Frequently Asked Questions?
Vtiger Progress View is a visual progress bar that displays the current stage of a record based on its status or stage field. It helps users quickly understand progress, follow workflows correctly, and reduce time spent checking or updating records manually.
The Progress Bar works with all standard modules such as Leads, Deals, Tickets, Sales Orders, ect and also supports custom modules where a picklist-based stage or status field is available.
Yes. Users can update the stage of a record by clicking on the desired step in the Progress Bar, without opening the edit view or manually changing the status field.
No. The Progress View uses your existing picklist values and does not modify current records or workflows. It only adds a visual layer to represent progress more clearly.
Yes. Each module can have its own Progress Bar configuration based on its respective stage or status field, allowing you to align the progress view with different business processes.
Yes. Whenever the stage or status of a record changes, the Progress Bar updates instantly to reflect the current position in the process.
Yes. The Progress View is designed to be user-friendly and intuitive, making it easy for sales, support, and operations teams to use without technical training.
Absolutely. You can use the Progress Bar with custom modules and custom picklist stages, making it suitable for industry-specific or business-specific workflows.
Yes. The Progress Bar is built specifically for Vtiger CRM Open Source and is compatible with Vtiger 7.x and 8.x, including all minor updates and future versions within these series.
This ensures long-term compatibility and smooth functioning even when your Vtiger CRM is upgraded.
No. The Progress View is lightweight and optimized to work smoothly within Vtiger CRM without impacting system performance.
