Vtiger Tips and Tricks – Sending a Group Email in Workflow
Whenever our clients have questions or issues, we work our hardest to get answers and results. We recently had a client who was experiencing issues when sending emails to a group in Vtiger. Our Vtiger professionals were able to find a workaround to help this client. The client wanted to trigger a workflow that sends an email […]
Vtiger Alert – Non Critical Security Patch for Vtiger 6.4
Vtiger announced a non critical security patch for Vtiger 6.4. This patch addresses minor xss and non-admin access control issues shared by security advisories. Even though it’s not critical, we’re going to apply it to all of our hosted 6.4 builds. Follow this link for downloading information. If your Vtiger system isn’t managed by Boru and you […]
New Feature – Vtiger Google Maps Integration
Here at Boru, we’re always looking for new ways to improve our clients’ Vtiger experience. We recently released a new version of the Vtiger Google Maps Integration, which allows clients to view Vtiger data at a glance. With this enhanced mapping view, users can now select records from a list view and with one click, selected list items will appear on […]
Boru Service Feature – Vtiger Discovery Process
Every single day, Boru professionals help clients use Vtiger more efficiently. From our support team to data migrations, we have the tools and the knowledge to streamline your Vtiger system. We know running your business takes time, and time costs money. That’s why we offer a Vtiger Discovery Process — a service that helps you make better […]
Vtiger Tips and Tricks – Data Corrections
Logging data in Vtiger is a complex process. Many forms need to be filled out and dozens of records need to be searched through. Along the way, errors can occur. But with Boru’s Vtiger Data Tips & help, we can always correct your Vtiger data at any time. We recently had a client who created […]
Customizations – Kanban View
If your company has hundreds of records, sifting through Vtiger can get pretty complicated. Our team wanted to provide an easier way for users to view multiple records. To do this, we improved our client’s Kanban View. Our client’s Kanban view allows the user to have the option of viewing records on a more compact screen and […]
Product Feature – Opportunity Screen Contacts Widget
It’s no secret — sales professionals hate CRM systems. Here at Boru, we feel your pain. Since sales teams are always looking for an easier way to enter data, we try to remind our clients about some some nifty widgets that sometimes go unnoticed — like the Opportunity Screen Contacts Widget. When viewing the Opportunity screen summary […]
Vtiger with Google Apps for Business – A Great Combination
Keeping track of calendar events on multiple devices can be complex to set up and manage. We recently had a client who was using GoDaddy email with Vtiger and was looking for a seamless way to keep track of calendar events. Like many of our clients, he has a smart phone, tablet, laptop and desktop PC. He […]
Vtiger Customization – Organizing Your Defaults Widgets on the Dashboard
Recently, a client asked us to help with a way to keep default widgets on the dashboard more organized. Some companies have dozens of default widgets, which can definitely get confusing. Our developers came up with a way to show each individual the dashboard tiles that are most relevant based on their role within the Vtiger system. […]
Boru Featured Products – Reminder Module
We recently had a client purchase our Vtiger reminder module because he needed a way to stay up to speed with reminders within Vtiger. We installed it and helped him get up and running. It was great to see what a big improvement it made for his work in Vtiger. His initial interest was driven […]