Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

The Configuration Editor lets you configure system-wide settings that control how information is displayed and managed across the CRM. Using the Configuration Editor, you can customize list view behavior, search options, display preferences, security settings, and other general CRM configurations to suit your organization's requirements.

Benefits

The benefits of Configuration Editor settings are:

• Customize CRM behavior as per your requirements.
• Improve the user experience with personalized display settings.
• Control search and list view preferences.
• Strengthen security with additional verification options.
• Manage demo data with a single action.

In this article, you will learn about:

• Setting up Configuration Editor

Setting up Configuration Editor

Note: Only users with admin privileges can manage Configuration Editor settings.

Follow the steps below to set up Configuration Editor settings:

1. Log in to the CRM.
2. Go to the main Menu.
3. Click Settings. The Settings page opens.
4. Go to Configuration > Configuration Editor. The Configuration Editor page opens.
5. Click Edit. The Editing Configuration Editor page opens.

6. Enter or select the following information:
   1. Maximum text length in List View: Enter the maximum number of characters displayed for text fields in the List View.
   2. Maximum entries per page in List View: Enter the number of records displayed on a single page in the List View.
   3. Concatenation separator: Define a separator that separates text field values concatenated during duplicate webform submissions, mass edits, and other operations.
   4. CRM white labeling: Enable the checkbox to remove the What’s New section and Vtiger branding in the CRM interface.
   5. Lookup field search mode: Define how lookup fields search for records. For example, searching only by the Name field.
   6. Referral promotion: Enable the checkbox to allow the referral promotion option in the CRM.
   7. Unknown sender: Specify the module where emails or messages from unknown senders are stored, such as Contacts or Leads.
   8. Global Search Results: Control whether global search displays only open records or all matching records.
   9. Show Count Indicator: Displays the number of records available in modules, Inbox, and related lists.
      1. Note: Enabling this may slow down CRM’s performance.
   10. OTP Verification Needed for Document Links: Enable to make recipients verify their identity using a One-Time Password (OTP) before accessing shared document links.
   11. Show phone and email as composite fields: Enable to view phone numbers and email addresses together as a single composite field where applicable.
   12. Click Save.

7. Click Clear Demo Data in the Demo Data section to delete the sample records created by the CRM.
   1. All demo records across supported modules are permanently deleted.
   2. Note: This action cannot be undone.

References

• List View in Vtiger CRM
• Manage Multiple Currencies