FAQs in this section
What is the Deep Dive View?
What should I do if 'Type to search' in Deep Dive is not working?
What is Details(i) View in a Vtiger CRM?
What information can you find in the Details View of a Contact record in Vtiger CRM?
What are the benefits of Detail View(i) in Vtiger CRM?
How do I access Details View(i) in Vtiger CRM?
What actions can be performed in the Details View(i)?
What actions can be performed by clicking the More icon in the Summary View of a record?
List the widgets you can access in the Details View of a contact record.
Can I set Deep Dive View as a default view to display and see my records?
Table of Contents
Yes.
Follow these steps to set your default record view:
Follow these steps to set your default record view:
- Click your display picture located on the top right corner of the screen.
- Select My Preferences.
- Click the Edit icon.
- Scroll down to see the Vtiger usage preferences block.
- Select Detail from the Default record view picklist.
- Click Save.
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