Vtiger Customization: Automate Your Appointment Schedule Process
Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process. The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves. A link is in the email, and once clicked, it brings up a representation of their calendar […]
Vtiger Widget: Quick View of Key Metrics
If you are not currently using the key metrics widget on your Vtiger dashboard, consider adding it as soon as possible. Your CRM is meant to help your business run efficiently and this handy widget tracks how your business is doing overall by displaying current data. Examples of some live count metrics to keep track of: […]
List of Apps and Integrations Converted for Vtiger 7
Hi everyone, we have converted the following apps and integrations for Vtiger 7 and will continuously update this list. *QA = Quality Assurance Quick Call History Drag N’ Drop Vtiger Payments Activity Clock – *QA Digital Signature – *QA Email Linker – *QA Boru Vtiger Work Flow – *QA Google Calendar Sync – *QA Google Contact Sync Google Drive […]
Vtiger Customization: Set a Default Dashboard for Your New Users
Systems administrators, what do you think new employees see on their dashboard when they log into their Vtiger? You may not have known this, but they see nothing. The dashboard is blank for every new user. We worked with a company to customize their Vtiger dashboard and avoid this problem. First, we found which widget […]
Vtiger 7 Tips & Tricks: Cool New Feature – Headers
Don’t waste time by searching to find commonly used data. Instead, customize your Vtiger headers so that this type of information is at the top of the page to save time. An example of this would be to set phone numbers in the headers of contact records to shorten the time it takes to make a call. Go to Module Layouts […]
Vtiger Customization: HUD Sales Tool to Quickly Update & Oversee Opportunities – All on One Page
Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue. Instead of going through the long data-entry process across multiple pages, […]
Vtiger 7 Tips & Tricks: Control How Your Lists are Shared
Did you know you can share Vtiger lists in your database? It’s true, and you can share the list with everyone or control the sharing so only specific users can view it. Share lists: With Everyone or All By Group of Individual Users (i.e. Marketing Group) By Role (i.e. CEO) Differentiating who to share a […]
Vtiger 7 Feature: Easy Navigation with Breadcrumbs!
In past versions of Vtiger, getting back to the previous page required a click on the back button and subsequently multiple clicks. Vtiger 7 improved upon this with the breadcrumb feature that only requires you to click once on the preferred title to get back to previous locations. We find this a simple, yet very helpful new […]
Vtiger 7 Tips & Tricks: Effortlessly Change Your Default Landing Page
The dashboard is the default landing page / module chosen for you in Vtiger 7 and is the first page that appears when you log in, but it may not make the most sense for your daily CRM needs. Quickly change the default menu page by going to: Settings> CRM Settings> Configuration> Configuration Editor and […]
Vtiger Customization: Make it Easy for Your Sales Team to Update Opportunities
Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes. To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time. With this […]