Home  >   Articles   >  Control Fields and Record Displays using Configuration Editor
Articles in this section

Control Fields and Record Displays using Configuration Editor

B
Bindu Rekha Babu
2 Oct, 2023 - Updated 4 months 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:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
  4. Click Configuration Editor under Configuration.
  5. Click the Edit button in the top right corner.
image not found

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 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 the Clear Demo Data button.

image not found

Click Add Demo Data to load demo data in all modules.

image not found
Was this article helpful?
3  out of  3  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.