vTiger 6 Updates: Search & Edit Capabilities

One of the fairly major improvements of vTiger 6 is the new search capabilities. The global search is much faster than previous versions and the results are presented in a way that makes it easy to find what you are looking for right away. The results are displayed in a drop-down list rather than loading a whole new screen, and they are organized within each module by the date they were created.

The editing capabilities from within various modules are much improved as well. The formatting in edit mode allows you to make changes with greater ease and do more with fewer clicks. Instead of having to hover over a field, click to edit, and then click to save, you only need to click once, make your change, and click elsewhere to save the change.

In addition, in the current vTiger model, searching for a Product within a Quote is an ordeal that requires you to click to open a popup window, type into the search bar, hit enter, and then click on the Product you wanted. With vTiger 6, you are able to search for the Product directly in the Quote screen and a type ahead feature will help you find what you’re looking for even faster.

Check out this quick video to see what it looks like: 

vTiger 6 Updates: Dashboard

Another improved feature is the new Dashboard! Some of the changes include:

• A cleaner visual layout
• A more functional drag and drop feature with fewer glitches than the previous version
• A History field that provides easy access to what you have recently been working on
• The ability to easily customize exactly what you see on your home screen right from your home screen

The last point is especially exciting and helps you minimize clicks while in vTiger. From a "Mini List" option, you first select a Module and then select a Filter for that specific module. For example, if you choose Leads, you will be given the option to filter through all Leads, Hot Leads, or This Months Leads. Once a filter is selected, you are given the option to edit the fields that you can see for this module. You can choose as many or as few as you want! Once you hit save, the customized Module will then appear on your home screen.

vTiger 6 Updates: Layout Editor

With the release of vTiger 6 to open source quickly approaching, we are going to be making some posts about some of the new features! We will also be updating our Google+ so check that out as well.

One feature of vTiger 6 that has some pretty significant changes is the new layout editor. It is much easier to use, with great drag and drop capabilities for fields as well as sections! Check it out in this video:

http://www.youtube.com/watch?v=QMIx5LNbv3g

New vTiger Email Add-on!

We have just developed a new add-on that addresses some of the frustrating limitations in standard vTiger's email function. vTiger users are often annoyed by the fact that outgoing emails can only be sent from a single generic email address. In addition, if you are a company that sends out a lot of emails, since vTiger only sends out emails from one SMTP server, you can often get labeled as a spammer by other email accounts.

To remedy these issues, our Multiple Outgoing Email Server Add-on operates in the following ways:

Each user can have a unique FROM address

Each user can have their own SMTP server, which helps to take off a load from the admin SMTP server and prevents emails from winding up in spam folders.

Works for admin and non-admin users

With the Multiple Outgoing Email Server Add-on, you can more effectively utilize your CRM and help your business run more smoothly! Find out more at http://www.boruapps.com/product/422.

Web Form API

Boru has recently created a new way of integrating your web forms with vTiger! With our Web Form API Module, your web developer will have an easy time feeding data from your website into vTiger. Some of the features include:

• A variety of available protocols (use http post, soap, xml, etc.)
• The ability to access many vTiger modules at once
• The capacity to create linked Accounts, Contacts, Appointments, and Quotes from 1 single form
• The basic capabilities that the native vTiger lacks
• The utilization of custom fields 

This is a great way to improve the functionality of your vTiger. Find out more at www.boruapps.com/product/412

Drag and Drop Documents Module

In the standard vTiger build, adding documents to records one by one is a cumbersome, redundant, and time-consuming task. Boru’s new Drag and Drop Documents Module allows you to save time uploading and attaching documents to records within your vTiger! The easy-to-use functionality gives you the ability to upload multiple documents to a record at once.

By pressing the Drag and Drop button, you can drop as many files as you desire into the Drag and Drop Area and proceed to upload them onto the account of your choice. Then you just need to refresh the page, and the documents and their records will all be there!

The Drag and Drop Documents Module is a simple add-on that can save a lot of time. Find out more about it at www.boruapps.com/product/407 or call us at 1(800) 917-9616.

Quick Create Forms Module

The Quick Create Forms Module is one of Boru’s newest and most useful vTiger improvements we have made. It allows you to quickly create new records across all standard vTiger modules from any screen within your vTiger CRM. From a single, easily accessible graphical user interface, you can make multiple forms across multiple modules. All records created within Quick Create are automatically linked to each other. Some of the customizations that you can control allow you to:

• select what modules are present in the form
• choose the fields that will be displayed for each module
• modify the number of columns and sections within the form
• decide how your form will save (detail view, edit view, list view)
• show and hide a “Create and New” button
• turn on and off Typeahead Search

The easy accessibility and functionality of this tool improves the efficiency of your vTiger, saving you time and streamlining your workflow. 

Check out Quick Create at www.boruapps.com/product/406 today!