VTiger Gmail Integration Tip – View and Add Comments
Many users don’t realize that while you are viewing the Gmail email, you can open the Boru2Gmail Chrome App window to view the Vtiger comments that are linked to that contact. And you can add linked Vtiger comments from the Boru2Gmail Chrome App as well.
Vtiger Best Practices – Sales Manager Dashboards
Unlike sales people (who should really be follow up list zealots), sales managers can really benefit from dashboards. I am going to expand my definition of dashboards to filters and reports — you will see why later. Managers have to determine every day, “What do I spend my time on that will improve the results […]
Boru2Gmail – Vtiger Gmail Chrome App Gadget – New Release 1.1.0
We are releasing a new version of the Boru2Gmail – Vtiger Gmail Chrome App Gadget on Friday, February 5. Here is a list of what is in the release. Automated deployment of future releases Add and edit contacts Add new activities linked to the active contact/lead Add comments See invoice status in list view See activity […]
Vtiger 7 Report – Color Coding Picklist Values
There are Vtiger addon’s already that will help you color code whole rows based on logic. IMHO that is a little overwhelming on the eyes. I like the Vtiger 7 approach (as viewed currently in Vtiger On Demand), of color coding the field only. It’s easy to configure and it shows on all views of the […]
Vtiger 7 Report – Managing Columns in Module List Views
This is a small but nice Vtiger 7 feature – with a couple clicks you can control the columns in the standard list view for each module.
Vtiger best practices – Organizing and making follow up phone calls
Vtiger is a CRM, which means at it’s core it needs to do a good job helping you move clients through the marketing and sales cycles. Vtiger has a lot of strengths, but unless you develop a good strategy for how to use it, in the end, you will not have a good solution for […]
Vtiger 7 Report – Great new feature – Make edits directly in list views
Vtiger 7 (as viewed currently in Vtiger On Demand), has a great new feature. You can edit data directly in lists. Here is a 15 second video so you can see it. Note it only works for the module lists — not related lists.
Vtiger Tip – Managing Summary Views and Related List Views
This question comes up a lot on Vtiger support calls so I thought I would lay out the details of managing summary views and list views. Some modules have a summary view (Orgs, Contacts, Oppty, Leads, Tickets), but some do not (Quotes, SOs, Invoices, Service Contracts, Activities) For the modules that do have a summary […]
Vtiger 7 Report – neat new feature – ‘Daily Digest – Smart Notifications’
Vtiger 7 (as viewed currently in Vtiger On Demand), has a neat new feature called ‘Daily Digest – Smart Notifications’. The name does a good job of explaining this feature. It is a summary email that is delivered to you by the vtiger system at a specific time of day. It includes the following items: […]
Vtiger Tip – Controlling the Vtiger Session Timeout Length
We recently received a call from a client asking about a Vtiger Session Timeout Length. Here is the answer for anyone else who is interested: Related: Vtiger Tips & Tricks – Issues Importing into Vtiger The Vtiger session time is ultimately controlled by the php system variables. In the apache2 php.ini file. Just vary the number […]