Vtiger 7 Feature: Related Record Count is Now Standard
New users of Vtiger 7 are greeted with improved features on every page. One of these features is the related records count represented by a purple icon with a number located inside the color. This icon informs the viewer of the number of related records with a quick glance at the top of most of the pages on the […]
Vtiger 7 Tips & Tricks: “Details” “Edit” “Delete” Options
Vtiger 7 made a small change of location for the “Details” “Edit” “Delete” options. In Vtiger 6 they are located in separate icons, and in Vtiger 7 they are located in the three dots icon (see image below).
Vtiger 7 Feature: New Improved Global Search
Vtiger 7 has a new global search that appears on your current screen as a pop-up box. This can be helpful when you want to quickly preview information about a contact, organization, etc., but still remain on the same web page. Compare this to Vtiger 6 where you can only see one piece of […]
Vtiger 7 Feature: Task Management Screen
Vtiger 7 has a new task management screen where you can assign priority from high to low. The tasks are instantly transferred to your calendar. Click the “Check Mark” icon in the upper-right hand corner to get started. We will have a series of blog posts about all the fun new features in the […]
Lenovo Is Using Vtiger for their Help Desk!
Lenovo just announced they will be using Vtiger for their customer support help desk! This is quite a coup for Vtiger and speak to a positive long term future for Vtiger. See more information by clicking here. 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: Picklist Color Field Values
Vtiger 7 added a new feature that allows you to assign meaning to your picklist. The field values are provided by Vtiger and you can assign them in any module in your CRM. Some examples of field values for the Contacts module are “Cold Call”, “Trade Show”, “Direct Mail”, and more. Create meaning of your […]
Vtiger 7 Feature: Small but Nice Enhancement for “Unlink” Icon
Vtiger 7 changed the icon for removing linkage on related list views. In Vtiger 6, the icon is a garbage can and caused confusion. People thought it would delete the actual record versus only deleting the linkage between the 2 records. In Vtiger 7, the icon is a link with a break down the middle The mouse […]
Vtiger 7 Tips & Tricks: “I Can’t Get Back to My Previous Screen”
On any related list in Vtiger 7 Open Source, a pop-up window appears when you click on the related list. Clicking the back button on your web browser will not bring you back to the last page. Exit the pop-up window and return to the previous screen by: Clicking the X button in the upper right […]
Vtiger 7 New Feature: Tax Region
Vtiger 7 Open Source has added a tax region option to Invoices, Quotes, etc. To learn how to set up the tax region, click here. After the initial region setup, you can select the regions with a drop down menu Regions can be set as a state region or a country region Tax Regions […]
Vtiger 7 New Feature: Multiple Dashboards
Now Vtiger 7 Open Source allows you to create multiple dashboards. This addresses the needs of Vtiger users who have various roles in their business. For example, if a Vtiger user is both in project management and sales, they can create a dashboard for project metrics and a dashboard for sales metrics. Multiple Dashboards Perfect for organization […]