Extension configuration / usage guide
vtiger field autofill Extension for VTiger is a powerful productivity tool, eliminating the need for repetitive data entry seamlessly by mapping fields between different modules. Steps to Configure Field Autofill in Vtiger CRM Step 1: Accessing Field Autofill for VTiger Login to Vtiger CRM using your credentials. Go to Settings, click on CRM Settings navigate to […]
The vtiger CRM label editor is a tool that helps you customize the words used in your Vtiger CRM. You can rename fields, modules, and menus to make the CRM easier for your team to understand and use. Label editor for vtiger lets you create a CRM that fits your team’s needs perfectly. Steps to Customize Labels in Vtiger CRM Step 1:
This guide explains how to mention users in comments within Vtiger CRM, using the vtiger mention users in comment extension, and helping teams collaborate more efficiently by notifying the right people at the right time. Steps to Mention a User in Vtiger CRM Comments Log into Vtiger CRM Using your Credentials From the Main menu,
Rich text editor allows you to format your vTiger CRM data. The rich text editor gives you 2 options: You can enable rich text editing features for fields ( HTML fields )in a module or you can create a new text area with rich text editing features. Adding Rich text fields in Vtiger allows your team to capture detailed
User Guide How to Create Rich Text Fields in Vtiger CRM Read More »
