Boru Vtiger Workflow Problems Solved
This week it was brought up to our attention by a client that the module “Boru Workflow” was not being triggered properly. At first, the problem was thought to be the conditions or even the stages since the save action does not work properly in newer Vtiger versions, so we fixed that. So after further digging […]
Modified WordPress Shortcode
I worked on a project that was slightly out of the ordinary for us here at Boru. Mostly we customize and support Vtiger, but for this project we created a WordPress site with a great many customized ecommerce features. One of my favorite customizations was altering a product list shortcode so that it would save […]
Vtiger Tickets with WYSIWYG
One of Vtiger’s strong points is the trouble tickets system. The majority of our clients use VTigers tickets to support their end customers support topics. Recently one of our clients needed a way to format the comments and solutions in a more advanced method. They needed their replies to be structured but also be easy to […]
Workflow Problems In Older Versions of Vtiger
A problem that one of our clients brought to light was that workflows were not executing its tasks properly. For instance, the client told us that he made a workflow that would send emails out, every time the ticket is set to a specific status. Even if at first glance you think that it would […]
Vtiger Integration with Slack Messaging App for Teams
Here is a description of our customization/integration of Vtiger with Slack messaging app for teams. When a new user is created in VTiger, the system automatically adds as a user in Slack. On any record in VT, you can click to add a new slack (topic) channel, add users (now or later), click save. A […]
Customizing tables and graphs in your CRM
Last week, I wrote how we are able to show different tables and graphs that allows the users process their data differently. This time around, I am going to further explain how we can tailor it to your needs. As I have mentioned in my last post, we are able to make tables and graphs of the […]
Operate in Vtiger Offline – Part 2
Part 2 of the Vtiger offline order entry app. If you haven’t already, Click here to read part 1. One of the requirements for the offline order entry app was an appointment list. As you may recall, the tricky part of this app is that it has to work both online and without a network connection. […]
Displaying graphs and tables in your CRM
If your CRM contains a lot of data and you would like to have a better sense of what it means, adding tables and graphs can be a great solution. We had a client that wanted custom dashboards in order to show his data into tables and graphs. In order to do this, we had […]
Vtiger Pay Pal and Authorize.net Integration – Pay by Email – for Franchise Companies
We already have PayPal integration with Vtiger as well as Authorize.net integration with Vtiger. But a client of ours recently asked for us to help them email invoices out to clients with a link embedded that would allow to client to pay by clicking the link and popping open a payment page that connects directly […]
Vtiger Setup for Franchisees
Worked with a company to set up vtiger for a company that uses a franchise ownership setup. Here is what we did to help them user vtiger to support their operations: set up permissions in Vtiger so the franchisees could not see each other’s data we helped them with Vtiger reporting and Vtiger dashboards so corporate can have a global view and […]