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?
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?
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?
What can I configure in the 'Categories' tab?
Table of Contents
The 'Categories' tab will allow you to add categories and subcategories. This will help in organizing your documentation.
Adding a Category
Firstly, you must add a category. This is the first level of segregation. For example, you can have categories like Announcements, Articles, FAQs, etc. The categories and their descriptions will appear on the homepage.
Adding a Subcategory
Secondly, you must add a subcategory under a category. This is the second level of segregation. For example, under the Announcements category, you can have subcategories like Awards, Recognitions, Updates, Webinars, etc. This will appear on the subcategories page in the Help Center.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment