Boru Multiple SMTP Outgoing Server User Guide
Log into the CRM Find the drop down menu under the user name Select “OutGoing Sever” to set the SMTP settings User Video Reference Guide: http://prodl05php5.borugroup.com/web2project/user_images/images/YHAUSMAN/2014-03-26_1107.swf
Boru Tickets Replacement Users’ Guide
Notifications Events When one of these events occurs, a corresponding email notification will be sent if the following conditions are met: 1. The event is set to “On” 2. The notification within the event is set to “Enabled” (and saved) 3. The enabled notification is properly configured, with a valid subject line and body. Ticket […]
Home Service vTiger Users’ Guide
[accordions] [accordion title=”Search Module”] When you first log in, you’ll be taken directly to the search module. This customized search gives you the ability to search addresses and contacts from the same interface, and also displays the Appointments, Quotes, and Work Orders linked to each record. These appear as numbers to the right hand side […]
VTiger Workflow User Guide
Boru’s Workflow Module offers a powerful and flexible way to automate tasks within vtiger. The architecture of the module is based on the idea of Drip Campaigns, where a set of pre-written email messages are sent out to customers or prospects over time, based on logical conditions. The Boru Workflow Module expands on this idea […]
VTiger Quick History User Guide
[accordions] [accordion title=”Quick Call User Guide”] 1. After the installation, the module will appear on the records detail view. 2. Enter the notes of the call/follow up. 3. “Create Call History” is checked by default, when it’s checked it will create a completed activity with the #2 notes. The activity subject will be truncated to […]
Boru Quote Template User Guide
[accordions] [accordion title=”Create Quote Template”] Open any Quote in vTiger Click “Create Quote Template” in the “Actions” area New window will pop up and you will be able to create a “Quote Template” from the existing quote. Select the fields you want to save in the template Enter “Template Name” Save the Template [/accordion] [accordion […]
VT Call User Guide
VT Call is a tool which provides a streamlined interface for quickly processing a long list of calls. It gives you the ability to quickly access all of the information you need to make effective sales calls, and integrates seamlessly with the vtiger data structure. [accordions] [accordion title=”Activity Types”] VTCall can work using any standard […]
Round Robin User Guide
The Boru Round Robin module lets you easily assign new records to vTiger users in a highly flexible way, and provides feedback to let you know that they’re following up on the assignments. In order to start using the roundrobin module, follow the installation instructions carefully, then create a new vTiger user called “roundrobin.” For […]
GMail Contextual Gadget User Guide
Match Once you open up the email, if the sender is in vTiger, it will open “Match” tab, where the information from vTiger will be displayed. Name: Name of the Contact, you can click on it and it will open it in vTiger. Account: Name of the Account/Organization the Contact is linked to; you can […]
Boru User Defaults User Guide
[accordions] [accordion title=”Boru User Default Guide”] Uninstall module – this will completely remove the module from your vTiger build. [/accordion] [accordion title=”Manage from Template/ Allow Users to Manage”] Each section has an option to “Allow users to manage/Manage from template” it, or use the defaults set in the module. If you will check “Manage from […]