FAQs in this section
What is the Help Center?
How will my customers know about the Help Center?
How will documentation appear on the Help Center?
Is the Help Center available with the Sales Starter edition?
Is the Help Center available by default in the CRM?
What is the first page that I see when I go to the Help Center?
What are the different elements present in an article?
What can I do with an article apart from reading?
How can I go back to the homepage from the article?
What is the need for portal credentials in the Help Center?
How should I start configuring the Help Center?
What is the use of the 'Disable Help Center' button?
What can I configure in the 'Basic' tab?
What can I configure in the 'Categories' tab?
How can I add a category?
What can I configure in the 'Rebranding' tab?
How can I add a subcategory?
Can I update the sequence of the categories?
Can I edit a category?
Can I delete a category?
Where can I find the product documentation for Vtiger CRM?
How can I go to the page where all the articles are listed?
Table of Contents
Once you click on a Category on the Homepage, you will land on a detailed list of all the subcategories and the articles under them. Categories and subcategories are used for grouping.
For example, you can have a category called Sales with a subcategory as Pipelines. The sales category can have different articles for different topics such as quarterly sales, failed deals, reports, etc.
You can click on an article to start reading. If you don't find the article, you can search for your articles by writing the article name in the search bar present on the page’s top right side.
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