How to Customize vTiger CRM login page
Customize vTiger CRM login page using the path : CRM_ROOT/ layouts/ v7/ modules/ Users/ Login.tpl For more vTiger CRM customization tips check out vtiger help and tips
Read MoreHow to Customize Module icons in vTiger CRM
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. For more vTiger articles visit vtiger help and tips
Read MoreCustomize Favicon in vTiger CRM
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. Need more vTiger guides visit vTiger help and tips
Read MoreHow to add Key Fields in summery view
How to 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. visit vtiger help and tips for more
Read MoreHow 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. Visit vTiger help and tips for more guides.
Read MoreHow to set up Gmail as the outgoing server in vTiger CRM
Introduction Ensure every client interaction is reliable and secure using Gmail as the outgoing server in vTiger CRM. Prerequisite for setting up Gmail as the outgoing server Steps to configure Gmail as the outgoing server in vTiger CRM. Step 1 – Setting up Gmail as the outgoing server in vtiger CRM ( there will be […]
Read MoreHow to set up Sendgrid as outgoing server in vTiger CRM
Introduction Effective communication is the most important factor when it comes to customer relationship management. vTiger CRM helps in managing and storing customer data. but how can you interact with your customers? By Integrating Sendgrid as outgoing server in vTiger CRM, you can send emails from vTiger CRM and also it can improve deliverability and […]
Read MoreHow to Perform Global Search Across All Fields and Modules in Vtiger CRM
Introduction In Vtiger CRM, while the default global search allows users to search for data within specific fields, it can be limiting when you need to access detailed information across all fields. For Vtiger CRM users, finding specific data quickly can sometimes be a challenge, especially if you need specific details across all fields. Vtiger […]
Read MoreMaximize Productivity in Vtiger with the Rich Text Editor
Introduction The Rich text editor in vtiger CRM is more than just a tool for styling, it is an important feature that enhances communication. Rich text editor is also known as WYSIWYG HTML editor. Using a rich text editor, you can convert your text area to a rich text field and change the existing field […]
Read Morevtiger Webhooks Userguide
Introduction Vtiger Webhooks Userguide is designed to help you easily connect your CRM with third-party applications, ensuring automated, real-time data flow that enhances productivity and efficiency. Vtiger Webhooks are essential for seamless automation and real-time data sharing within your CRM. By enabling Vtiger webhooks you can make sure that your system automatically shares data with […]
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