Vtiger 7 Feature: New Improved Global Search
Vtiger 7 has a new global search that appears on your current screen as a pop-up box. This can be helpful when you want to quickly preview information about a contact, organization, etc., but still remain on the same web page. Compare this to Vtiger 6 where you can only see one piece of […]
Vtiger 7 Tips & Tricks: Calendar Location
There is a small change with the location of the calendar in Vtiger 7. It was located on the global navigation picklist in Vtiger 6.5, but now can be found by clicking the small calendar icon in the upper-right hand corner.
Vtiger 7 Feature: Task Management Screen
Vtiger 7 has a new task management screen where you can assign priority from high to low. The tasks are instantly transferred to your calendar. Click the “Check Mark” icon in the upper-right hand corner to get started. We will have a series of blog posts about all the fun new features in the […]
Vtiger Integration: Five9 Contact Center Software
We have provided customers with Five9 to Vtiger integrations to help with their double input of information and the time it takes them to transfer data from one software to another. Our Five9 to Vtiger integration helps with the following: Avoid double input or misplacement of information by having Five9 data instantly transferred to Vtiger […]
Vtiger App: Mapping Tool to Prevent Wasted Time
Whether in the office or on the road, the extra time it takes to create a travel route to multiple customer locations is not always possible. To help avoid this wasted time, we created an app that: Saves you from losing the time it takes to create a creating a travel route. Populates company locations […]
Vtiger App: Conditional Fields
Boru created a Conditional Layout Field app for a customer who has large amounts of fields in their Vtiger modules, but not all of the fields apply to the data being entered. For example, they have many fields in their Customer module, but have customers who are in different categories and require different fields to […]
Lenovo Is Using Vtiger for their Help Desk!
Lenovo just announced they will be using Vtiger for their customer support help desk! This is quite a coup for Vtiger and speak to a positive long term future for Vtiger. See more information by clicking here. Contact us to learn more or for help with your Vtiger database! [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 Tips & Tricks: Broken Google Maps Fix
Google Maps has a broken image of the map used in Vtiger. See how you can fix it below. Vtiger’s Google Maps is broken because of a Google API update Get a new API key here and enter the API key in to your Vtiger source file Contact us to learn more or for help with your Vtiger […]
Vtiger 7 Feature: Picklist Color Field Values
Vtiger 7 added a new feature that allows you to assign meaning to your picklist. The field values are provided by Vtiger and you can assign them in any module in your CRM. Some examples of field values for the Contacts module are “Cold Call”, “Trade Show”, “Direct Mail”, and more. Create meaning of your […]
Vtiger Integration: SmartyStreets API
Currently, we are working on a SmartyStreets integration for one of our customers. With a simple click of the button in Vtiger, the user can access this integration. SmartyStreets is a company that autofills and validates addresses quickly and simply, and the validation confirms your mail will reach a real mailing address location. Other companies, […]