Vtiger Help And Tips

What is Vtiger CRM OpenSource? Vtiger CRM OpenSource is a powerful customer relationship management platform used by small and mid-sized businesses to manage sales, leads, support, and automation. In this guide, you’ll learn how to navigate the dashboard, use key modules, automate workflows, and get the most from your CRM.. Understanding the Vtiger CRM Dashboard […]

Customizing the vtiger CRM login page is one of the simplest yet most effective ways to improve branding, user experience, and professionalism for your CRM users. Instead of showing the default vtiger interface, you can align the login screen with your company branding by changing the logo, background, colors, and styling. In this guide, you’ll

Steps to customize module icons Effortlessly customize Module icons in vTiger CRM by following the simple steps. Create the new icon with the dimension 20px x 20px representing the module. Go to path CRM Root / Layouts/ v7/ Modules/ Module name/ Module name.png Replace the existing file with the new icon. Watch Video

Steps to customise Favicon customize Favicon in vtiger CRM and effortlessly personalise vTiger CRM interface. Create your Favicon image and convert it to .ico format. Path: Layouts > v7 > skins > images > favicon.ico Rename the original icon image and replace the default icon with your company icon. Watch Video

Add your important Fields in the summary view in vtiger CRM Go to the Module Layout Editor, choose the required field, and activate the Key Field option. Your changes are now successfully applied.    https://youtu.be/YSW38MhUYUE?feature=shared

Customize the header field in the related field popup list view in vTiger CRM. Navigate to the Module Layout Editor, select the desired field, and enable the Header Field option. That’s it your changes are complete. This will improve the data accessibility in your Records. https://www.youtube.com/watch?v=XHOmBV4js_E