Google Contact User Guide
[accordions] [accordion title=”Google Apps Integration”] In order for your Contacts to sync – you have to check “ContactSync” checkbox. It is checked by default. Revoke – To remove your Google account from the sync module. Update – To update your Google token. [/accordion] [accordion title=”Trigger Sync Manually”] When clicked – selected vTiger contacts will be […]
Google Calendar User Guide
[accordions] [accordion title=”Google Apps Integration”] In order for your calendar to sync – you have to check “CalendarSync” checkbox. It is checked by default. Revoke – To remove your Google account from the sync module. Update – To update your Google token. [/accordion] [accordion title=”Trigger Sync Manually”] “Sync to Google” – all vTiger events will […]
Google Maps User Guide
[accordions] [accordion title=”vTiger Module Settings”] Select The Module – This is where you select the module you are configuring. All the settings above and below the drop downs are related to the selected module. After you update the settings make sure you Save them. Included In the Panel – If “Yes” then object will show […]
Google Docs User Guide
[accordions] [accordion title=”Google Docs Settings”] It will list all modules in your current vTiger. Select modules in which you want to show Google Docs Sync widget. [/accordion] [accordion title=”Sync vTiger to Google and Vice Versa”] When you are on a module, there is a widget of this module “Google Docs Sync”. Click to Add Google […]
Boru Email Linker User Guide
This is a summary flow chart to help you understand how the email linker works: Enhanced Email linker is a tool which will help you to track and link the emails which are not linked to any vTiger entity. Basic functions: 1) You can filter the emails based on the user who sent/received emails. 2) […]
Boru Drag and Drop Documents User Guide
[accordions] [accordion title=”Boru Drag and Drop Document Settings”] Go to “Settings” > “Boru Drag and Drop Doc”. This displays the main control panel for the module. Select Modules in which you want to show Drag & Drop Document widget. [/accordion] [accordion title=”User Guide”] Go to record (Accounts, Contacts, Quotes,…) that you want to insert documents […]
Constant Contact Integration User Guide
[accordions] [accordion title=”API Key”] In order to use this module, you’ll need a standard API key for your Constant Contact Account. Instructions for requesting a key can be found here [/accordion] [accordion title=”Configure Constant Contact Integration”] Open vTiger Mouse over the “Settings” icon Hit “CRM Settings” Click on “Module Manager” Select “Custom Modules” Tab Click on […]
Boru Activity Clock User Guide
[accordions] [accordion title=”Activity Clock User Guide”] Once installed, go to the module’s Settings page to select which modules you would like the Activity Clock to appear within. Once you have selected the module(s) that you wish the Activity Clock to appear in, the Activity Clock will automatically appear on those modules’ detail view. Start the […]
Vtiger Advanced Search User Guide
Select the Module Select the module which you want to include in the search. In the “Include in The Search” dropdown, select “Yes”, and it will include the selected module in the search. You can also remove the selected module link from the top vTiger menu. Set “Replace Menu Link” to “yes”, and instead of […]
Boru Digital Signature User Guide
[accordions] [accordion title=”Digital Signature User Guide”] 1.Go to the quote module and open a quote in the quote list view. 2.Click Request Signature and select the email to send the signature request to. 3.The email will be sent to the email address selected. 4.Open the email and click “here” and go the page. 5.Review the […]