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 […]
Vtiger 7 New Feature: Edit in List View
Vtiger 7 Open Source created a new feature where you can edit contact or lead information in list view. How to edit in list view (video below): Search for the contact / lead in the search bar Double click on an open space in the contact / lead row you want to edit Edit contact […]
Vtiger Customization: Boru2Gmail Google Chrome Extension
Many Vtiger users also email customers through Gmail, and like most people, will have a lot of back and forth when transferring information. Using Boru2Gmail, a Google Chrome extension, links the two accounts and streamlines the customer data. In the last week, we provided a Boru2Gmail customization requested by a customer that was tailored to their specific business demands. It created […]