Vtiger Customization: Remove Hover Pop-Ups Across CRM
Our client found the hover pop-ups across Vtiger got in the way of their work. For example, they would be trying to click on the organization name and the summary view pop-up would block their access. While this was simple to do, it made the user experience at their company better. We also […]
Vtiger 7 Feature: Create a User-Friendly “All” Default List View Search with New Editing Tool
Vtiger 7 has a new feature that gives you the ability organize “all” default list view columns. This tool is not available in Vtiger 6 and is a nice improvement. Get the most out of this feature and streamline the search for your CRM users by configuring the order of columns from the most commonly used to […]
Vtiger App: Protect Your Data with Field Encryption
Is there sensitive and private data in your Vtiger CRM? If so, it is important to note that Vtiger does not have the capability to encrypt fields. This means that if a hacker gains access to your server, they can read the data in your Vtiger MySQL database. The data is presented in the same way […]
Vtiger 6 Customization: HUD Tool that Combines Customer History Similar to New Vtiger 7 Touchpoints
We created a HUD tool for a customer (read about HUD pages here) that combines the email history, phone call history, and comments in Vtiger 6 into one section so contact history is easy to review / track. They are listed in chronological order. We also do this customization in Vtiger 7 because although the […]
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 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 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 Customization: Automate Your Appointment Schedule Process
Our client was spending copious amounts of time setting up appointments, so we created a Vtiger customization that streamlines this process. The customization is automated and allows the receiver of our client’s emails to select the appointment time themselves. A link is in the email, and once clicked, it brings up a representation of their calendar […]
Vtiger Widget: Quick View of Key Metrics
If you are not currently using the key metrics widget on your Vtiger dashboard, consider adding it as soon as possible. Your CRM is meant to help your business run efficiently and this handy widget tracks how your business is doing overall by displaying current data. Examples of some live count metrics to keep track of: […]
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 […]