Integrating JSA Forms into VTiger: A Game-Changer for Hazardous Job Sites
The world of potentially hazardous jobs is fraught with challenges. From ensuring that workers are aware of the risks to ensuring that they’re adequately prepared for any emergencies, businesses in this sector have a myriad of responsibilities. One of the tools aiding such businesses is the Job Safety Assessment (JSA) form. This document is crucial […]
Custom Vtiger CRM Solutions: Elevating Security and Convenience for Businesses
When it comes to business operations, every enterprise – big or small – values efficiency and security. VtigerCRM, while a robust platform in itself, becomes even more potent when tailored to fit unique needs. Let’s discuss a recent innovation – the Single Sign-On (SSO) capabilities for Vtiger 7x, devised by our team in Peru. Background: […]
Enhancing CRM Efficiency with Boru’s Innovative Notifications Add-On for Vtiger
In the ever-evolving landscape of Customer Relationship Management (CRM), staying ahead with efficient tools and functionalities is vital for any business. At Boru, we continually strive to innovate and improve CRM experiences for our clients. A recent development in this direction is our latest notifications add-on for Vtiger, a feature-rich open-source CRM platform. Simplified Interaction […]
Custom Tailoring VtigerCRM for Small to Medium-sized Businesses: The Power of Drip Campaigns
Small to medium-sized businesses (SMBs) require flexibility and customization to address their unique operational needs. While there are numerous CRM platforms available, VtigerCRM stands out due to its ability to be tailored for specific needs. Our team’s recent experience in enhancing Vtiger’s drip campaign capabilities is a testament to this adaptability. VtigerCRM: A Canvas for […]
Weekly 7.1 update from Prasad @ Vtiger
Vtiger/Prasad are impressing me with the attention and communication going into this release. I don’t think it will have any blockbuster features, but they are making a lot of structural updates that will make Vtiger more stable and more viable going forward. ========================== This week focus was on stability and clean up of backlog issues […]
Vtiger Feature: Calendar List View Default Status
As we stated in an earlier post, calendar list view is the best option for salespeople who have a long schedule of phone calls. To have list view be your calendar default status: Go to CRM Settings>My Preferences>Calendar Settings Select the edit pencil when you hover “Default Calendar View” Select “List View”, then the green check […]
Vtiger 7.1: Programming Developments to Improve Your CRM for the Long Term
Although Vtiger 7.1 bug fixes are not apparent to most users, the site’s structural aspect is becoming more robust. In other words, you probably will not notice these differences but Vtiger is improving with each development. For example, moving the ‘starred’ records feature into CRMentity is not going to mean much to end users, but for developers, […]
Vtiger Customization: Add New Search Fields to Your Global Search
You may have come to realize that a field you reference is not searchable through Vtiger’s global search. Our client found this to be true when they went to search the purchase order number. We added the purchase order number field into their global search so that it populates with every correlating record that contains the number. The […]
Vtiger Integration: Verify Transactions with BluePay in WordPress Website
BluePay verifies customers’ credit and debit transactions made on your WordPress e-commerce website. This not only protects your company from fraud but also streamlines your record keeping in Vtiger. Any time a transaction is approved, a Vtiger record is automatically created with the contact’s information. Contact us to learn more or for help with your Vtiger CRM!
Vtiger 7 Feature: Set Default Value for Almost Any Field
If you have a field that requires the same information every time, you can use the ‘Set Default Value’ feature. This can be used in many situations. For example, if you always use the same shipping method for your packages, you can set it as a default. Simply go to Home>Module Management>Layout Editor to edit field properties. […]