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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
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Automation - Workflow Action - Webhook
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Configuring Encrypted Data Fields in Vtiger CRM
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Considerations for Deactivating Vtiger Users
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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
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Tags in Vtiger
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SAML Support in Vtiger CRM
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Settings - Configure Module Settings
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Settings - How to set email autoresponder to Webform submission?
Settings - Left Menu
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Add-Edit Unsubscribe Links in your Email Template
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Customizing your Self-Service Portal Theme Using CSS Styles
Login Page Customization
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Module Management - Module Layouts & Fields
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Module Management - Modules
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Duplicate Prevention in Modules
Configuring Dependent Fields and Blocks for Modules
Formula Fields
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Adding a local DNS Entry
Control Fields and Record Displays using Configuration Editor
B
Bindu Rekha Babu
2 Oct, 2023 - Updated
1 year ago
Table of Contents
Introduction
With the 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 these steps to configure your Help-desk details:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Click Configuration Editor under Configuration.
- Click the Edit button in the top right corner.
Field Information
Field Name | Description |
---|---|
Maximum text length in List View | Set up the maximum number of characters to appear(for a field) in the list view of any module. |
Maximum entries per page in List View | Set up the number of records to be viewed in the list view of any module. |
CRM White labeling | Enable to hide the 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 [email protected]. |
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 the Clear Demo Data button.
Click Add Demo Data to load demo data in all modules.
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