Vtiger Customization: Easier to Use Menu – Improved Global Navigation Layout
To navigate your CRM in standard Vtiger 7, you must scroll down, hover, scroll over, and click to get to sub-categories. This is not the easiest way to find your way around Vtiger, and our client found it difficult for their users. We created a fixed menu for our client to address the issue: Global […]
Vtiger Customization: Pop-Up Reminders for Your End User Client Accounts
Our client uses Vtiger in a different way than most. It is set-up so their end user clients can log in to personal accounts associated with the business. Whether they are logging into the customer portal or Vtiger, this customization allows them to pop-up urgent messages to their clients. The pop-ups can be for payments that are […]
Vtiger Customization: Boru2Gmail – Save Emails to ‘Opportunities’ and ‘Tickets’ Modules
Recently, we created customizations for Boru2Gmail that will eventually make it to our standard application. Currently, our app allows you to attach emails to your ‘Contact’ records in Vtiger. We went even further with this capability. Now, this client can link the contact’s emails to related ‘Opportunities’ records, related ‘Tickets’ records, and the standard ‘Contact’ […]
Vtiger Customization: Don’t Compromise Your Vtiger Set Up – Create Custom Modules
Do you have unique business needs that the standard Vtiger modules (i.e. Contacts, Invoices, etc.) do not address? There is no reason to settle for a module that does not fit your data or to cram excessive fields into one record. Most people have no idea that custom modules are easy and affordable to create and […]
Vtiger Customization: Price Books – Make Quoting Simpler
Our client needed a faster way to create quotes in Vtiger so we created a capability using Price Books. The goal is to have specific price books load in related quote records so they can easily create the quote and have accurate prices for their customers. How Are Specific Price Books already Populated on the Quotes Record? […]
Vtiger Customization: Complete Invoice PDF Description Directly through Vtiger Module
With an easy-to-use “Add Comment” button on the Sales Order module, our client can add a description to invoice PDFs (see image). Now, their invoice PDF is complete without having to leave Vtiger and they avoid having to add the description manually. This capability mimics the comments function from other products, such as Quickbooks. Contact us to […]
Vtiger Customization: Policy Search & Edit Form for Increased Productivity
We often create specialized customizations for clients that address their exact needs and improves overall productivity. Our client who works with policies has constant status changes to those policies. This then affects many of their contact records in Vtiger because they have to search for each contact who has that policy and change the statuses one […]
Vtiger Customization: Quickly Download All Documents in Related List at One Time
In standard Vtiger, you have to download each document individually. This was time-consuming for our client who has large amounts of documents in their related lists so we added a “Download All” button. When the button is clicked all the documents on the “Documents” related list will download into a zip file. Contact us to […]
Vtiger Customization: Icons – Identify Record Type in List View in a Glance
We added additional icons to a customized address widget for a client. With these icons our client can identify, at a glance, what the record type is while looking at it in list view. Address Type: Primary address (represented by a house icon) Mailing address (represented by an envelope icon) Contact us to learn more […]
Vtiger Customization: Track Partial Shipments
We created a capability that tracks partial shipments and shows, in real-time, how many packages were received. Now, our client can check their shipment deliveries quickly to confirm every package was sent to their customer. This capability is directly linked to Vtiger. It appears next to the “Quantity” field in the Sales Order record, allowing users to […]