Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals 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 Configure My Preferences Feature 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 - Start Up Page 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 Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

Introduction

In situations where we need to look at your configuration to resolve your queries, you need to provide us with permission to log in. Vtiger Support Access in the Settings page is where you can grant access to Vtiger’s Support Team.
First, let us see how you can contact the support team.



Contacting the Vtiger Support Team

Contacting the Vtiger Support Team is easy, but the question is, Why would you reach out to our Support Team?

The reasons can be manifold. 

• One, you want to understand the working of a feature.
• Two, you need help in implementing something.
• Three, you want us to look into an issue in your instance. 

Once you have a solid reason to contact Vtiger’s Support Team, you can reach us through:

• The CRM 
• Vtiger’s official website

 

Let us see how to do that. 
 

From the CRM

1. Log in to your CRM account.
2. Click the Help button on the bottom right corner of any page from your CRM account. 
3. There are two options available for you. You can:

• Search for answers from the FAQs.
  • Simply type a keyword and press Enter.
  • The CRM will list a list of questions and answers related to the keyword you entered in the search field.
• Start a live chat with Vtiger.
  • Enter your name and email address. 
  • An agent from the Vtiger Support Team will respond to your queries instantly.

From the Vtiger website

1. Go to Vtiger’s website.
2. Click the Live Chat widget on the bottom right corner of the page. 
3. Enter your query under the Chat with us.
   • An agent from our Support Team will respond to your queries instantly.
   • Once the agent starts conversing with you, the label changes to Active Conversation. 
   • Note: You can enter your query in the form of text or an image. 

Granting Access to the Vtiger Team

As an Admin user, you can grant standing permission to Vtiger’s Support Team to log in to your account. 
When you give standing permission, our Support Team agents can log in to your account without restriction.  

 
 

Giving standing permission

Follow these steps to set up standing permission:

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
4. Look for the User Management section.
5. Click Vtiger Support Access.
6. Click the Vtiger Support Access tab.
7. Enable the toggle button located beside Do you grant permission to the Vtiger team to access your account, when responding to your queries? option.
8. Click Save.

The Vtiger’s Support Team now has access to your account.

 

Vtiger Team’s Login History

When our Support Team logs in to your account, their login history gets recorded in your CRM account. It gives you information about the login time, logout time, etc. 

Follow these steps to view the Vtiger team’s login history:

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
4. Look for the User Management section.
5. Click Vtiger Support Access.
6. Click the Vtiger Support Login History tab.

You will see the following information in the login history:
 

 

Settings - Set up your Support Team