Vtiger Customization: Help Sales Reps Use Vtiger More Effectively with Head-Up Display
One of the most common complaints we hear from our clients is that navigating the Vtiger system is too difficult for their sales team and wastes their representatives time. Some sales people find it so complicated that they completely avoid using their company database. For this reason, having your most important customer information on one […]
Vtiger 7 Feature: What’s the Deal with Modal Pop-Ups?
Users will encounter modal pop-ups across Vtiger 7 that are a surprising and potentially confusing design choice because the box covers a large portion of the screen. This design may trick you into believing the pop-up is an entirely new web page, and in that case you will press the back button to view the previous page. This […]
Vtiger 7 Feature: Related Record Count is Now Standard
New users of Vtiger 7 are greeted with improved features on every page. One of these features is the related records count represented by a purple icon with a number located inside the color. This icon informs the viewer of the number of related records with a quick glance at the top of most of the pages on the […]
Vtiger 7 Tips & Tricks: “Details” “Edit” “Delete” Options
Vtiger 7 made a small change of location for the “Details” “Edit” “Delete” options. In Vtiger 6 they are located in separate icons, and in Vtiger 7 they are located in the three dots icon (see image below).
Vtiger 7 Feature: New Improved Global Search
Vtiger 7 has a new global search that appears on your current screen as a pop-up box. This can be helpful when you want to quickly preview information about a contact, organization, etc., but still remain on the same web page. Compare this to Vtiger 6 where you can only see one piece of […]
Vtiger 7 Tips & Tricks: Calendar Location
There is a small change with the location of the calendar in Vtiger 7. It was located on the global navigation picklist in Vtiger 6.5, but now can be found by clicking the small calendar icon in the upper-right hand corner.
Vtiger 7 Feature: Task Management Screen
Vtiger 7 has a new task management screen where you can assign priority from high to low. The tasks are instantly transferred to your calendar. Click the “Check Mark” icon in the upper-right hand corner to get started. We will have a series of blog posts about all the fun new features in the […]
Vtiger Integration: Five9 Contact Center Software
We have provided customers with Five9 to Vtiger integrations to help with their double input of information and the time it takes them to transfer data from one software to another. Our Five9 to Vtiger integration helps with the following: Avoid double input or misplacement of information by having Five9 data instantly transferred to Vtiger […]
Vtiger App: Mapping Tool to Prevent Wasted Time
Whether in the office or on the road, the extra time it takes to create a travel route to multiple customer locations is not always possible. To help avoid this wasted time, we created an app that: Saves you from losing the time it takes to create a creating a travel route. Populates company locations […]
Vtiger App: Conditional Fields
Boru created a Conditional Layout Field app for a customer who has large amounts of fields in their Vtiger modules, but not all of the fields apply to the data being entered. For example, they have many fields in their Customer module, but have customers who are in different categories and require different fields to […]