Vtiger 7 Feature: Create a User-Friendly “All” Default List View Search with New Editing Tool
Vtiger 7 has a new feature that gives you the ability organize “all” default list view columns. This tool is not available in Vtiger 6 and is a nice improvement. Get the most out of this feature and streamline the search for your CRM users by configuring the order of columns from the most commonly used to […]
Vtiger App: Protect Your Data with Field Encryption
Is there sensitive and private data in your Vtiger CRM? If so, it is important to note that Vtiger does not have the capability to encrypt fields. This means that if a hacker gains access to your server, they can read the data in your Vtiger MySQL database. The data is presented in the same way […]
Vtiger 6 Customization: HUD Tool that Combines Customer History Similar to New Vtiger 7 Touchpoints
We created a HUD tool for a customer (read about HUD pages here) that combines the email history, phone call history, and comments in Vtiger 6 into one section so contact history is easy to review / track. They are listed in chronological order. We also do this customization in Vtiger 7 because although the […]
Vtiger 7 Feature: Today Button on Date Picker
There is a small but handy new feature that allows you to set dates for today. In Vtiger 7, you simply click on the “Today” button located below the calendar, instead of having to scroll or manually enter today’s date like you do in the Vtiger 6 date picker. Vtiger 6 Compared to Vtiger 7 […]
Vtiger 7 Feature: Eye Summary View
If you have never clicked the “Eye” icon located next to records in many Vtiger modules, try it out. A nice summary view pop-up will appear of a contact, an organization, a lead, and more. This feature includes the following: Displays “Header” fields and “Key Details” fields Allows you to scroll through other record summaries with […]
Vtiger 7 Tips & Tricks: Tailor Your Module Layouts with the Key Fields, Headers, and Related List Columns
Vtiger 7 now provides a variety of ways to tailor your module layout by using the “Module Layouts & Fields” settings, but did you know the layout of key fields, header fields, and related lists are connected to one another? How the Layouts of Key Fields, Header Fields, and Related Lists Interact: The “Header” section and […]
Vtiger 7 Tips & Tricks: Mystery Solved for Pop-Up Screen of Related List
Have you encountered the pop-up when clicking on a related list record? We were confused how to get to the full record but discovered there are two ways. One requires going to the pop-up screen and the other requires opening the full record in a different tab. Get to the related record’s full page: From […]
Vtiger Customization: HUD – All Organization Activity in One Place + Filter It by Opportunity
Sometimes salespeople ignore how beneficial it is to enter all data into Vtiger because of the time it takes to go from one record to another for the same Organization. If your company is losing opportunities because of lack of information in your CRM, this Head-Up Display (HUD) we created for our customer could help solve […]
Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields
Key Fields are shown at the top of the summary view in most module records. This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more. “Key Fields” section in an Organization Record: It is simple to personalize what fields are shown. How to Set It Up: Go to the following location Settings > CRM Settings […]
Vtiger News: Vtiger 7.1 Features in the Works
Vtiger’s developer, Satish, announced that Vtiger 7.1 features will be released in the next few weeks. We are excited about this news but also would love to see the list of bugs in the Vtiger 7 version addressed first. Note from Satish: “Hi All, We would like to update you that we […]