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Control Fields and Record Displays using Configuration Editor

B
Bindu Rekha Babu
18 Sep, 2020 - Updated 6 months ago

Introduction

With Configuration editor, you can configure the basic settings of your Vtiger account and control the appearance of fields, records in list view, demo data and more using Configuration editor.

Follow few simple steps to configure your Help-desk details

  1. Click the User Menu on the top right corner of the screen.
  2. Click Settings.
  3. Click Configuration Editor under Configuration .
  4. Click Edit button in the top right corner
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Field Information

Field Name Description
Maximum text length in List View Setup the maximum number of characters to appear(for a field) in the list view of any module.
Maximum entries per page in List View Setup the number of records to be viewed in the list view of any module.
CRM White labeling Enable to hide Help button and Implementation Score widget.
Lookup field search mode Lookup field search mode helps you to search in All fields or Name fields.
Referral promotion Enable to show the reward for referral promotion.
Multi Currency Enabled This is a read-only field. To enable Multi-currency to your instance, please reach our helpdesk team at support@vtiger.com.

Demo data

When you sign up for Vtiger, we provide demo data by default.
To clear the demo data, go to Settings>Configuration Editor>click Clear Demo Data button.
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Click Add Demo Data to load demo data in all modules.
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