vtiger:vtigerce:customize [Think.Quality]

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==== vTigerCE Documentation: Customization ====

    Vtiger Customization
        Account Settings
        Automation
        Configuring Fields
        Creating and Importing Modules
        Configuring Modules
        Miscellaneous
        Organizing Data
        Finding Duplicates

Vtiger Customization
Account Settings

    Adding company details
    Changing password
    Configuring outgoing emails
    Configuring incoming emails
    Organizing menu bar
    Changing date, themes, timezone, etc
    Customizing field labels, tab names & other strings

Automation

    Setting up workflows
    Capturing website visitors as leads
    Configuring mailbox to convert emails to suitable entities

Configuring Fields

    Creating custom fields
    Re-arranging fields
    Editing field properties
    Deleting custom fields
    Customizing picklist fields

Creating and Importing Modules

    Creating a New Module
    Importing custom modules

Configuring Modules

    Deactivating unwanted modules
    Activating deactivated modules

Miscellaneous

    Tagging important records
    Jumping to a selected page in list view of records
    Adding custom lists to dashboard
    Languages supported by Vtiger CRM
    Disabling and configuring fields in summary view
    Performing mass operations on selected records
    Exporting Comments

Organizing Data

    Importing records from existing files
    Creating custom filters

Finding Duplicates

    Finding and managing duplicate records
    Finding and managing duplicate records while importing records