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Authenticate Emails with SPF, DKIM, and SenderID
Auto forward your emails to Vtiger
Automate Outgoing Emails in Email Settings
Managing User Profiles
Automation - Approvals
Setting up User Roles
Automation - Assignment Rules
Set up Multi-path Workflows
Creating a Scheduled Workflow
Automation - Scheduler
Creating a Workflow
Webforms in Vtiger CRM
Set up a Workflow Action to Create Event
Set up a Workflow Action to Create Records
Set up a Workflow Action to Create Task
Set up a Workflow Action to Invoke Custom Function
Set up a Workflow Action to Create an SMS Task
Set up a Workflow Action to Send Mails
Set up a Workflow Action to Update Fields
Automation - Workflow Action - Webhook
Automation - Workflows - Vtiger Expressions
Configuration - Business Hours
Configuration - Company Details
Configuration - Consents
Configuration - Customer Portal
Maps in Vtiger CRM
Configuration - Usage Details
Configuring Encrypted Data Fields in Vtiger CRM
Configure Picklist Dependencies
Considerations for Deactivating Vtiger Users
Control Fields and Record Displays using Configuration Editor
Create Reminders for Records and Inbox
Create a field of a Grid type
Dealing with Currencies and Taxes
Enable Desktop Notifications on Chrome Web Browsers
Vtiger CRM Add-ons
IMAP Configuration - 2-way sync between Vtiger and IMAP providers
Setting up Autopay & Payment Gateways
Inventory - Tax Management
Inventory - Terms and Conditions
Login to Vtiger on SSO SAML using ADFS
Mailroom Functionality for Different Scenarios
Manage Multiple Currencies
Marketing and Sales - Deal to Project Mapping
Marketing and Sales - Lead Conversion Data Mapping
Marketing and Sales - Profile Scoring
Module Management - Labels Editor
Module Management - Module Numbering
My Preferences
My Preferences - Calendar Settings
Tags in Vtiger
My Preferences - Notification Preferences
SAML Support in Vtiger CRM
Vtiger Mailroom
Settings - Configure Module Settings
Settings - Create Dynamic Fields and Layouts
Module Management - Creating a Relationship Between Modules
Settings - Customize Records and Fields for your Business
Settings - How to set email autoresponder to Webform submission?
Settings - Left Menu
Settings - Manage Global Picklists in Vtiger
Settings - Set up your Support Team
Settings - Working with Picklist Values
Module Management - Module Builder
Support - SLA Policies
Troubleshooting Login Issues
Add-Edit Unsubscribe Links in your Email Template
User Management - Authentication
User Management - Encrypted Field Access Logs
User Management - Groups
User Management - Login History
User Management - Profiles
User Management - Roles
User Management - Settings Log
User Management - Sharing Rules
User Management - Users
User Management - Vtiger Support Access
Vtiger Buzz - Chrome Extension for Notifications
Vtiger Implementation wizard
Vtiger Language Support
Configuring Websense Trackers
Websense - Widgets
Adding Hidden Fields to a Webform
Auto forward Emails from Microsoft Office 365
Adding Custom Module
Configuration - Storage Guard
Customizing your Self-Service Portal Theme Using CSS Styles
Login Page Customization
Creating App-specific Password for Gmail Outgoing Server
Module Management - Module Layouts & Fields
Settings - Personalize Module Layouts
Module Management - Modules
Automation - SMS Reply Actions
Duplicate Prevention in Modules
Configuring Dependent Fields and Blocks for Modules
Formula Fields
Creating Custom Filters
Adding a local DNS Entry
Settings - Start Up Page
B
Bindu Rekha Babu
10 Sep, 2020 - Updated
4 years ago
Table of Contents
Introduction
A Welcome Setup screen is shown, when users login for the first time and helps them set up the key preferences.
User Setup
Users can configure the Timezone and Language when they login.
Account Owner Setup
In addition to personal preferences, Account Owner can set up the company logo, and should configure Base Currency when logging in for the first time.
HeadsUp! - Base currency cannot be changed later. All currency values will be converted to base currency before being stored in the database.
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