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.

vTiger Skin

Boru is currently developing a vTiger Skin. The Skin will incorporate a number of the fixes, modifications and customizations we've put into customer builds over the years.

Some of the changes are small; we changed the default Calendar view to Monthly Calendar View from Weekly List View.

Other changes are major feature additions; all Skin builds will have Google Maps Integration built in which allows you to see the location of a Contact and any nearby Contacts in a Google Map View from within vTiger.

The majority of changes fall somewhere in between. For instance, our Skin build will finally allow you to send a mass email to all people matching a search filter. The standard build only limited mass emails to the people listed on the current page.

And of course there's the bug fixes we've accumulated over the years.

View our current list of Skin features at on our website. Go to Setup > vTiger+