Vtiger 6.5 will be released in June/July – Vtiger 7 to Follow

I am re-posting a message from the President of Vtiger. I think this is generally good news and it reaffirms their commitment to open source. I am hopeful that in the long run the spillover from On Demand development into open source outweighs the effect of resources being focused away from open source. ———————- Vtiger […]

Vtiger Tip – What is the email tracking pixel?

One of our Vtiger support clients noticed a small dot like image on their workflow emails and asked us to help.  It is a little known aspect of vtiger — there is a tracking pixel inserted in all emails sent from vtiger (workflow emails, template emails, and emails composed on the fly). When the email […]

How to one-click change all product pricing on a Quote

Vtiger opensource crm comes with a “PriceBooks” module. While it certainly has it’s uses we find it to be cumbersome for certain applications. We received a request from a client to quickly set a markup percentage for individual quotes. Pricebooks was not an option. Here’s an example use case of what was required: Client’s database has […]

Vtiger Tip – Vtiger Mail Converter

We get a lot of support calls about the Vtiger mail converter.  Many people use it as part of Vtiger ticket processing, but there is a lot of confusion about pulling in emails to link to contacts/leads/organizations.  Here are some things to know. You can create a mail converter for your email account and pull […]

Vtiger Time Tracking: Keeping Track of the Worked Time of Tasks in a Project

A client wanted to keep track of the total worked hours from tasks that are linked to a project in Vtiger. The requirements were to not use formulas, nor use a workflow. The solution was to create a field and a script that will keep track of the “Worked Hours”. The field “Total Case Hours” in the […]

Vtiger 7 Report – Built in Email Marketing

I spent some time testing the built in email marketing capability in Vtiger 7 (as seen in Vtiger On Demand – VTOD) and I have to say I was very impressed.  We (Boru) make connectors for Constant Contact (CC) and Mail Chimp (MC) so I am very familiar with the flow and usability of those tools and […]

Vtiger Tip – Commas and Decimals Out of Place

We got this question on support call a couple times recently.  The client was seeing decimals and commas out of place.  The employees all swore they were entering the data accurately, but when the boss viewed it, the number were way bigger than they should have been. The issue was that one of the employee’s preferences […]

Test Vtiger Workflows Immediately

If you do a lot of workflows in Vtiger you know what a pain it is to create a workflow and then have to wait for the workflows to run in order to test it.  And you need to test every workflow to be sure they work perfectly. With our new app, once installed, you get a […]

Payroll Functionality Using Vtiger

A client approached us with a interesting request. They have field techs that log their hours as activities linked to orgs and sales orders.  We built s custom app for them to log their hours on their phones as straight time, over time, double time, etc.  They do their payroll using this data (which they […]

Vtiger Tip – Click Action for Email Addresses

I got a Vtiger support call from a client recently about click action on email addresses in vtiger.  When he clicked on an email address in Vtiger, it opened up the Vtiger email composer window versus his Outlook 365.  The solution is simple, uncheck the Internal Mail Composer field in user preferences.  when that is […]