Vtiger 7 Resource: New Features but Not Necessarily Better Than Vtiger 6
There are many cool new features in Vtiger 7, compared to Vtiger 6, and we wrote about it here. At the same time, some of the changes are new and intriguing, but not necessarily improvements. Here a list of posts we have written on this subject, and customizations we have made. Vtiger 7 New Features, […]
Vtiger 7 Resource: Changes and Improvements from Vtiger 6
Vtiger 7 has been out for a many months now, and we have written all about it during this time. In this article, you can access resources about some differences between Vtiger 7 and Vtiger 6. Read the following to learn about the new changes and improvements. Vtiger 7 Improvements from Vtiger 6: Create a User-Friendly […]
Vtiger Customization: Pinned Modules Improve Vtiger 7 Global Navigation
Many people love the global navigation in Vtiger 6 and how the modules stay at the top of the screen. We created a feature in Vtiger 7 that pins our client’s most useful icons to appear when users login into Vtiger. This way the modules are easy to find and navigate. We also created unique modules […]
Vtiger Tips & Tricks: Set Record Default View – Summary View or Details View
First, how do you decide which record default view works best? One easy way to decide is by assessing what you use the most. For example, if you use applications often, the summary view is a better option for your company. If you need to see more details than what is shown in the Key Fields box […]
Vtiger Customization: Calculate Distance from Location A to B in Any Module
To help address a time-wasting task for a client, we created a distance calculator customization. The client is a shipping carrier company and calculates shipment distances + time between two points repeatedly during the day. They needed a faster way to do this, so we used Vtiger’s exisiting fields and created a tool. The distance calculator produces […]
Vtiger Customization: Fixed the Password Reset Function
The “Forgot password?” button is non-functional in Vtiger and has been since version 5.2.1. To be honest, we are unsure why this issue has not been addressed and know this can be frustrating for systems administrators, who have to reset forgotten passwords. For clients who came to us, we fixed the issue and the following image shows the […]
Vtiger 7 Feature: Manage Your Main Menu Categories
Manage Main Menu Categories (remove and rearrange): Vtiger 7 has a simple way to manage your main menu / global navigation within the CRM settings. With no cost to you, you can rearrange and remove certain modules from Marketing, Sales, Inventory, Support, and Projects by clicking the “X” next to that module. You can also […]
Vtiger Customization: Track Packages with One Click
Our client ships hundreds of packages a month, and needed a quick way to track shipments and confirm deliveries. We directly linked the tracking information for every shipment to their Vtiger by making their custom tracking number field a clickable HTML link (see image). The link automatically brings up the package tracking information and this feature can appear in any […]
Vtiger Integration: The Ultimate Solution to Avoid Duplicate Addresses
Is your database littered with duplicate addresses? We have an address management solution that prevents duplicate addresses in your Vtiger CRM by utilizing the USPS database. The integration perfects entering addresses in the following ways: Avoid duplicate addresses One valid standardized address in your CRM – employees can not enter the same address location in slightly […]
Vtiger App: Boru Replacement Calendar Ready for Vtiger 7 + List of Improvements
Our replacement calendar app is ready for Vtiger 7 and has a wide range of improvements. (See the product page here). What are the improvements in the Web Calendar app? 1. Select Any Color Value for the User Color Blocks 2. Enhanced Timeline View – Set Timeline View on Calendar to Your Company Work Hours In timeline view, the calendar […]