Vtiger Customization: Automatically Create a Contact Record from Email Form
Our client needed to transfer large amounts of contact information into Vtiger, and unfortunately, could not use web forms to automate the process. To help avoid manually entering data, we made an email scraper that creates a record from an email form. It takes character information related to an anchor like “first name:” and fills […]
Vtiger Customization: Efficiently Schedule Contractors and Workers
When you sell a product or service, you need a work process to get it out into the world. We help improve your Vtiger and execute those work processes in the most efficient way. Recently, we had the opportunity to help two clients with very different business models by creating similar tools for scheduling jobs with contractors […]
Vtiger 7.1 News: Continuously Improving + GA Release in Sight
Most of the bugs have been addressed in the past few weeks and the developers are finishing up on the remaining issues. In the next week, Vtiger will be taking feedback from the community to plan for the 7.1 GA release. Here are a few exciting updates announced today: Non-admin users can change the passwords […]
Vtiger Customization: Google Maps – Know Information About a Company in a Glance
We customized our client’s Vtiger Google Maps so the visual markers represent businesses by type and revenue. For example, the business is: Type = Manufacturer and appears as a Star marker Revenue = $ 500,000.00 and appears as a color orange marker At a glance, you can see that the orange star marker on your Google Maps […]
Vtiger Customization: Track Individual Asset Conditions and Keep Them Connected to Sales Order
Large and expensive products are not easy to replace, so it is valuable to track the details of each individual product your company sold. To help our customer, we developed a system that keeps an accurate record of each asset. Here is a brief example of how it works (Vtiger steps in bold): Three tractors are in your […]
Vtiger Integration: Phone Parser – Add Large List of Phone Numbers at One Time
With a phone parser integration, you can add a large list of phone numbers at once. Even with different input formats, the numbers will output in the same format in your Vtiger. We created this integration for a client so they can easily add phone numbers by placing a list into the phone parser text […]
Vtiger App: Create a Credit Note PDF Directly in Vtiger
There are a variety of reasons your company may use credit notes, from damage in goods to delivery of the wrong product, but with the Credit Note app you do not have to create the note in an outside program. Where Can You Create a Credit Note in Vtiger? Using the Credit Notes extension and PDF Maker […]
Vtiger 7.1 News: 100+ Improvements
Thanks to the hard work of Vtiger’s developers, over one hundred issues have been fixed this week. This post highlights some key improvements. New Vtiger 7 task management capability follows Vtiger standard permissions UI percentage field type now accepts both positive and negative numbers Multiple ‘My Dashboard’ dashboards do not appear when you create new […]
Vtiger Extensions: Click to Call for Increased Productivity
You can make calls from your computer or hardware phones with Click to Call extensions, and you can make them directly in Vtiger. Phone numbers are hot-linked in Vtiger records, Google, and Skype. How Does this Improve Your Productivity? Click to Call saves the valuable time it takes to dial the phone and if […]
Vtiger Customization: Managing Backorders in Vtiger
Our client asked us to customize a backorder solution and we created an automatic shipment record function. A shipment record is initially created when the Vtiger user converts a quote record to a sales order record. Shipment records keep track of the time each item was shipped, while the parent order shows the overall total. The sales order […]