Vtiger Customization – Referral Widget for your Contacts
We had a project for one of our customers where he wanted to have the ability to track referrals in Vtiger. In order to do this, we created a widget that has two buttons, “Referred To” and “Referred By.” If you want to track who referred a contact, you go to that contact and click […]
Vtiger 7 Report – New Global Menu
Vtiger 7 (as viewed currently in Vtiger On Demand) has a new Menu button that, when clicked, shows you all the nav options in one screen. It does not seem that big a deal, but they must had a lot of requests for it because they are touting it on social media etc. It’s not a […]
Vtiger Best Practices – Appts, Calls or ToDos
I get support/training questions about this regularly. When should I use an appointment versus a call versus a todo – they are all calendar items? The answer is actually very simple: Related: Comments from Activities If you will stop doing what you are doing when the specific time arrives, and start doing that activity — […]
Vtiger Tip – Portal Encrypted Passwords
A little know fact about the Vtiger client portal is that the passwords are not encrypted. Allan Lord recently gave the Vtiger community a solution for this. It’s on track to be included in 6.5. Alan has noted some issues with what the version that is queued in 6.5, but hopefully it will get worked out prior […]
VTiger Gmail Integration Tip – View and Add Comments
Many users don’t realize that while you are viewing the Gmail email, you can open the Boru2Gmail Chrome App window to view the Vtiger comments that are linked to that contact. And you can add linked Vtiger comments from the Boru2Gmail Chrome App as well.
Vtiger Best Practices – Sales Manager Dashboards
Unlike sales people (who should really be follow up list zealots), sales managers can really benefit from dashboards. I am going to expand my definition of dashboards to filters and reports — you will see why later. Managers have to determine every day, “What do I spend my time on that will improve the results […]
Vtiger Best Practices – Dashboards in the Sales Process
Throughout my career, I have encountered many, many sales people and sales managers who believe that dashboards will magically improve their results. It never works out for them. Dashboards can improve sales but the users have to think of them the right way. We will start with sales people and cover sales managers tomorrow. Sales […]
Vtiger Gmail Integration Tip – Add the Gmail Email to Vtiger
One of the best features of the Boru2Gmail — the chrome app for Vtiger Gmail integration – is the the capability to add the Gmail email to Vtiger. With one click, you can add the email body and attachment to Vtiger — linked to the contact who sent the email. See the video below for […]
Vtiger Best Practices – Use Comments or Activities
I get support and training questions regularly about the best strategy for managing follow up. There are a couple important factors in making a good decision. Do you need: ‘heads up’ display of notes? Comments are good at this. Activity notes are buried and take about 10 clicks to see 5 notes inside activities. disciplined […]
Vtiger 7 Report – Pipeline Funnel Graph
In Vtiger 7 (as viewed currently in Vtiger On Demand) they have the classic pipeline funnel which has been missing on the Vtiger Open Source dashboard. It has a picklist select to filter by users and groups. That is a nice feature that I hope gets carried to the other dashboard tiles. It is worth noting that […]