Vtiger Integration: Verify Transactions with BluePay in WordPress Website
BluePay verifies customers’ credit and debit transactions made on your WordPress e-commerce website. This not only protects your company from fraud but also streamlines your record keeping in Vtiger. Any time a transaction is approved, a Vtiger record is automatically created with the contact’s information. Contact us to learn more or for help with your Vtiger CRM!
Vtiger 7 Feature: Set Default Value for Almost Any Field
If you have a field that requires the same information every time, you can use the ‘Set Default Value’ feature. This can be used in many situations. For example, if you always use the same shipping method for your packages, you can set it as a default. Simply go to Home>Module Management>Layout Editor to edit field properties. […]
Vtiger 7 Feature: Generate Purchase Orders from the Invoice Record
Streamlining Business Processes with Vtiger’s Automated Purchase Orders In the dynamic world of CRM, efficiency and automation are key to streamlining business processes. Vtiger CRM, a versatile tool for managing customer relationships, has made significant strides in this area, particularly with its capability to create purchase orders automatically. This feature, an integral part of Vtiger […]
Vtiger Training: Magnifying Glass on New Records
This feature lets you create a new record faster by pulling in data from other records. For example, if you were creating a purchase order you simply click on the magnifying glass to pull in address data from another record. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” […]
Vtiger 7.1 News: Final Release Date Announced
We received exciting news this morning from the Vtiger developers! If all goes to plan, the newest version of Vtiger will be here the first week of March. They have been hard at work updating the CRM and keeping the community informed. Read the full announcement here. Contact us to learn more or for help with your Vtiger CRM! […]
Vtiger Customization: Automatically Save Survey Results
As soon as a customer finishes and saves a form, the results will automatically save in Vtiger as a survey record. This process allows you to keep better track of your survey results. Here’s How the Customization Works: A transaction is completed Vtiger automatically sends a survey to the customer Once the survey is completed, the data is […]
Vtiger Customization: One-Step to Clear Search Columns in “All” List View
Vtiger’s clear search in “All” list view is not an intuitive process. First, you delete the text in the column search and then, press the green “Search” button to the left. To make this step faster for a client and save their time, we added a clear search button. You can see the button feature in […]
Vtiger Customization: Add Attachments to Workflow Emails
Currently, users cannot attach documents to their workflow emails. We added this capability to a client’s Vtiger workflow and now, they can select a “Choose File” button or a “Browse CRM” button to attach files. The “Browse CRM” button lets you choose any document from Vtiger. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” […]
Vtiger Customizations: Efficiently Communicate and Hire Contractors or Workers
In our last post, we went over the capabilities that help find outside contractors or workers to schedule jobs (here). Now, we will show you how to communicate the details through text or email without ever leaving Vtiger. Job Communication Through Map and Calendar Customizations: 1. Easily invite one or more workers through text/email by […]
Vtiger Customization: Finding Contractors or Workers Based on Location / Qualifications
We simplified the scheduling process by keeping all the steps required to find contractors or workers, inside of Vtiger. The scheduling process can be divided into two groups. 1. Find workers with the correct skills 2. Communicate […]