FAQs in this section
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get a tour of Vtiger CRM?
Where can I set up my name, email ID, and phone number?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How many active sessions can I have per login?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?
What is new in the recent version of Vtiger (V9)?
What are the new features added in the recent version of Vtiger (V9)?
What features are modified in the recent version of Vtiger (V9)?
Which features are removed in the recent version of Vtiger (V9)?
How is navigation easy in CRM?
How do the design and functionality benefit you?
How do I log in to Vtiger CRM?
How do I navigate the dashboard in Vtiger CRM?
How do I navigate the List View in Vtiger CRM?
How do I navigate the Summary View of a record in Vtiger CRM?
How long will an Import record persist in the CRM?
What is Versioning Add-on?
What are Snapshots?
In which modules of Vtiger CRM is Versioning available?
In which modules of Vtiger CRM is Versioning not available?
What is Versioning history and numbering?
What happens when you restore the record?
What are the benefits of the Versioning Add-on?
In which editions of Vtiger CRM is the Versioning add-on available?
How do I install the Versioning Add-on in Vtiger CRM?
How do I enable record versioning?
How do I revise a record?
How do I restore a record?
What are the limitation while restoring or revising a record?
How do I get more storage?
Where can I see the version of Vtiger CRM?
What has been improved in the recent version of Vtiger (V9)?
Table of Contents
V9 comes with a pleasant UI, easy navigation, and a well-structured layout. Here are a few improvements in V9 that deserve attention.
- Main Menu
- The menu is now very well categorized into different tabs, sections, and blocks.
- You can group the modules and features based on their functionality.
- You can personalize the main menu and tailor it according to your interest. You can move the modules around to different tabs and sections.
- You can combine your go-to modules under Favorites for easy accessibility. You can add up to 10 modules here.
- Look and feel
- The white background with line icons makes the CRM light and well-spaced.
- The illustrations on empty spaces lighten the mood.
- An optional dark mode theme is available that will help reduce your eye strain.
- You can add your company logo and customize the CRM.
- Layout
- Detail View is merged with the Summary View, reducing the number of clicks.
- Drop-down items are listed in columns to improve focus.
- Shortcuts for Actions and Inbox are added in the header to save time.
- The History icon lists all the records you have recently opened.
To know more about What's New in V9, click here.
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