Author name: Nandana mk

This vtiger relationship builder userguide helps you Create Relationships between different modules according to your business-specific needs. By doing this you can connect any related data which helps you in easy access to all related information without any complications. you can create relationships between any modules using these simple steps. Step 1: Accessing module builder Log in to CRM Go

vtiger 2 fa is a most effective security, that enhances data security by requiring One-Time-Code for Vtiger CRM access. After the enabling of 2 FA, even if someone knows your username and password, they cannot log in without entering a passcode that sent to their email. This additional layer of protection surely reduces the risk of unauthorized access.

Excel export for Vtiger is an essential matter for data analysis and reporting. But all the times the users face a common problem that they can’t export only the specific fields they need in vtiger CRM. By default, Vtiger exports all the fields of data and it leads to messy and unnecessary data overload. Here, Vtiger Export

Round Robin Assignment in Vtiger CRM extension is a powerful tool, can automate assignments of CRM records, ensuring new customer inquiries, leads, or support tickets or any other module, evenly across selected team members. Through Round Robin Assignment in Vtiger CRM, You can manage record assignments effectively while balancing workloads seamlessly, in simple steps. Steps to Enable

The data consistency across related records is essential for maintaining accuracy in CRM data management. This Related Record Update for VTiger can simplify this by enabling seamless automated updates of related records across different modules in your Vtiger CRM. Step by step guide of Related Record Update for Vtiger 1. To get started, create a new workflow.

Vtiger CRM Global Search can access information quickly and accurately across all fields in Vtiger CRM, whether it is standard or custom. It unlocks full-field search, making it easy for teams to access any piece of information stored in Vtiger, even if it’s within a custom field. You can set up Vtiger global search through these simple steps: 1.