Vtiger Customization: Policy Search & Edit Form for Increased Productivity
We often create specialized customizations for clients that address their exact needs and improves overall productivity. Our client who works with policies has constant status changes to those policies. This then affects many of their contact records in Vtiger because they have to search for each contact who has that policy and change the statuses one […]
Vtiger Integration: Five9 – Data to Evaluate Your Sales Team’s Productivity
An integration between Five9 and Vtiger is a nice way to evaluate each salespersons’ productivity. How Do You Track the Agents Sales Productivity? First, data from the lead vendor is posted to the client’s Vtiger and when it posts, it gets put into the Five9 dialer. Then, Five9 has dialing algorithms so when someone picks up the […]
Vtiger Customization: Quickly Download All Documents in Related List at One Time
In standard Vtiger, you have to download each document individually. This was time-consuming for our client who has large amounts of documents in their related lists so we added a “Download All” button. When the button is clicked all the documents on the “Documents” related list will download into a zip file. Contact us to […]
Vtiger Integration: Scheduler App for Field Service Jobs
Businesses who do service work out in the field have a higher level of scheduling required than the standard Vtiger calendar provides. This scheduling app simplifies the process of sending employees to job sites for the employee and the business. How does the scheduler app generally work? The calendar shows every employees’ schedule so you […]
Vtiger Customization: Vtiger 6 – Edit and View Comments on One Page in List View of Records
Our client fills their Comments field in list view with large paragraphs, and wanted the ability to edit it and read the comment without having to scroll to the right. To address both of these issues, we customized the field in two ways. Customizations in Vtiger 6 List View: Hover-edit capability – add or change the comment in list view […]
Vtiger Integration: Eliminate Entering Data Twice with Our Quickbooks App
It’s been a while since we talked about one of our best selling apps, the Quickbooks app. It provides non-financial people, especially sales teams, the ability to add financial data without altering any current information in the accounting system. The app also helps avoid entering data twice because it directly syncs your Quickbooks with Vtiger and […]
Vtiger Customization: Icons – Identify Record Type in List View in a Glance
We added additional icons to a customized address widget for a client. With these icons our client can identify, at a glance, what the record type is while looking at it in list view. Address Type: Primary address (represented by a house icon) Mailing address (represented by an envelope icon) Contact us to learn more […]
Vtiger Training: Customer Portal
What is the Customer Portal? The portal gives your clients access to their Vtiger data with your company so they can connect with your company and share documents, update tickets, and more (see the list of data that clients can view and interact with below). Customers who need to keep track of or update the data […]
Vtiger Customization: Track Partial Shipments
We created a capability that tracks partial shipments and shows, in real-time, how many packages were received. Now, our client can check their shipment deliveries quickly to confirm every package was sent to their customer. This capability is directly linked to Vtiger. It appears next to the “Quantity” field in the Sales Order record, allowing users to […]
Vtiger Photo Widget: Scroll Through Custom Gallery Viewer
The custom Vtiger Photo Widget makes image management simple to use within Vtiger. The Gallery Viewer Widget shows picture previews (thumbnails) of the most recently added images to that record. We created this customization for clients who save a lot of photos on their records and want to easily access them. In Vtiger standard, users […]