Vtiger User Signatures and Email Templates
Are you looking for a way to customize your email signature in Vtiger? Maybe you have 20+ Email templates and 20+ Vtiger users. What do you do to manage the email signature? It’s crazy to think that you’re supposed to fit a signature like this one: into a field that looks like this: We are […]
Vtiger Tip – Auto-Add Signatures to Emails
On Vtiger Support Calls / Training we get asked a lot of detailed questions on using email in Vtiger. It’s important to know about the email signature in the user preferences in Vtiger. If your users fill in that field, the signature will be automatically added when using the Vtiger internal email composer to send emails. […]
Vtiger 7 Report – Duplicate Prevention
There is a really nice duplicate prevention capability in Vtiger 7 (as seen in Vtiger On Demand). The nicest aspect is that you can set the duplicate check criteria (up to 3 fields) and the system will proactively check dupes as contacts are created across many different areas in vtiger including: Full form – create […]
Vtiger Tip – Grouping Organizations Together
Vtiger Tip – Grouping Organizations Together in a Parent Child Hierarchy Using the Member of Feature of Vtiger This is a simple but lesser known feature of Vtiger. Based on the vtiger training I do, less than 25% of users know about it. You can put an organization in edit mode and link it to […]
New Features in Boru2Gmail, a Chrome App for integrating Vtiger and Gmail
In case you missed it, Boru2Gmail is Boru’s latest integration for Vtiger and Google Apps and it’s been a big hit with Beta testers. Boru2Gmail is a Chrome App that brings the power of Vtiger right into your Gmail sidebar. As you click on emails in your Inbox, Boru2Gmail matches the email address against those […]
How to sync 26,000 contacts from Vtiger to Google
One of our flagship modules is the Google ContactSync for Vtiger. It allows you to sync contacts from Vtiger to Google Contacts and then vice versa, Google Contacts to Vtiger. It’s an easy to use module that can be uploaded through the Module manager. You can run manual syncs or you can add a task to […]
Auto-Updating Counties by Zip Codes in Vtiger
Recently, one of our clients approached us with the customization request to keep the county information up to date on his contacts in Vtiger. What we came up with was a module that will check the zip code inputted and will automatically update the county field in Vtiger. The way it works is when contacts are: […]
Vtiger Best Practices – Calculate ROI with Vtiger
When we are doing Vtiger consulting, we get a lot of questions about tracking marketing expenditures and calculating ROI. We also get a lot of questions about sealing the leaks in the sales funnel but I will cover that in a later post. Using Vtiger to calculate ROI of your marketing investment is surprisingly simple. […]
Simply the Best Sales Graph for Vtiger Dashboard
The Boru Sales vs Goal graph for the Vtiger Dashboard is simply the best sales graph you can use. Check out these screen shots. Shows % Above or Below Goal Green , Yellow, Red based on % of Goal Sales Manager Sets the Goals Drill down or see team summary Mouse over to see details. […]
Vtiger Customization – Multiple Users per Activity
I wrote a blog post about 3 months ago on this topic and gave some klugey work-arounds to help vtiger users with the tough issues of linking more than one user to an activity in Vtiger. We just did a couple customizations that addressed this issue elegantly: create an appt and add users via the […]