Frequently Asked Questions?
Vtiger Kanban View displays your CRM records as visual cards grouped into columns based on a picklist field (such as Sales Stage or Status). It helps teams quickly track progress, identify bottlenecks, and manage work visually instead of relying on traditional list views.
Kanban View works with any Vtiger module that contains a picklist field. Commonly used modules include Opportunities, Leads, Tickets, Projects, and custom modules. You can configure Kanban view separately for each module.
Yes. When you drag and drop a card from one column to another, the corresponding picklist value is updated automatically in Vtiger CRM. The change is saved in real time no extra clicks or manual updates needed.
Absolutely. Vtiger Kanban View includes a quick detail view option that lets you see important record information instantly. You can review key fields without navigating away from the board.
Yes. Along with the quick detail view, you can open the full edit page directly from the Kanban board. This allows you to make complete updates whenever detailed changes are required.
Yes. kanban board for vtiger crm supports custom modules and custom picklist fields, as long as the field is configured as a picklist in Vtiger CRM.
No. Vtiger CRM Kanban View Plugin does not modify or restructure your existing data. It simply provides an alternative visual way to view and update records using existing picklist values.
Yes. The Kanban View for Vtiger extension is designed specifically for Vtiger Open Source and follows Vtiger coding standards. Version compatibility details are typically provided on the product page, and support is available if you need confirmation before purchase.
No advanced technical knowledge is required. The configuration is straightforward, select a module, choose a picklist field, and define the values to display as columns. Most users can set it up without developer assistance.
