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?
What can I configure in the 'Categories' tab?
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 add a category?
Table of Contents
Follow these steps to add a category:
- 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.
- Click the Categories tab.
- Click the Add Category button.
- Enter the following fields:
- Category - Enter the name of the category.
- Description - Enter a description for the category.
- Category Image - Provide an image for the category. You can either select an image from your system or the server.
- Hide in Portal - Enable this radio button if you wish to hide a Help Center category.
- Click Add.
The category will be added to the list. It will show the category name, description, and the number of subcategories under it.
To know more about Help Center, click here.Was this FAQ helpful?
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