Vtiger 7 Feature: Eye Summary View
If you have never clicked the “Eye” icon located next to records in many Vtiger modules, try it out. A nice summary view pop-up will appear of a contact, an organization, a lead, and more. This feature includes the following: Displays “Header” fields and “Key Details” fields Allows you to scroll through other record summaries with […]
Vtiger 7 Tips & Tricks: Tailor Your Module Layouts with the Key Fields, Headers, and Related List Columns
Vtiger 7 now provides a variety of ways to tailor your module layout by using the “Module Layouts & Fields” settings, but did you know the layout of key fields, header fields, and related lists are connected to one another? How the Layouts of Key Fields, Header Fields, and Related Lists Interact: The “Header” section and […]
Vtiger 7 Tips & Tricks: Mystery Solved for Pop-Up Screen of Related List
Have you encountered the pop-up when clicking on a related list record? We were confused how to get to the full record but discovered there are two ways. One requires going to the pop-up screen and the other requires opening the full record in a different tab. Get to the related record’s full page: From […]
Vtiger Customization: HUD – All Organization Activity in One Place + Filter It by Opportunity
Sometimes salespeople ignore how beneficial it is to enter all data into Vtiger because of the time it takes to go from one record to another for the same Organization. If your company is losing opportunities because of lack of information in your CRM, this Head-Up Display (HUD) we created for our customer could help solve […]
Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields
Key Fields are shown at the top of the summary view in most module records. This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more. “Key Fields” section in an Organization Record: It is simple to personalize what fields are shown. How to Set It Up: Go to the following location Settings > CRM Settings […]
Vtiger News: Vtiger 7.1 Features in the Works
Vtiger’s developer, Satish, announced that Vtiger 7.1 features will be released in the next few weeks. We are excited about this news but also would love to see the list of bugs in the Vtiger 7 version addressed first. Note from Satish: “Hi All, We would like to update you that we […]
Vtiger 7 Feature: Tags or Picklists? Manage Your CRM in the Best Way
Picklists and tags contribute the same data to your CRM, but which option is more consistent and useful? In short, we believe picklists create a better data structure when used correctly and allow effective marketing, workflows, and business flow processing. A detailed comparison is in the attached chart. Tags may be more likely to subvert […]
Vtiger 7 Tips & Tricks: Cool New Feature – Headers
Don’t waste time by searching to find commonly used data. Instead, customize your Vtiger headers so that this type of information is at the top of the page to save time. An example of this would be to set phone numbers in the headers of contact records to shorten the time it takes to make a call. Go to Module Layouts […]
Vtiger Customization: HUD Sales Tool to Quickly Update & Oversee Opportunities – All on One Page
Entering customer data is a laborious task and requires time that salespeople may not have when they need to update information. We see this problem often with our clients, and recently helped a company that was losing data and sales because of this issue. Instead of going through the long data-entry process across multiple pages, […]
Vtiger 7 Tips & Tricks: Control How Your Lists are Shared
Did you know you can share Vtiger lists in your database? It’s true, and you can share the list with everyone or control the sharing so only specific users can view it. Share lists: With Everyone or All By Group of Individual Users (i.e. Marketing Group) By Role (i.e. CEO) Differentiating who to share a […]