This is a description of a great automation/customization we did for a client to automate billing of their Tickets/Jobs in Vtiger and then sync the invoices Quickbooks. We set up a cron job to run on the first of every month. This triggers the creation of invoices from jobs. The program checks each contact for […]
We are now offering Vtiger Paypal Integration
[note] One of our clients requested a custom telecom billing integration so we designed a vtiger customization that connects via API to the admin portal for the third party phone system he uses. For each account record in vtiger, it grabs the billing information for each phone and pulls it back to vtiger. Then it […]
[note]One of our clients ships many packages per day via UPS and asked us to help integrate their Vtiger with UPS. Here’s what we built for them:[/note] [rev_slider ups][gap size=”” id=”” class=”” style=””] Connected their Vtiger to their UPS account via the UPS APIs Added a “Create Shipping Label” button to the transaction list view (Opportunities […]
We completed a customization recently for a client in which we helped them do EDI Export and Import for VTiger. Here are some highlights of that we did: Add a button on the PO screen “Send PO via EDI” that will allow the user to send the EDI file for the PO to the correct Vendor in the […]
