FAQs in this section
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How do I get more storage?
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?
Where can I see the version of Vtiger CRM?
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 has been improved in the recent version of Vtiger (V9)?
What are the new features added 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?
What features are modified in the recent version of Vtiger (V9)?
Table of Contents
A few features from V8 have been modified for V9 - a little tweak here and there to improve user experience.
To know more about What's New in V9, click here.
- The Filters button in Kanban View is replaced with a Search bar.
The reason behind this - To make the search consistent in both List View and Kanban View. This will also reduce the number of clicks and diversion.
- Recent records loaded in Global Search in V8 are moved to the History icon in the header.
The reason behind this - To make the UI intent-driven. If the intent is to search, then there is no need to load recent records.
- In the Global Search, only labels are displayed in results.
The reason behind this - To save space.
- The Deep Dive page that displayed all the fields at a record-level is now merged with the Summary View and available as the Details Section.
The reason behind this - To reduce the number of clicks. In V8, to see all the records’ fields, users had to move away from the Summary View and open the Deep Dive View. In V9, users can view all the fields within the Summary View by clicking the Details widget on the right-side panel.
To know more about What's New in V9, click here.
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