Vtiger Training: Export Records in List View
If you did not know, you can export Vtiger records and save CRM data to your computer. Select multiple records in list view that you want to export, click the “More” button and then “Export”. Finally, select the “Export Selected Records” radio button and your records will start to download in an attachment. […]
Vtiger 7 Feature: Control Your Email Signature with Toggle Checkbox
The new toggle checkbox in Vtiger 7 helps users avoid adding a second signature in their email compose window. While emailing in Vtiger 6, users had no way to tell if their signature was present and this often caused them to add the signature again so it appeared twice in emails. This new feature not only makes it […]
Vtiger Customization: Find the Correct Result with Improved Typeahead Tool
While typeahead search results are helpful, the tool can filter multiple suggestions with the same name. This forces you to guess the correct result or search in Vtiger to find the correct result. To avoid this problem, we created an improved typeahead results tool: Additional information is added next to the initial suggestion to easily identify […]
Vtiger Customization: Remove Hover Pop-Ups Across CRM
Our client found the hover pop-ups across Vtiger got in the way of their work. For example, they would be trying to click on the organization name and the summary view pop-up would block their access. While this was simple to do, it made the user experience at their company better. We also […]
Vtiger Feature: Set List View Count to Higher or Lower Number of Records
The “Configure Editor” tool in Vtiger has many cool features including the ability to change the list view record count. If you want to increase or decrease the default number of records that show in list view simply go to CRM Settings > Configuration > Configuration Editor. The list view count can be anywhere from […]
Vtiger Security: Protect Your Data with Two-Factor Authentication
Our Vtiger customization uses two-factor authentication and provides a higher level of security so only trusted employees can access the company CRM. It protects your data by requiring both a password and a verification code to access the Vtiger CRM. 1. To Start: The systems administrator enables the two-factor authentication in Vtiger for company-wide use. Now, the […]
Vtiger Feature: Adjust Maximum Text Length in List View
Shorten or lengthen the text in list view in both Vtiger 6 and Vtiger 7. It is a nice way to either condense the information and view more records on one page or lengthen the text to view the complete title in list view. Go to CRM Settings > Configuration > Configuration Editor Image: Configuration Editor Image: Text […]
Vtiger 7 Feature: Create a Custom List of Your Records
Creating a custom list of records is helpful when you use a specific group of records continuously in Vtiger. Instead of searching through the “All” List view, you are able to search through select records. Create a custom list: Click the “+” button next to the “Lists” title Add a condition that filters the records […]
Vtiger Feature: Merge Records to Manage Duplicates
Vtiger users can easily merge the duplicate records in both Vtiger 6 and Vtiger 7. This feature is even better in Vtiger 7 because users can merge records in the “All” list view. This allows you to quickly merge duplicates if you see them while working in “All” list view compared to actively searching out duplicate […]
Vtiger Customization: Contact and Lead Facebook Integration
Our client wanted an easy way to understand their customers so they can provide them with the best service possible. To address this, we built a Facebook integration in their Vtiger CRM. You can manually enter a contact or lead Facebook URL in a field while editing the record page. Now, they can access their […]