FAQs in this section
Can I approve a record from the Summary view?
How can I export a record from the Summary View?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
What does the +New button do?
Where can I find who changed a value in a record?
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)?
Can I set Summary View as my default screen to view records?
Table of Contents
Yes, 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 Summary from the Default record view picklist.
- Click Save.
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