vTiger+ Feature: Account Roll-up

A lot of vTiger Items can be linked to both Accounts and Contacts: Quotes, Sales Orders, Invoices, ToDos, Activities.

In vTiger+ we extended this to everything. Any item associated with a Contact, such as a Product or Document, also appears in Account Information as well. Now, even if you have Documents stored under multiple Contacts with the same Account, you can easily track them all from the Account View.

This features makes it easier to view all Account info at-a-glance, without worrying that there's a Document hiding under a Contact.

I wanted to include a screencast to demonstrate this feature, but I'm having trouble finding a program that I like, so it'll have to wait until later this week. In the meantime, visit our vTiger website to see all of our vTiger offerings.

vTiger+ Feature: Calendar Information

We're familiar with the complaint that the vTiger calendar doesn't show enough information in monthly view.

We addressed this in vTiger+. Hover your mouse over any event in the calendar's monthly view and you will see information about the Contact or Account related to the event.

Hover over an event in vTiger+ and get more details

Learn more about vTiger+ or inquire about how Boru and vTiger+ can improve your CRM experience.

vTiger+ Feature: Contact Search

Easy access to Contact information is one of the cornerstones of CRM, which means that easy access to search is incredibly important as well.

In standard vTiger, a user has to make too many clicks just to get to the advanced search, and once the advanced search is open he still has to set up the specific fields and conditions.

Any organization with a sizable list of Contacts needs to access advanced search on a regular basis in order to narrow their search results.
In a large company, where many users are doing many searches each day, the time wasted setting up searches really adds up. The hassle is felt companies of all sizes.

Our goal with vTiger+ is to make the most important a frequently used features faster and more intuitive.

In vTiger+ we bring the search menu into view as soon as you enter the Contacts section. On top of that, it defaults to an advanced search with a number of fields predefined. Take a look:

Contact Search in vTiger+ displays useful fields by default

Learn more about how vTiger+ can make your CRM experience faster, happier, and more productive.

vTiger+ Feature: Backup Outgoing Email

In addition to the fields we've added to the outgoing email server settings, vTiger+ allows you to set a backup outgoing email server.

If your primary server fails, all emails will be sent from the backup server until the primary is fixed.

vTiger+ Feature: Additional Email Settings

We added 3 fields to the outgoing server settings in vTiger+, our special vTiger build with over 75 bug fixes and added features:

1. Set the outgoing email port
2. auto-CC on all outgoing emails
3. auto-BCC on all outgoing emails

Visit borugroup.com/vtiger for more information.

Before

After

PDF Invoice

Boru is pleased to announce an improved PDF tool. Based on the PDF Configurator by Frank Piepiorra at crm-now.

We cleaned up the header section and made some modifications to the settings page, allowing you to easily create PDF Invoices, Quotes, Sales Orders , and Purchase Orders.

Visit borugroup.com/vtiger to learn more about our vtiger capabilities and services.

Original Header

New Header. Changed address formatting and fixed capitalization.

The Settings page. Most options can be turned off or on with a checkbox.

vTiger QuickBooks Integration

Boru has been working on a vTiger - QuickBooks Integration for some time and it's just about ready for release.


Key features

• Send vTiger Contacts to QuickBooks as Customer
  
• Send vTiger Accounts to QuickBooks as Customer
  
  
• View transactions history of QuickBooks Customers in their respective vTiger Contact Details
  
• Send vTiger Invoices to QuickBooks
  
• Send vTiger Sales Orders to QuickBooks
  
• Send vTiger Quotes to QuickBooks
  

We've gone to great pains to make sure our integration will work for anybody, no matter how they use QuickBooks or vTiger. To make this work, we've made the field mappings fully customizable.

Any vTiger Contact or Account field can be mapped to any QuickBooks Customer field. Transactions are just as flexible. Any vTiger Invoice, Sales Order, or Quote field can be mapped to any QuickBooks transaction field.

We've set up the link with the most logical defaults, but if your system is different, the field mappings are easy to change from our simple settings page.

Contacts Field Mapping Settings Page. Select the vTiger Field from the dropdown, then select the corresponding QuickBooks field. Add and remove fields as desired.

For more information, visit borugroup.com/vtiger_quickbooks

vtiger+

We've decided on a name for the previously announced vtiger skin, vTiger+. Check it out at borugroup.com/vtiger. Go to Setup > vTiger+ for more details.