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?
How can I go to the page where all the articles are listed?
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?
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 should I start configuring the Help Center?
Table of Contents
To configure the Help Center, you must first go to the Help Center Settings in the Articles module.
Follow these steps to access the Help Center Settings:
- Click the Main Menu.
- Go to the Support tab.
- Click the Articles module.
- Click the Settings button on the top right of the screen.
The Help Center Settings page will appear.
This is where you will customize your Help Center. All the changes you do here appear on the Help Center.
Here, you will see three tabs:
- Basic
- Category
- Rebranding
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