Vtiger Customization: HUD – All Organization Activity in One Place + Filter It by Opportunity
Sometimes salespeople ignore how beneficial it is to enter all data into Vtiger because of the time it takes to go from one record to another for the same Organization. If your company is losing opportunities because of lack of information in your CRM, this Head-Up Display (HUD) we created for our customer could help solve […]
Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields
Key Fields are shown at the top of the summary view in most module records. This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more. “Key Fields” section in an Organization Record: It is simple to personalize what fields are shown. How to Set It Up: Go to the following location Settings > CRM Settings […]
Vtiger News: Vtiger 7.1 Features in the Works
Vtiger’s developer, Satish, announced that Vtiger 7.1 features will be released in the next few weeks. We are excited about this news but also would love to see the list of bugs in the Vtiger 7 version addressed first. Note from Satish: “Hi All, We would like to update you that we […]
Vtiger Customization: Automate Your Appointment Schedule Process
Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process. The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves. A link is in the email, and once clicked, it brings up a representation of their calendar […]
Vtiger Widget: Quick View of Key Metrics
If you are not currently using the key metrics widget on your Vtiger dashboard, consider adding it as soon as possible. Your CRM is meant to help your business run efficiently and this handy widget tracks how your business is doing overall by displaying current data. Examples of some live count metrics to keep track of: […]
List of Apps and Integrations Converted for Vtiger 7
Hi everyone, we have converted the following apps and integrations for Vtiger 7 and will continuously update this list. *QA = Quality Assurance Quick Call History Drag N’ Drop Vtiger Payments Activity Clock – *QA Digital Signature – *QA Email Linker – *QA Boru Vtiger Work Flow – *QA Google Calendar Sync – *QA Google Contact Sync Google Drive […]
Vtiger Customization: Set a Default Dashboard for Your New Users
Systems administrators, what do you think new employees see on their dashboard when they log into their Vtiger? You may not have known this, but they see nothing. The dashboard is blank for every new user. We worked with a company to customize their Vtiger dashboard and avoid this problem. First, we found which widget […]
Vtiger 7 Feature: Tags or Picklists? Manage Your CRM in the Best Way
Picklists and tags contribute the same data to your CRM, but which option is more consistent and useful? In short, we believe picklists create a better data structure when used correctly and allow effective marketing, workflows, and business flow processing. A detailed comparison is in the attached chart. Tags may be more likely to subvert […]
Vtiger 7 Tips & Tricks: Cool New Feature – Headers
Don’t waste time by searching to find commonly used data. Instead, customize your Vtiger headers so that this type of information is at the top of the page to save time. An example of this would be to set phone numbers in the headers of contact records to shorten the time it takes to make a call. Go to Module Layouts […]
Vtiger Customization: HUD Sales Tool to Quickly Update & Oversee Opportunities – All on One Page
Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue. Instead of going through the long data-entry process across multiple pages, […]