpful tips will appear on your screen. […]