Vtiger 7.1 News: Continuously Improving + GA Release in Sight
Most of the bugs have been addressed in the past few weeks and the developers are finishing up on the remaining issues. In the next week, Vtiger will be taking feedback from the community to plan for the 7.1 GA release. Here are a few exciting updates announced today: Non-admin users can change the passwords […]
Vtiger Customization: Google Maps – Know Information About a Company in a Glance
We customized our client’s Vtiger Google Maps so the visual markers represent businesses by type and revenue. For example, the business is: Type = Manufacturer and appears as a Star marker Revenue = $ 500,000.00 and appears as a color orange marker At a glance, you can see that the orange star marker on your Google Maps […]
Vtiger Customization: Track Individual Asset Conditions and Keep Them Connected to Sales Order
Large and expensive products are not easy to replace, so it is valuable to track the details of each individual product your company sold. To help our customer, we developed a system that keeps an accurate record of each asset. Here is a brief example of how it works (Vtiger steps in bold): Three tractors are in your […]
Vtiger Integration: Phone Parser – Add Large List of Phone Numbers at One Time
With a phone parser integration, you can add a large list of phone numbers at once. Even with different input formats, the numbers will output in the same format in your Vtiger. We created this integration for a client so they can easily add phone numbers by placing a list into the phone parser text […]
Vtiger App: Create a Credit Note PDF Directly in Vtiger
There are a variety of reasons your company may use credit notes, from damage in goods to delivery of the wrong product, but with the Credit Note app you do not have to create the note in an outside program. Where Can You Create a Credit Note in Vtiger? Using the Credit Notes extension and PDF Maker […]
Vtiger 7.1 News: 100+ Improvements
Thanks to the hard work of Vtiger’s developers, over one hundred issues have been fixed this week. This post highlights some key improvements. New Vtiger 7 task management capability follows Vtiger standard permissions UI percentage field type now accepts both positive and negative numbers Multiple ‘My Dashboard’ dashboards do not appear when you create new […]
Vtiger Extensions: Click to Call for Increased Productivity
You can make calls from your computer or hardware phones with Click to Call extensions, and you can make them directly in Vtiger. Phone numbers are hot-linked in Vtiger records, Google, and Skype. How Does this Improve Your Productivity? Click to Call saves the valuable time it takes to dial the phone and if […]
Vtiger Integration: Dropbox and Google Drive – Document Synchronization
If you just read our post about a new Dropbox / Google Drive folder function here, our document synchronization option contains some similarity but may be a better option for you. The main difference is: this option synchronizes links of your documents into Vtiger from your cloud system Although it is called the Google Drive integration, this document […]
Vtiger Integration: Dropbox and Google Drive – Simple Solution for Organized Shared Folders
Have you ever wasted valuable time searching for misplaced documents through endless server folders? This integration can help you avoid this issue of messy shared folders. It creates and organizes your shared drive folders on Dropbox or Google Drive in the same way as Vtiger CRM modules. Simply select the ‘Dropbox’ or ‘Google Drive’ button on […]
Vtiger App: Drag & Drop Docs is Ready for Vtiger 7
It’s been a while since we mentioned our Drag & Drop Docs app that allows you to upload multiple documents to a record at once . We are happy to announce that it is ready for Vtiger 7. View our product page here. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” […]