VTiger Gmail Integration Tip – Activities Tab
The feature that makes Boru2Gmail such a great productivity tool for sales reps is the Activity tab. If you get an email from a prospect or client, and you want to check to make sure you have a follow up scheduled, you can click on the activity tab (see the video for details) and see […]
Boru’s Email Linker Adds All Your Company Emails Into Vtiger Linked to the Contact
I was talking to a client today who felt like their company was not coordinating well enough as a team — both in sales and operations. There are many facets to great execution but one aspect we talked about was visibility to client communications. Team members need to put good notes in comments and record […]
Vtiger 7 Report – New Tickets Dashboard (Support Insights)
Vtiger 7 (as viewed currently in Vtiger On Demand), has a tickets dashboard they call Support Insights. If you manage support via vtiger you will appreciate it. Here is a list of the dashboard tiles: Current Backlog Average Ticket Age # of Tickets Due in the Next Hour Backlog By Date graph Ticket Age graph SLA […]
Vtiger Gmail Integration Tip – Create New Vtiger Contact from Gmail
This is a pretty neat feature of Boru2Gmail. It allows you to create a new contact in Vtiger while looking at the contact’s email in Gmail. Boru2Gmail auto-fills name and email address You can link it to an existing organization using type ahead to find the existing organization Or keep typing to add a new, unique […]
Vtiger Cronjobs & Automation
Vtiger is a great way to track, interact and categorize your data. Once you have all of this data at your fingertips you now need a way to generate reports, sync data etc. So how do you automate some of these processes to save clicks or continue the stream of data? Since you’re reading this […]
Widgets that let you edit blocks of info directly.
We had a project a bit of time ago, where the client wanted to be able to edit certain blocks from an organization directly in the “Organization Summary” view in Vtiger. We were able to accomplish this by creating a new widget for the client that would appear on the “Summary View” page in Vitger. […]
Boru2Gmail – Vtiger Gmail Chrome App Gadget – New Release 1.1.0
We are releasing a new version of the Boru2Gmail – Vtiger Gmail Chrome App Gadget on Friday, February 5. Here is a list of what is in the release. Automated deployment of future releases Add and edit contacts Add new activities linked to the active contact/lead Add comments See invoice status in list view See activity […]
Vtiger 7 Report – Color Coding Picklist Values
There are Vtiger addon’s already that will help you color code whole rows based on logic. IMHO that is a little overwhelming on the eyes. I like the Vtiger 7 approach (as viewed currently in Vtiger On Demand), of color coding the field only. It’s easy to configure and it shows on all views of the […]
Vtiger 7 Report – Managing Columns in Module List Views
This is a small but nice Vtiger 7 feature – with a couple clicks you can control the columns in the standard list view for each module.
Vtiger best practices – Organizing and making follow up phone calls
Vtiger is a CRM, which means at it’s core it needs to do a good job helping you move clients through the marketing and sales cycles. Vtiger has a lot of strengths, but unless you develop a good strategy for how to use it, in the end, you will not have a good solution for […]