Quicker Searches for Products on a Quote or Purchase Order
Do you use Vtiger Quotes or Purchase Orders often? Do you have a big product database? Save yourself from having to open multiple tabs or constantly navigating away from a quote or purchase order just to find the Product name. Many of our clients have large product databases and often times online merchants focus on […]
Vtiger Best Practices – Heads up Display
Just like a fighter pilot, employees can benefit from a heads up display in their CRM system. Vtiger has gone a big step in that direction with the summary view on 6.x, but you should be very aggressive in trying to get the 90% information into the heads up display of the summary view. With […]
Vtiger Integration with UPS Shipping
A couple of our clients recently took advantage of our ability to integrate with UPS Shipping. We have a lot of experience doing customizations with Vtiger and UPS and have saved our clients money and made them more efficient by giving them a one click to create a shipping label. It grabs the ship-to address on […]
Vtiger Best Practices – Managing Ticket Escalations
Someone asked me recently about doing a daily report of over due tickets to manage ticket response performance. There is nothing wrong with that. Generally it gives visibility to the success/failure of the support team. But there are better ways to do it. The report will soon be ignored. You should deliver the info in […]
Vtiger Best Practices – Escalations
I do a lot of training and consulting sessions for vtiger on workflows that involve escalations. The managers often look at Vtiger workflows as a magic solution to all their follow up problems. If a scheduled call is left unattended for XX days, “Send the sales rep and the sales manager an email!”. It is a […]
Vtiger Tip – Modules on the Calendar
I received a support request the other day asking about how to get Vtiger Projects to appear on the Vtiger Calendar. The answer is Project start and end date. Here is a run down on all the modules. Project (start and end date) Opportunities (Expected close date) Support End Date (Contact’s support end date) Date […]
Protecting your Data in Vtiger
If you use Vtiger then you have data. Some of this data is sensitive in nature. It could be that the data is only sensitive to the public but in some cases this data may be exclusive to only certain members of your organization. So what steps can you take to protect this data? First […]
Vtiger 7 Report – New Global Menu
Vtiger 7 (as viewed currently in Vtiger On Demand) has a new Menu button that, when clicked, shows you all the nav options in one screen. It does not seem that big a deal, but they must had a lot of requests for it because they are touting it on social media etc. It’s not a […]
Vtiger Best Practices – Appts, Calls or ToDos
I get support/training questions about this regularly. When should I use an appointment versus a call versus a todo – they are all calendar items? The answer is actually very simple: Related: Comments from Activities If you will stop doing what you are doing when the specific time arrives, and start doing that activity — […]
Vtiger Tip – Portal Encrypted Passwords
A little know fact about the Vtiger client portal is that the passwords are not encrypted. Allan Lord recently gave the Vtiger community a solution for this. It’s on track to be included in 6.5. Alan has noted some issues with what the version that is queued in 6.5, but hopefully it will get worked out prior […]