Customization – Vtiger Workflow for Reminders
If your team has a lot of detailed tasks that need to be completed in a timely, disciplined manner, you may be stressed out by trying to manage your operation. Keeping track of tons of events/deliverables can get difficult. Sometimes approaching deadlines go unnoticed, and can even be missed completely. One of our clients recently came to […]
Vtiger Tips and Tricks – Custom Approach to Taxes for Invoices
Every business is different — sometimes businesses even have unique needs for invoicing. That’s why we love working with Vtiger, because it’s so easy to customize. So don’t feel stuck if you’re not satisfied with your standard Vtiger PDF maker’s invoice — Boru can help with any Vtiger support. Related: Boru Vtiger Payment App Standard Vtiger has a […]
Vtiger News – Vtiger President says “Open Source is essential”
When it comes to Vtiger On Demand versus Vtiger Open Source, some developers are concerned that Ondemand is getting more updated features than open source. Vtiger President Sreenivas Kanumuru said in an email that Vtiger open source has not been forgotten and continues to be an important component of the Vtiger brand. “Open source is essential […]
Vtiger Service Feature – Fencebuilder App
Since we have a variety of clients from all different kinds of business, we often get the opportunity to create groundbreaking technology for clients. We were recently tasked with creating a Fencebuilder App — an exciting technology that allows a more efficient sales process for both prospects and sales teams. What makes this app so unique is the […]
Customization – Trucking – Logistics Implementation of Vtiger
Here at Boru, we have helped a wide variety of companies who specialize in different industries. Recently, one of our clients who specializes in freight shipping and trucking in Illinois came to us in hopes that we could help them become more organized with their shipping schedules and reports within Vtiger. Our job was to create a Vtiger platform […]
Vtiger News – Vtiger 6.5 Code Freeze
With the Vtiger 6.5 code freeze yesterday, it seems that the release of Vtiger 6.5 is on schedule for July. Here are some highlights of the Vtiger 6.5 release: Allows Core Classes Overriding (This will be of interest to Vtiger developers) Default calendar view per user – Each user can choose a default Calendar View with the new […]
Vtiger Tips and Tricks – Document Upload Issues
We recently had a client who was having trouble uploading documents into Vtiger. As we researched it, we determined it was a Vtiger bug of sorts. We were surprised that we haven’t heard about this from more clients since it should impact all Vtiger 6.4 builds on PHP >= 5.3. Our developers were able to […]
Service Feature – Importing Relational Data to Vtiger
Unless your records consist of a single data sheet, Importing data to a CRM system like Vtiger can get complicated very quickly. If your source database contains relational data, such as activities/calendar items linked to contacts or opportunities linked to organizations, our Vtiger database professionals can help you get your data imported efficiently and painlessly. We have […]
Customizations – Converting Vtiger Tickets to Leads
Our Boru professionals always strive to make our clients’ Vtiger experience more efficient. We recently had a very unusual request. A client asked us to help his team create leads from tickets. When the support team hears certain buying signals, he wants them to initiate a cross-sell for one of his other companies. Creating the lead will ensure someone […]
Vtiger Tips and Tricks – Vtiger Bugs – Permission Failure on History Widget & Email Sharing
Every day here at Boru, we help provide solutions to our clients for a variety of Vtiger issues. We recently had a client who came to us about a Vtiger email bug. Our Boru professionals were able to find a solution to the problem. With standard Vtiger, there is a bug in the permissions for the history widget […]