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?

Yes, follow these steps to set your default record view:
  1. Click your display picture located on the top right corner of the screen.
  2. Select My Preferences.
  3. Click the Edit icon.
  4. Scroll down to see the Vtiger usage preferences block.
  5. Select Summary from the Default record view picklist.
  6. Click Save.
 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube