vtiger:vtigerce:customize

  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
  • vtiger/vtigerce/customize.txt
  • Last modified: 2020/10/04 10:48
  • by admin