Vtiger Quickbooks is a module

Our vtiger-quickbooks is now a module. That means installation is simpler than before and it behaves nicely with other modules and customizations.

There are a number of feature enhancements, most notably real 2-way sync. The settings options are greatly expanded allowing a lot more control over how you sync.

Product, vendor, taxation, and discout support is greatly improved. See boruapps.com for details.

More Gadget News

After too long sorting out a bug on Google's end, we're finally under way getting the last bit developed on our Gmail Contextual Gadget.

I'm serious, we really do have a bug report in Google's bug tracker, which seems an achievement in itself, no?

Anyway, hold tight a bit longer, your Vtiger data will be waiting for you in your inbox in no time.

As always, boruapps.com is the place to get in touch with us if you need anything in the meantime.

Where's my Gmail Contextual Gadget?

Several months ago we posted a screenshot of a neat little gmail gadget that pulls Vtiger customer info directly into your Inbox.

If the sender of a message is already in your database, you can immediately see his contact info, existing invoices, events, emails linked in vtiger, etc.

Or you can create a new record right from Gmail.

We've been using it since then, and it's invaluable. Why can't you get it?

We need to make the gadget use Single-sign-on, meaning that if you're logged into Google, Vtiger knows you're authorized. It's a little ridiculous for anything that's not in the cloud (and vtiger is not), but Google said so, so we're doing it.

Some glitch at Google has been rejecting my updates for weeks. If I can't submit updates, I can test them either and so here we are. I'm trying to resolve this with what time I have, so you can get access to this very cool gadget. We'll see...

Google Contact Sync is a Module

Our newest release of vTiger Contact Sync for Google is a true module. No more installer script, no more modifying the existing code. Just open our zip file from vtiger and away you go.

Contact us now to get it immediately or wait a few days and purchase for direct download when we launch our shopping cart.

Boru Partners with Standing Cloud to provide vTiger+ Hosting

Boru is working with Standing Cloud, a cloud hosting provider to distribute vTiger+.

The partnership allows customers near instant access to the zero-config, widely popular vTiger+.

The vTiger CRM solution with well over 100 bug fixes at this point, and ever-growing list of new features, and defaults that make sense is now available on state-of-the-art cloud servers.

By working with Standing Cloud, customers can go from zero to fully installed and configured vTiger+ in about one minute.

To find out more about vTiger+, visit our website. To learn more about vTiger+ hosting with Standing Cloud, and to try a vTiger+ test drive, visit Standing Cloud's vTiger+ page.

vTiger-QuickBooks Videos

Check out these videos of the integration in action:

Send a Record to QuickBooks


Send Multiple Records to QuickBooks


Update Records


Settings


Anything else you want to see? Ask in the comments section.

To get the integration in your vtiger, visit our website.

vTiger-QuickBooks 1.2.3 Now Available

The latest version of vTiger-QuickBooks Integration add the following features:

• Support for custom vTiger fields
• Support for international number formats (i.e. 20.000,00)

Get it now from http://borugroup.com/vtiger_quickbooks

vTiger QuickBooks 1.2.1 Now Available

Our latest version of vTiger-QuickBooks includes the following improvements:

• Mass add vTiger records to QuickBooks from the List View
• Customizable product and services mapping
• Easier record deletion
• Improved support for updating records on the QuickBooks side without negatively affecting the link

Coming soon:

• Support for vtiger custom fields.

Contact us or visit our website for more information.

vTiger QuickBooks for vTiger 5.2

We've updated our vTiger-QuickBooks Integration to work with vTiger 5.2.

Google Contact Sync Update

We have been making steady progress on our Google Contact Sync. It is almost ready for public consumption as a beta.

One of the main slowdowns was changing the authorization method to AuthSub. We think it is well worth the wait. By using AuthSub, users can grant vTiger access to their Google Contact information without disclosing their password to the vTiger host. This means that your vTiger provider can only access the data you specifically allow, and you can revoke access at any time without having to reset your password.

How it works in brief: The first time you sync your contacts with vTiger, you will be taken to a Google web page where you enter your password and grant vTiger access to your Contacts. Google then sends a token to vTiger that vTiger will use in lieu of a password. The metaphor Google uses is a valet key, which gives the valet limited access to your car. He can drive it for instance, but can not open the trunk.

Expect an announcement here and on our website in the next couple of weeks.

Automatically Send Transactions to QuickBooks

In vTiger-QuickBooks 1.1 you can set conditions for automatically transferring vTiger Invoices, Quotes, and Sales Orders based on status.

Just set check the statuses in the vTiger Settings page and when a transaction changes to that status, it will automatically transfer to QuickBooks.


This is just one more way that we have made vTiger and QuickBooks more convenient.

For more information about our vTiger QuickBooks integration, visit our website, or contact us directly using our web form.

Goldmine to vTiger Conversions

Boru offers both Goldmine and vTiger services, but what we've found over the years is that more and more people are choosing vTiger. Furthermore, people who were using Goldmine (ourselves included) are switching to vTiger.

Boru can ease the switch by migrating your data from Goldmine to vTiger and providing training.

For more information about switching from Goldmine to vTiger, contact us today.

Google Contacts Sync

We've been working on a variety of Google Apps/vTiger Integrations for a while now. The first product we will release is a Contacts sync. We're working through some of the remaining issues at this point, but here's a preview of what is currently working.

The beauty of a Contact Sync with Google is that Contacts in Google can easily be linked to smart phones like the Blackberry and iPhone.

Our program is a fully automated 2-way sync between Google Contacts and vTiger Contacts. Sync settings are set on the user level, and the synchronization routine runs nightly. Let's take a look.

vTiger->Google Settings. Select a filter to determine which contacts are sent to Google. Choose a Group to receive Contacts.

The user can limit the Contacts that are sent to their Contact list by selecting an available Contact Search Filter. By default, this will only sync Contacts that are assigned to the current user. The user can also select which Google Contact Group will receive incoming Contacts.

Google -> vTiger Settings allow you to choose which Google Groups will send Contacts to vTiger. You don't have to share your Family Contacts with your colleagues :)

The Google to vTiger Settings allow you to select which Google Contact Groups will send Contacts to vTiger. This allows you to keep a list of Contacts in Google that you don't share with other vTiger Users.

Once these settings are configured, your Google Contacts will start syncing each night. Additions, modifications, and deletions made in Google or vTiger will be reflected in the other Contact list by the next day.

If you can't wait, you can run the sync immediately with the click of a button.

See more Boru customizations at our vtiger website.

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