Vtiger Tips and Tricks – Sending a Group Email in Workflow
Whenever our clients have questions or issues, we work our hardest to get answers and results. We recently had a client who was experiencing issues when sending emails to a group in Vtiger. Our Vtiger professionals were able to find a workaround to help this client. The client wanted to trigger a workflow that sends an email […]
Vtiger with Google Apps for Business – A Great Combination
Keeping track of calendar events on multiple devices can be complex to set up and manage. We recently had a client who was using GoDaddy email with Vtiger and was looking for a seamless way to keep track of calendar events. Like many of our clients, he has a smart phone, tablet, laptop and desktop PC. He […]
Boru Featured Products – Reminder Module
We recently had a client purchase our Vtiger reminder module because he needed a way to stay up to speed with reminders within Vtiger. We installed it and helped him get up and running. It was great to see what a big improvement it made for his work in Vtiger. His initial interest was driven […]
Vtiger Tips and Tricks – Issues Importing into Vtiger
We recently received calls from some clients about importing issues into Vtiger. Here are some tips from our developers to make importing into Vtiger go more smoothly. The most common importing issue is the upload_max_size limitations in the environment’s php.ini file. Typically, this defaults to something small like 2 or 5 MB. Increasing this to 50 […]
Vtiger Tip – 90% Zoom Issue Resolved
We recently had a client ask about a viewing issue when the screen is set to 90% zoom. Fortunately, our developers were able to fix the bug. This issue is often found when using Google Chrome, but can sometimes be found in other browsers as well. If you come across this bug, find the template file that […]
Vtiger Tips – Adding a Color Pallet
We recently had a Vtiger support call from a client who wanted to the Vtiger colors to match their corporate colors. Users can easily change the color pallets of their Vtiger to match company colors or any preference. Simply go to the right hand top tool bar and select the paintbrush tool. Then select whatever color you prefer. This […]
Vtiger Tips – Mini List Widget on Dashboard
One of our clients recently inquired about displaying data filters on the dashboard for all users to see. Vtiger has a really easy to use feature that addresses this need. Have you ever noticed the Mini List Widget at the bottom of the Add Widgets dropdown menu? You probably answered no, since this widget is […]
Vtiger Tip – New Vtiger-Vonage Integration
Here at Boru, we strive to keep our customers up to date with all aspects of Vtiger. Today, we came across a Vonage announcement of a new integration with Vtiger. The integration known as VonageConnect allows businesses to link Vonage with Vtiger. VonageConnect features include: log call data desktop call routing one click dialing automatic call logging desktop address book integration […]
Vtiger – For Internal Use Only
In Vtiger there is a lot of options to isolate data between roles using permissions. One of the latest modifications we completed was for a client who wanted to expand on this. In this use case, the client wanted to monitor modifications in a contact record. This client operates as a call center with many […]
Vtiger Tip – Vtiger Mail Converter
We get a lot of support calls about the Vtiger mail converter. Many people use it as part of Vtiger ticket processing, but there is a lot of confusion about pulling in emails to link to contacts/leads/organizations. Here are some things to know. You can create a mail converter for your email account and pull […]