FAQs in this section
What are Articles in Vtiger CRM?
How are Articles better than FAQs?
Is the Articles module available for the Sales Starter edition?
Is the Articles module available by default in the CRM?
How can I install the Articles module?
Where will my articles appear after publishing?
Can I change the appearance of the Help Center from the Articles module?
Can I see how my article will appear on the Help Center before publishing?
How can I add an article from the Cases module?
How can I create an article using Quick Create?
In which status should I create my article?
Will my customers view my articles if it is in the Draft status?
Should I meet any pre-requisites before I create an article?
How can I add screenshots to an article?
How can I add external links to an article?
How can I save the changes made to an article?
What is the Card View in Articles?
What can I do in the List View of the Articles module?
How is the Article's Summary View different from other modules?
Can I add a brief introduction to an Article?
Can I import Articles from my system to the CRM?
How can I export the articles from the CRM?
How can I print an article?
How can I change the template of an article?
Can I see how many views have been recorded on my article?
Can I see the rating of my articles?
Is it mandatory to install the Articles extension?
When I click the Do button from Articles' Summary View, it is not showing anything. Why?

How can I create an article?

You can use the +Add Article button to create a new article. You can find it on the top right corner in both Articles’ Card View and List View.

Follow these steps to create an article:

  1. Click the Main Menu.
  2. Go to the Support tab.
  3. Select the Articles module.
  4. Click the +Add Article button.
  5. Fill in the following mandatory information:
  • Title - Enter the name of the article.
  • Category - Pick the category where the article belongs.
  • Subcategory - Pick the subcategory where the article belongs. 
  • Status - Pick the status of your article from the drop-down. Status defines what phase your article is currently in.
  • Author - Select the author from the drop-down. It lists the CRM users who have access to the Articles module.
  • Visibility - Select to whom your article must be visible. It can be made: 
    • Public - Anybody in the world can read your articles. 
    • Logged in Contacts - Only the contacts who have logged in using their portal credentials can read your articles.  
    • Employees - Only your employees can read your articles.
  1. Click Save and Continue to create the article and write the content.
  2. Click Cancel to exit article creation.

The article is created, and you can now start adding content.

To know more about Articles, click here.
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