Vtiger App: PDF Maker vs. Vtiger’s Standard PDF
You may be familiar with Vtiger’s standard PDF option and that it is functional but is not flexible in style (unless you are a professional developer). The PDF Maker app is an adaptable tool that creates a variety of PDF documents from your Vtiger data. Our Boru team has been working with Vtiger for more than 8 […]
Vtiger News: 7.1 Feature – Your Website Visitors Can Attach Documents to Vtiger Webforms
Vtiger version 7.1 RC is out and final 7.1 product will be finished shortly! Read the list of new features here. ‘Attach File to Webforms’ Feature When setting up a webform in Vtiger, you can now give your website visitors the ability to send documents through one of your web pages. Prior to this improvement, your […]
Small Businesses Now Using the Mobile Process for Field Service + Digital Signature Example
Do you work on the road visiting different sites or houses? If you do, then you know transferring information is a long process that causes double the work effort to enter the data. It can look something like the following chart: Make this process can quicker and more accurate with a few mobile Vtiger capabilities. From large […]
Vtiger 7 Tips & Tricks: How to Edit Activities in Related List View
‘Activities’ related list view does not have the standard ‘Edit’ button that every other related record has in the top right-hand corner. There are two easy workarounds to edit the ‘Activities’ records. When in the ‘Activities’ related list view, select the ‘Edit’ pencil Or right click on the record and click “open link in new tab” to view the full record and edit […]
Vtiger 7 Feature: Fixed Position ‘Save’ & ‘Cancel’ Buttons When Adding or Editing Record
When you edit any record in Vtiger, the ‘Save’ & ‘Cancel’ buttons always remain on your screen, even while scrolling. This is a nice improvement from the previous versions of the ‘Save’ & ‘Cancel’ button versions because you do not have to search or scroll for the button. It is especially nice on long forms […]
Vtiger Integration: Fishbowl for Enterprise Resource Planning (ERP)
We integrated Fishbowl with Vtiger for our client so the information is synchronized in both systems creating a smoother sales process. Their process is as follows: create the client record in Vtiger –> create the quote in Vtiger –> turn quote into invoice or sales order in Fishbowl –> sales order executed in Fishbowl With this integration, the information is updated […]
Vtiger News: 7.1 Feature – Duplicate Record Prevention
If you have not heard yet, Vtiger announced the release of 7.1 RC this week (here). We want to give a little more detail about the ‘duplicate record prevention’ feature. This feature is a wonderful capability that has been passed down from Vtiger On Demand. It keeps your database clean by preventing new duplicate records. How Does ‘Duplicate […]
Vtiger News: 7.1 Feature – Follow a Record
Vtiger version 7.1 RC is ready (read announcement here). Each day this week, we will post about the improvements, starting with the ‘follow a record’ feature. How Do You Follow a Record? First, click the star icon to follow a record. Located: a) ‘All’ record list views b) Individual records (see images for comparison) Why Should Users Follow a […]
Vtiger News: Vtiger 7.1 RC Edition Published
Satish announced this morning that Vtiger 7.1 Release Candidate (RC) has been published. The Release Candidate build means Vtiger is close to releasing their final product. We will follow up with informative posts about each new feature and posts about the details of bug fixes. “Hi All, We would like to update you that Vtiger community edition V7.1 […]
Vtiger 7 Feature: Improvement from Vtiger 6 – Product Record has an ‘Active’ Default
Vtiger 7 now has the improved default feature of ‘Product Active’ when you create a product record. In Vtiger 6, the default was ‘Product Inactive’ and this was often confusing to users because the product record they had just made was not available to select. See the difference below. Contact us to learn more or for help with […]