The List View Total in Vtiger CRM offers benefits that can provide real-time insights by quickly calculating totals for numerical data in list views without the need of manual effort, saving time and reducing errors.
Steps to Set Up Sum of List View in Vtiger CRM
Step 1 : Accessing Vtiger CRM sum of list view
- Log in to Vtiger CRM.
- Go to Settings, then click on CRM Settings
- Navigate to other settings and select JB List View Total.
Step 2: Configuring List View Total
- Click on Add New to start setting up the vtiger List View Total configuration
Set up the following:
- Select the module which you want to setup the list view total and select the fields.
- Here, we selected ”opportunities”as the module
- Labeled the list view total as ”Total amount”, so the list view total is displayed at the top with this label
- chose “Amount” as the field to calculate the total list view of opportunities.
- Finally click save to complete the configuration setting of Vtiger CRM sum of list view.
Step 3 : Viewing the Vtiger CRM sum of list view in Action
- Navigate back to the Opportunities module
- At the top of the list view, you will now see the Total amount displayed, This provides real – time insights of numerical data for selected module.
Step 4 : Using Filtering options
Example : Filtering by time period, Status and User.
- Open the Opportunities list view
Example 1 :
- Apply filters using the options available and search :
- Time period : select a specific time period
- Status : ”Closed Won” (chose the status stage based on need)
- User : ”Demo User” (Selected a specific user to view data assigned to them)
Example 2:
- Apply filters using the options available and search :
- Time period : select a specific time period
- Status : ”Closed Lost” (chose the status stage based on need)
- User : ”Demo User” (Selected a specific user to view data assigned to them)
Watch Video
In this video, We are going to show you exactly how to set up the Vtiger CRM sum of list view feature in your CRM.
