Vtiger 7 Feature: Theme Paintbrush No Longer Available
The theme paintbrush allows users to change the color theme in Vtiger 6, but this feature is no longer available in Vtiger 7. We realized this when a client was interested in migrating their data to Vtiger 7, but did not want to lose the theme capability. They use the paintbrush to differentiate between their multiple businesses and […]
Vtiger On Demand: New Global Navigation Layout with Exciting Features
Vtiger On Demand has a new user interface with key improvements. Although VTOD users are probably aware of the new features, we want to keep Vtiger Open Source users up to date with On Demand improvements. Improvements in VTOD usually become features in Vtiger open source in the future (possibly within a year). Three Key Improvements: 1. New Global […]
Vtiger: European Union General Data Protection Regulation – Are You GDPR Compliant?
What is GDPR Compliance? GDPR compliance applies to any company that does business with citizens in the European Union. Simply put, citizens in the European Union have their personal data information protected, and if their data is used without their approval, your company can be fined. If you do business with clients in the European Union, […]
Vtiger Customization: Automatically Get Your Previous “All” List View Search Entry Back After Clicking On a Record
We created a search capability that allows you to keep your previous search parameters from the “all” list view after clicking on a record. You simply have to press the back button on your webpage to get back your search entry. For example, let’s say you wrote “Nick” in the name field of the search […]
Vtiger Customization: Change Field Type From Single-Select Picklist to a Multi-Select Picklist
Sometimes small feature changes can make a large difference for your everyday use of Vtiger. We helped a client create better records by changing the field type. We changed single-select picklists to multi-select picklists, and this provided them with accurate records. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” icon=”fa-comments” […]
Vtiger Integration: Use Your Vtiger Filters Inside Boru’s Google Maps App
If you didn’t know, you can use Google maps directly from your Vtiger with Boru’s Google Maps Integration. We added a new picklist feature that pulls Vtiger organization filters and displays the correlating organization records on the map. Boru’s Google Maps Picklist with Vtiger Organization Filters: Vtiger Organization filtered results on Google Maps App Location Pin Colors […]
Vtiger Integration: Intercom Help Center
We integrated Intercom with Vtiger for our client. An Intercom integration can improve a few key things in your CRM: Help center provides customer’s and leads with a near instant response time to questions they have Gives the ability to transfer lead interactions from help center into Vtiger Create help articles for visitors to your […]
Vtiger Customization: Improved Filters for Activities Widget on Dashboard
If your company deals with a large amount of calendar events, it can be helpful to have more sorting capabilities than the standard Vtiger Upcoming Activities widget. We created an Upcoming Activities widget with more filters to help a client quickly find event records. Improved Capabilities in the Upcoming Activities Widget: The largest improvement in our Activities […]
Vtiger Customization: Track User Logins and Logouts
We created a tracking capability for a Vtiger client that generates a record every time a user logs in or logs out. This gives administrators, and whoever else, access to a CRM logging report for company users. The Record Shows: User’s name Date and time of each action Type of action = log in or log out Contact […]
Vtiger: SMS Messaging for Workflows and Campaigns
What are the benefits of using an SMS notifier in your Vtiger? The standard SMS notifier messaging is directly linked to your Vtiger, so you can: Send texts to your Vtiger Leads and Contacts through the CRM Can send text messages individually or through workflows for reminders or any type of notifications Anything you would […]