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?

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.
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