Vtiger Best Practices – Heads up Display
Just like a fighter pilot, employees can benefit from a heads up display in their CRM system. Vtiger has gone a big step in that direction with the summary view on 6.x, but you should be very aggressive in trying to get the 90% information into the heads up display of the summary view. With […]
Vtiger Customization – Create PO from Sales Order
We have done this Sales Order to Purchase Order customization in various forms for many clients and it is a great time saver. They rave about it. Each client has done it slightly differently but here are the basics: Click on the Sales Order (or Quote) to Create a PO. The products (not services) are […]
Vtiger Best Practices – When to Use an Opportunity Record in Vtiger
I am regularly asked in Vtiger training / consulting sessions, “Should I use opportunities as part of my sales process in VtigerCRM?”. There are trade offs — sometimes the answer is simple and sometimes it’s complex. Some things to take into account: Never lose track of the fact that sales people hate doing sales tracking […]
Vtiger Integration with UPS Shipping
A couple of our clients recently took advantage of our ability to integrate with UPS Shipping. We have a lot of experience doing customizations with Vtiger and UPS and have saved our clients money and made them more efficient by giving them a one click to create a shipping label. It grabs the ship-to address on […]
Banners and other graphics to dress up your Vtiger CRM
One request we get a lot here at Boru is from Vtiger users who want to upgrade the look of their CRM. Unfortunately, configuring the look of Vtiger in the open-source edition is largely limited to selecting a theme color and logo file. This is often unsatisfactory for clients that wish to project a polished […]
Syncing Contacts to FOE and Back
We are working on this project for a client that requires to keep track of contacts and of any changes that are made to it. In order to achieve this, we were able to connect Vtiger to the FOE so when any edits are made to the FOE, the contact stored in Vtiger will be […]
Vtiger Best Practices – Managing Ticket Escalations
Someone asked me recently about doing a daily report of over due tickets to manage ticket response performance. There is nothing wrong with that. Generally it gives visibility to the success/failure of the support team. But there are better ways to do it. The report will soon be ignored. You should deliver the info in […]
Vtiger Best Practices – Escalations
I do a lot of training and consulting sessions for vtiger on workflows that involve escalations. The managers often look at Vtiger workflows as a magic solution to all their follow up problems. If a scheduled call is left unattended for XX days, “Send the sales rep and the sales manager an email!”. It is a […]
Vtiger Tip – Modules on the Calendar
I received a support request the other day asking about how to get Vtiger Projects to appear on the Vtiger Calendar. The answer is Project start and end date. Here is a run down on all the modules. Project (start and end date) Opportunities (Expected close date) Support End Date (Contact’s support end date) Date […]
Protecting your Data in Vtiger
If you use Vtiger then you have data. Some of this data is sensitive in nature. It could be that the data is only sensitive to the public but in some cases this data may be exclusive to only certain members of your organization. So what steps can you take to protect this data? First […]