Unless your records consist of a single data sheet, Importing data to a CRM system like Vtiger can get complicated very quickly. If your source database contains relational data, such as activities/calendar items linked to contacts or opportunities linked to organizations, our Vtiger database professionals can help you get your data imported efficiently and painlessly. We have […]
Logging data in Vtiger is a complex process. Many forms need to be filled out and dozens of records need to be searched through. Along the way, errors can occur. But with Boru’s Vtiger Data Tips & help, we can always correct your Vtiger data at any time. We recently had a client who created […]
Here at Boru, we strive to keep our customers up to date with all aspects of Vtiger. Today, we came across a Vonage announcement of a new integration with Vtiger. The integration known as VonageConnect allows businesses to link Vonage with Vtiger. VonageConnect features include: log call data desktop call routing one click dialing automatic call logging desktop address book integration […]
If you are a distributor or manufacturer then you may be interested in our latest customization. The challenge was to create a way for users from different companies to interact with the same product data set. Our client manufacturers a niche product and is diligent in maintaining their inventory. They wanted to provide a way […]
There are businesses that Boru works with that process a lot of orders (could be invoices or sales orders), and they need efficient ways to interact with those orders. We have created a vtiger summary view widget that displays orders that have already been completed, along with important information such as the order name, the […]
In Vtiger there is a lot of options to isolate data between roles using permissions. One of the latest modifications we completed was for a client who wanted to expand on this. In this use case, the client wanted to monitor modifications in a contact record. This client operates as a call center with many […]
In Vtiger, if you want to update a field by using an equation you are more likely to need to refresh your window in order to see the updated field. This is something our client did not want to endure, he wanted to have a function that will update the field if any of the […]
A client wanted to keep track of the total worked hours from tasks that are linked to a project in Vtiger. The requirements were to not use formulas, nor use a workflow. The solution was to create a field and a script that will keep track of the “Worked Hours”. The field “Total Case Hours” in the […]
We have done this Sales Order to Purchase Order customization in various forms for many clients and it is a great time saver. They rave about it. Each client has done it slightly differently but here are the basics: Click on the Sales Order (or Quote) to Create a PO. The products (not services) are […]
