Vtiger News – New Release of Vtiger Mobile App
Vtiger President Sreenivas Kanumuru mentioned in a recent email that the new release of their Vtiger Mobile App will roll out in April, but due to API considerations, the new release will support only Vtiger On-Demand customers. We hope that it will be available soon for Vtiger Open Source users too. The new release is expected […]
Vtiger list views in ascending or descending order
Sometimes it’s the little things that get us. Sometimes everything works as you would expect but just a little change would save you time and aggravation. We’re commonly tasked with changing the sort order of a related list of items. Here’s a small example of this. Let’s say you were working with Organizations and in […]
Take Control of Scheduling with Boru’s Vtiger Calendar Replacement
We all love Vtiger but let’s face it: the stock Calendar module leaves much to be desired. For power users that require more flexibility, Boru offers Vtiger Calendar Replacement. Boru’s Calendar Replacement offers advanced features similar to the familiar and easy-to-use Gmail Calendar: Drag and drop appointments Invite Contacts with a standard, familiar iCal request […]
Using Vtiger info to use in an App
We are currently working on an App that links Vtiger and the App together, thus having a greater range of use. Currently, when are pushing the contacts from Vtiger to the App, the contact contains a Zip Code. With this Zip code we are able to use in multiple locations within the App. Some of […]
Vtiger 7 Report – Forecasts
Sales forecasting in Vtiger is an important sales management function. Vtiger 7 (as seen in the current Vtiger on demand) has a very functional, though not too exciting, forecasting capability. It would be nice for Vtiger to incorporate some more graphics, but hopefully that is coming. At the top of the screen, you can see the aggregate […]
Vtiger Best Practices – Sales Forecasting
I was recently engaged in a Vtiger CRM consulting discussion about sales forecasting and how it is supported in Vtiger. For many sales forces, forecasting is a great thing, however I need to point out that Vtiger 6.X has zero forecast reporting. None of the dashboard graphs show the discounted sales amount based on the […]
Vtiger Tip – Adding Live Chat
One of our clients who has a lot of users asked us to set up a live chat app so their vtiger users could chat with the sys admin if they have questions. It was simple to install and it is a free app for the basic plan – https://www.smartsupp.com/. I think this would not apply […]
Vtiger Email Linker
The Boru Vtiger Email Linker is designed as a replacement for the Vtiger Email Converter. I was talking to a client about the Email Linker today and he decided to purchase it because of the unlinked email processor that is included. The standard Vtiger Mail Converter does not inform when an email does not link you […]
Tips for Vtiger Email Templates
Users who wish to create visually appealing Vtiger email templates often experience frustration as they attempt to apply styling to their templates. This is especially true of common business documents that use complex grid layouts, such as Purchase Orders. The WYSIWYG editor available in stock Vtiger is a fine tool but often simply falls short of […]
Quicker Searches for Products on a Quote or Purchase Order
Do you use Vtiger Quotes or Purchase Orders often? Do you have a big product database? Save yourself from having to open multiple tabs or constantly navigating away from a quote or purchase order just to find the Product name. Many of our clients have large product databases and often times online merchants focus on […]