One View in Contacts

Learn about the One View widget in the Contacts module, the data that it shows, and the actions you can perform on the data.

Ruba

5 Sep, 2023 - Updated 23 days ago

What Does the One View Widget Display in Contacts

Did you ever wish you could view all your contacts’ information in one place without switching back and forth between apps?
We believe your wish has come true because One View will do it for you! Look what One View will display for a selected contact all in one place:

Organization the contact belongs to
Deals related
Cases reported
Quotes created

In this article, we will discuss what the One View widget displays for a contact.

Before you proceed, read the article on One View: Introduction – it talks about the One View feature and explains its significance.

The One View widget in Contacts displays the following related records of a contact:

Organizations

You can view the details of the related organization in the Contact’s One View.

What actions can you perform on an organization under One View

Reaching out to the organization
- By clicking the More icon on the top right corner of the organization card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to an organization.
- Only one organization can be linked to a contact at once.
Viewing key fields
- Important information about an organization is shown in Key Fields. You can view the key fields by clicking the organization card.
To know more about organizations, click here.

Deals

All deals related to a contact can be seen in the contact's One View widget.

What actions can you perform on a deal in One View

Reaching out to the contact
- By clicking the More icon on the top right corner of the deal card, you can see Call, Email, and SMS options. The primary contact details stored in the CRM are used for reaching out to your contacts.
- The unlink option removes a deal from a contact’s related records.
Viewing upcoming activities and key fields
- You can view all upcoming activities related to a deal along with the key fields that display important deal-related information.
To know more about Deals, click here.

Cases

Whenever a contact reports an issue, you can create a ‘case’ with relevant details. All these details related to the case can be viewed under the Contact’s One View Widget.

What actions can you perform on a case under One View

Unlinking a case
- Click the More icon on the top right corner of a case card to view the Unlink option. When you unlink a case from an organization, it stops showing under the Contact’s One View.
Viewing case details in key fields
- Important information about a case is shown in Key Fields. You can view all the details in key fields by clicking the case card.
To learn more about cases in Vtiger CRM, click here.

Quotes

In this section of One View in Contacts, you can view all the quotes sent to a contact.

What actions can you perform on a quote under One View

Unlinking a quote
- Click the More icon on the top right corner of a quote card to view the Unlink option. When you unlink a quote from a contact, it stops showing under the contact’s One View.
Viewing key fields
- Important information about a quote is shown in Key Fields. You can view the key fields by clicking the quote card.
To learn more about Quotes in Vtiger CRM, click here.

Note: One View shows a maximum of 20 records from each module. Click Show more to view all the records.
Records under One View can be hidden or expanded by using the arrows beside the module names.

Did you know that Vtiger has One View widgets for Deals and Organizations? Visit the links below to know more.

Was this article helpful?

0 out of 0 found this helpful.

Comments 0

Be the first to comment

Articles in this section