Vtiger App: Boru2Gmail – Quickly Use Email Templates from Vtiger in Gmail
Do you create a large amount of email templates for Vtiger? You may be interested to know that you can load Vtiger email templates in your Gmail account. How can you easily load Vtiger email templates into Gmail? Using the free Boru2Gmail app, your Vtiger email templates are available in a picklist in Gmail. At the bottom section […]
Vtiger 7 Feature: Search Related Module Fields with a Custom List View
You can view related module fields in the list view search of another module by creating a custom list (filter). This could have a wide range of benefits for your search capabilities. Confused about what it means? See the example below of the ‘Organization Name – Shipping Address’ field in a ‘Contacts’ list view search. […]
Vtiger Tips and Tricks: Easily Make a Packing Slip
If your business ships products to customers, packing slips add an enhanced efficiency and discipline to your process. With the PDF Maker app, you can easily create a packing slip from your invoice PDF that is directly linked in your Vtiger CRM. Instead of having to create your packing slip outside of Vtiger each time, you […]
Vtiger App: PDF Maker vs. Vtiger’s Standard PDF
You may be familiar with Vtiger’s standard PDF option and that it is functional but is not flexible in style (unless you are a professional developer). The PDF Maker app is an adaptable tool that creates a variety of PDF documents from your Vtiger data. Our Boru team has been working with Vtiger for more than 8 […]
Vtiger News: 7.1 Feature – Your Website Visitors Can Attach Documents to Vtiger Webforms
Vtiger version 7.1 RC is out and final 7.1 product will be finished shortly! Read the list of new features here. ‘Attach File to Webforms’ Feature When setting up a webform in Vtiger, you can now give your website visitors the ability to send documents through one of your web pages. Prior to this improvement, your […]
Small Businesses Now Using the Mobile Process for Field Service + Digital Signature Example
Do you work on the road visiting different sites or houses? If you do, then you know transferring information is a long process that causes double the work effort to enter the data. It can look something like the following chart: Make this process can quicker and more accurate with a few mobile Vtiger capabilities. From large […]
Vtiger 7 Tips & Tricks: How to Edit Activities in Related List View
‘Activities’ related list view does not have the standard ‘Edit’ button that every other related record has in the top right-hand corner. There are two easy workarounds to edit the ‘Activities’ records. When in the ‘Activities’ related list view, select the ‘Edit’ pencil Or right click on the record and click “open link in new tab” to view the full record and edit […]
Vtiger 7 Feature: Fixed Position ‘Save’ & ‘Cancel’ Buttons When Adding or Editing Record
When you edit any record in Vtiger, the ‘Save’ & ‘Cancel’ buttons always remain on your screen, even while scrolling. This is a nice improvement from the previous versions of the ‘Save’ & ‘Cancel’ button versions because you do not have to search or scroll for the button. It is especially nice on long forms […]
Vtiger Integration: Fishbowl for Enterprise Resource Planning (ERP)
We integrated Fishbowl with Vtiger for our client so the information is synchronized in both systems creating a smoother sales process. Their process is as follows: create the client record in Vtiger –> create the quote in Vtiger –> turn quote into invoice or sales order in Fishbowl –> sales order executed in Fishbowl With this integration, the information is updated […]
Vtiger News: 7.1 Feature – Duplicate Record Prevention
If you have not heard yet, Vtiger announced the release of 7.1 RC this week (here). We want to give a little more detail about the ‘duplicate record prevention’ feature. This feature is a wonderful capability that has been passed down from Vtiger On Demand. It keeps your database clean by preventing new duplicate records. How Does ‘Duplicate […]