Vtiger 7 Feature: Easy Navigation with Breadcrumbs!
In past versions of Vtiger, getting back to the previous page required a click on the back button and subsequently multiple clicks. Vtiger 7 improved upon this with the breadcrumb feature that only requires you to click once on the preferred title to get back to previous locations. We find this a simple, yet very helpful new […]
Vtiger 7 Tips & Tricks: Effortlessly Change Your Default Landing Page
The dashboard is the default landing page / module chosen for you in Vtiger 7 and is the first page that appears when you log in, but it may not make the most sense for your daily CRM needs. Quickly change the default menu page by going to: Settings> CRM Settings> Configuration> Configuration Editor and […]
Vtiger Customization: Make it Easy for Your Sales Team to Update Opportunities
Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes. To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time. With this […]
Vtiger 7 Feature: What is Up with the New Global Navigation?
Users now have more steps to get to their desired location from the Vtiger 7 global navigation. While the navigation is more stylized than Vtiger 6.5, you have to click twice and scroll twice to get to the same location. Take the “Organizations” page location as an example. Only one step is required to […]
Vtiger 7 Tips & Tricks: Small Change for Advanced Global Search
Vtiger 6.5 and Vtiger 7 have the same advanced searches, but they have different buttons to activate the pop-up. Vtiger 7 uses an arrow symbol for the button instead of the word “Advanced”, and the image below shows a quick comparison of this difference. Contact us to learn more or for help with your Vtiger database!
Vtiger 7 Feature: Add Attachments on Comments
Vtiger 7 has improved commenting in the CRM by adding an attachments feature. You can now attach related documents when you post your comments. Contact us to learn more or for help with your Vtiger database! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]
Vtiger 7 Feature: New & Improved Tag Function
Vtiger 7 has vastly improved the functionality of tagging compared to the Vtiger 6 CRM, and there are four new functions beyond adding a tag. Four New Functions of Vtiger 7 Tags: View of current tags chosen for the company, contact, etc. Ability to choose from tags already populated in the Vtiger system. Public tag option […]
Vtiger 7 Feature: Can’t Turn Off Tag Function Anymore
Vtiger 7 does not allow you to turn off the tag function like previous Vtiger versions did. Stay tuned, we will have future posts about tagging in the database. Contact us to learn more or for help with your Vtiger database! [button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button
Vtiger Customization: Help Sales Reps Use Vtiger More Effectively with Head-Up Display
One of the most common complaints we hear from our clients is that navigating the Vtiger system is too difficult for their sales team and wastes their representatives time. Some sales people find it so complicated that they completely avoid using their company database. For this reason, having your most important customer information on one […]
Vtiger 7 Feature: What’s the Deal with Modal Pop-Ups?
Users will encounter modal pop-ups across Vtiger 7 that are a surprising and potentially confusing design choice because the box covers a large portion of the screen. This design may trick you into believing the pop-up is an entirely new web page, and in that case you will press the back button to view the previous page. This […]