Vtiger Feature: What is the Vtiger Module ‘Our Sites’?
Even with experienced Vtiger users, there are still exciting features to discover. Our Sites is a Vtiger module that not many companies utilize, but could potentially be valuable to them. It is located under ‘More’ in the global navigation in Vtiger 7: What is this Module? Our Sites is a fun tool where you can add a […]
Vtiger Customization: AutoPay – Automate Recurring Payments via Credit Card
Several of our clients use Vtiger CRM for credit card transactions to receive payments for their company’s goods and services. And some of those companies charge their customers a consistent, periodic fee on Vtiger. How do they avoid invoicing and chasing payments? We created a recurring payment capability on their CRM that automates the periodic payment for every […]
Vtiger Customization: Tokenization for PCI Compliance
PCI compliance is extremely difficult to achieve through Vtiger, but don’t worry! There is an easy way to keep your customer credit card data secure when customers purchase something through your CRM. Tokenization is a simple solution where credit card information is converted into a secure token (unique id symbols) by a service provider company. This token is linked to […]
Vtiger App: ElasticSearch Ready for Vtiger 7!
ElasticSearch is now ready for Vtiger 7! While the look is the same as the Vtiger 7 standard search, elasticsearch is more efficient and easy to use. As review, here are key differences between ElasticSearch and Vtiger standard search: Further reaching search engine – You can search any field within Vtiger: the standard search only allows for […]
Vtiger 7 Feature: Duplicate and Create a New Filter
Vtiger 7 added the duplicate filter feature, so users can create a brand new filter faster. In past versions, even if the new filter was almost the same as an old filter, users had to recreate every condition again. Now, users simply duplicate the filter and edit the few conditions that are new. Example of […]
Vtiger Customization: Automatically Convert Currency on Invoice
Our client has a wide range of customers from around the world who use different currencies. This made invoicing a difficult process where our client had to change the price on each individual invoice. To automate this process, we created a tool that: Converts the currency price on the invoice through the use of a pick […]
Vtiger Customization: Widget Tabs to Find Data Faster and Save Space
Our client’s widget lists on Vtiger 6 were so long, they could not find the necessary data. We helped them avoid this issue by creating a tabbed widget that filters the data into tabs based on chosen conditions. The Widget Tabs: Save space – they take up less area on your screen because the data is in different […]
Vtiger 7 Bug: Global Navigation Sub-Menu Does Not Work on Smaller Touchscreen Devices
We want to quickly state that sub-menus in global navigation do not appear on some smaller touchscreen devices. This is due to a lack of hover ability on these devices. Although we have not tested it out, code.vtiger.crm has a post about this issue and a potential workaround here. This works for most devices, but not every […]
Vtiger Integration: Shipstation – Detailed Shipping Process
Integrating ShipStation into Vtiger provides you with improved shipping capabilities. One ShipStation integration from Boru gives you access to all the top shipping carriers, instead of a separate integration for each carrier. Find out more here. How the Integration Works Here is a sample flow for processing shipping requests for Vtiger invoices: Open list view filter […]
Vtiger App: Boru2Gmail – Toggle Between Contacts and Leads
With our free Boru2Gmail app, you can directly link your Gmail account to your Vtiger CRM and switch between entering data into the Contact module and entering data into the Lead module. Many of our customers have asked if they can do this and how it works. Yes, you can work in both contacts and leads, but only one at […]