Vtiger App: Boru2Gmail Compared to Corrensa (Boru2Gmail is Free)
Both applications provide users the ability to directly link their Gmail contact information to Vtiger. Even though the two applications have virtually the same features, the Boru2Gmail app is free while the Corrensa app charges a monthly fee. Learn more about Boru2Gmail here and here. Contact us to learn more or for help with your Vtiger CRM! [button color=”custom” size=”default” light=”no” […]
Vtiger Integration: ShipStation – Create Variety of Shipping Labels on a Contact Page
If your company ships a lot of packages using Vtiger CRM data, you know the pain of transferring information to create a shipping label. The process can be streamlined by integrating ShipStation. With a few clicks, create a shipping label directly from a contact’s page in Vtiger, ship with any carrier, and ship any size […]
Vtiger App: Boru2Gmail Improvements
One of our most popular apps is Boru2Gmail and it connects your Gmail and Vtiger CRM. Recently, we made three key improvements to our app. Boru2Gmail Improvements 1. Control the ticket Quick Create fields – the fields you choose in Vtiger Quick Create are the same fields that will appear in your Boru2Gmail App 2. Filter the tickets […]
Vtiger Customization: Auto-Reload via Credit Card for Prepaid Services
Our client uses Vtiger CRM to process payments from customer credit cards for their services. We simplified the process with a customization that auto-reloads users’ funds via their credit card and maintains a positive balance in the account. How does the customization work and why is it important? When the balance hits the threshold point, a predetermined […]
Vtiger Tips & Tricks: Exporting in Reports Compared to List View
What is a key difference between exporting in reports vs. exporting in list view? When you export using detail reports, it only shows you the columns you chose in the report compared to list view that downloads every column. Read about exporting in reports here. Read about exporting in list view here. Contact us to learn […]
Vtiger Training: Export Any Data Using Detail Reports
Did you know you can export any data from your CRM using the Reports tool? This means that not only can you create a meaningful report, but you can save it to your computer. Simply, decide what information you need from your Vtiger CRM and download it into a CSV file or Excel file. Vtiger […]
Vtiger Tips & Tricks: Threaded Comments
How Threaded Comments Appear: In both Vtiger 6 and 7, you can view your comments in a threaded format. It shows original comments furthest to the left and indents the replies to the original comments as shown above. To view the threaded comments, click “View Thread” beneath one of the comment replies and it will […]
Vtiger 7 Feature: Improved Search Bar to Manage Users
Vtiger 7 has an improved search bar feature located directly above the list of user records in User Management. For companies with a large amount of users, the search bar in Vtiger 6 can bring back a large amount of results because it only searches alphabetically. When you click on a letter, the results bring […]
Vtiger 7 Feature: Alert When Two Users are on the Same Record
Vtiger’s new feature helps you avoid overwriting another user’s edits on a record and vice versa. In the newest version of the CRM, you will be notified when two people are on the same record. Contact us to learn more or for help with your Vtiger! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]
Vtiger 7 On Demand: How to Use Smart Alerts
You may have looked at the smart alerts and thought how and why should I use this tool? Vtiger created this feature so users will be reminded of idle leads, contacts, organizations, and more. Once they are reminded, they can take the necessary actions. The following is a quick set-up guide for systems administrators. First, […]