How to sync 26,000 contacts from Vtiger to Google
One of our flagship modules is the Google ContactSync for Vtiger. It allows you to sync contacts from Vtiger to Google Contacts and then vice versa, Google Contacts to Vtiger. It’s an easy to use module that can be uploaded through the Module manager. You can run manual syncs or you can add a task to […]
Auto-Updating Counties by Zip Codes in Vtiger
Recently, one of our clients approached us with the customization request to keep the county information up to date on his contacts in Vtiger. What we came up with was a module that will check the zip code inputted and will automatically update the county field in Vtiger. The way it works is when contacts are: […]
Simply the Best Sales Graph for Vtiger Dashboard
The Boru Sales vs Goal graph for the Vtiger Dashboard is simply the best sales graph you can use. Check out these screen shots. Shows % Above or Below Goal Green , Yellow, Red based on % of Goal Sales Manager Sets the Goals Drill down or see team summary Mouse over to see details. […]
Vtiger Customization – Multiple Users per Activity
I wrote a blog post about 3 months ago on this topic and gave some klugey work-arounds to help vtiger users with the tough issues of linking more than one user to an activity in Vtiger. We just did a couple customizations that addressed this issue elegantly: create an appt and add users via the […]
Vtiger News – New Release of Vtiger Mobile App
Vtiger President Sreenivas Kanumuru mentioned in a recent email that the new release of their Vtiger Mobile App will roll out in April, but due to API considerations, the new release will support only Vtiger On-Demand customers. We hope that it will be available soon for Vtiger Open Source users too. The new release is expected […]
Vtiger list views in ascending or descending order
Sometimes it’s the little things that get us. Sometimes everything works as you would expect but just a little change would save you time and aggravation. We’re commonly tasked with changing the sort order of a related list of items. Here’s a small example of this. Let’s say you were working with Organizations and in […]
Using Vtiger info to use in an App
We are currently working on an App that links Vtiger and the App together, thus having a greater range of use. Currently, when are pushing the contacts from Vtiger to the App, the contact contains a Zip Code. With this Zip code we are able to use in multiple locations within the App. Some of […]
Vtiger Best Practices – Sales Forecasting
I was recently engaged in a Vtiger CRM consulting discussion about sales forecasting and how it is supported in Vtiger. For many sales forces, forecasting is a great thing, however I need to point out that Vtiger 6.X has zero forecast reporting. None of the dashboard graphs show the discounted sales amount based on the […]
Vtiger Tip – Adding Live Chat
One of our clients who has a lot of users asked us to set up a live chat app so their vtiger users could chat with the sys admin if they have questions. It was simple to install and it is a free app for the basic plan – https://www.smartsupp.com/. I think this would not apply […]
Vtiger Email Linker
The Boru Vtiger Email Linker is designed as a replacement for the Vtiger Email Converter. I was talking to a client about the Email Linker today and he decided to purchase it because of the unlinked email processor that is included. The standard Vtiger Mail Converter does not inform when an email does not link you […]