FAQs in this section
What can I do in the My Preferences setting?
How do I set up my email signature in Vtiger?
Where do I select my business hours?
Where do I see the groups that I am a part of?
Can I set up a default phone number to make calls from Vtiger?
How do I set up my display picture in Vtiger?
What should I do if I’m unable to update my username or primary email?
What are the password requirements for Vtiger CRM?
How do I update the primary email address in Vtiger CRM from my Preferences page?
What are the steps to change my password in Vtiger CRM?
What is an Access Key, and how can I generate a new one in Vtiger CRM?
The email client installed on my computer opens every time I click the Email icon to write an email. Is there a way to use Vtiger to compose emails?
How do I choose which page displays when I log into Vtiger CRM?
Why do disabled modules appear on my preferences page?
Where can I set up my personal preferences in Vtiger?
Table of Contents
Follow these steps to set up you preferences:
To learn more about My Preferences, click here.
- Click the User Menu on the top right corner of the screen.
- Click the My Preferences button. This will redirect you to the My Preferences page.
- Click the Edit icon on the right side of the page.
- Set up your preferences and click Save.
To learn more about My Preferences, click here.
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