Vtiger Help And Tips

Vtiger open source guide joobilant helps and tips

How to Use Vtiger CRM OpenSource | Step-by-Step Guide

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 […]

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vtiger helps and tips adding header filed in popup list view

How to add a header field in the related field popup list view.

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

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