Vtiger Tip – Setting the Assigned to When Importing Records
When you import records in Vtiger, by default the assigned to will be set to the logged user. If you like, you can set them all to one default user in the mapping page (step 4). If you want to set records to more than one user, you can use our Boru VTiger Import app, […]
Syncing Appointments from Vtiger to an App
Recently, we have been working on an App that will allow the user to take orders when a sales rep goes through his appointments of the day. An obstacle that came around was to figure a way to push the appointments out to the sales rep in a simple way while using Vtiger. What the […]
Vtiger Tip – Organization Hierarchy in Vtiger
Organization Hierarchy (or Sub-Organizations) are easy to do/use in Vtiger, yet most users are not aware of the feature. Simply put the Org in full edit mode. Under ‘Member of’, choose the appropriate parent Org. Then, under ‘More’, you can view the Organization Hierarchy. You can create as many levels as you want. See the […]
Additional New Release Information from Vtiger
Here are some more updates from Vtiger about upcoming releases: Version 6.5 to be released by end of March, will carry minor feature enhancements as well as bug-fixes. We are reviewing the contributions on code.vtiger.com. We’ll update on the feature enhancements in February. Last year, with version 6.3, we upgraded to make Vtiger work with […]
Release roadmap for Vtiger 6.5 and 7.0
FYI – the announced vtiger release roadmap is 6.5 by end of Q1, and Vtiger 7.0 in Q3. There should be significant features from Vtiger on demand made available in Vtiger Open Source 7.0. I won’t even guess what features or how many at this point. Vtiger reiterated it’s commitment to supporting the open source […]
Vtiger Tip – New Year’s Resolution – Password Security
Happy New Year Everyone! I am sure you are setting big personal and business goals for the new year. If you are not already enforcing secure passwords in your company this is a MUST to add to your list. You WILL get hacked. It is just a matter of time. Many Boru clients are […]
Customer Closeout Form
Currently, we are working on making a closeout page that includes all of the financing from the order. The form contains the calculations from discounts to selecting a partial amount to make a payment. This form is separated into 4 different sections making the flow of the process better for the user. The 4 sections […]
Posting Data from Vtiger to Insurance Platforms
We have several health/life insurance clients we serve. Over the years, we have developed good solutions for them to post data to their quoting and application partner sites via API. So with one click they pass prospect data from vtiger to a quoting /enrollment site and they are immediately looking at plans they can discuss for […]
Key Metrics – A Vtiger Dashboard Tile That Can Be Very Useful
Some of you may log on to your vtiger home page and see only an advertisement (note: you can get rid of that). There are a lot of helpful graphs you can add to your home page dashboard. Just click the “Add Widget” button at the top right and choose what you want to display. […]
Customized Digital Signature
Our client wanted to be able to insert customized fields into the standard Boru Digital Signature module so that customers could provide additional information as well as sign agreement forms. There was a catch; the client wanted to be able to specify which additional fields would be available on a number of different forms. We […]