08 July 2013

vTiger 6 Updates: Settings

While a lot of the changes in Vtiger 6 affect your daily Vtiger use, many of the significant changes are actually behind the scenes in the Settings. We have decided to explore two of the elements specifically: the Picklist Editor and the Mail Converter.

The Picklist Editor is a dropdown field with a list of options available. It can be used to customize the picklist values in different modules. Changes to picklist in Vtiger 6 make it much easier to add, edit, and delete picklist values.

The Mail Converter helps with configuring mailbox scans for messages and converts them to appropriate entities in Vtiger. In addition, it can take actions on messages that match a criteria. 

Overall, the Settings in Vtiger 6 require less typing, less clicks, and are much more intuitive than past versions. Watch the video below to see what it looks like! 


01 July 2013

vTiger Fonality Integration!


We wanted to take another quick break from the vTiger 6 updates to make a post about our new vTiger Fonality Integration! It is a great sync that helps you to efficiently manage the web forms that your customers are filling out. 

With a web form generator, you can create web forms on demand that you can give to your marketing partners. Each partner or ad will have a unique web form that will track the source of the lead.

When a web form is filled out and submitted, a lead is created in the system and immediately connects to Fonality. It then dials the person who submitted the form and also dials the designated hunt group in Fonality (so 6 sales peoples’ phones ring at once).

This great integration can really help you make the most out of both your vTiger and Fonality systems and streamline your business process! Check it out at www.boruapps.com/product/427 today!