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