FAQs in this section
Which is the new mobile app by Vtiger?
What are the benefits of installing the Vtiger CRM mobile app?
How can I install the Vtiger CRM mobile app?
How can I log in to the Vtiger CRM mobile app?
Is the Vtiger CRM mobile app different from the web version?
What can I do on the Dashboard page in Vtiger CRM mobile app?
What can I do on the Events page in Vtiger CRM mobile app?
What can I do on the Search page in Vtiger CRM mobile app?
What can I do on the Tasks page in Vtiger CRM mobile app?
What can I do on the Actions page in Vtiger CRM mobile app?
What are the different tabs under the Actions page in Vtiger CRM mobile app?
How can I go back to the Dashboard from any page in Vtiger CRM mobile app?
Why can't I edit a closed record in Vtiger CRM mobile app?
How can I see the modules in the Vtiger CRM mobile app?
Which modules can I see in the Vtiger CRM mobile app?
What is the Favourites section in the Vtiger CRM mobile app?
How can I log out of the Vtiger CRM mobile app?
What can I do in the Vtiger CRM mobile app's List View?
What can I do in the Vtiger CRM mobile app's Kanban View?
What can I do in the Vtiger CRM mobile app's Calendar View?
What can I do in the Vtiger CRM mobile app's Summary View?
What can I do in the Vtiger CRM mobile app's Detail View?
What can I do in the Vtiger CRM mobile app's Edit or Create View?
How can I refresh the data in the Vtiger CRM mobile app?
What is the use of Maps in the Vtiger CRM mobile app?
What do Maps in Vtiger CRM mobile app do?
Where can I access Maps in the mobile app?
What are the basic device's requirements for Maps to work in the mobile app?
How do Nearby Clients work in the mobile app?
What other actions can I perform on the Nearby Clients screen?
How does Route Maps work in the mobile app?
How do Meeting Time and Shortest Route in Maps work?
Can I edit an event after checking out?
What setting should I do for Maps to function properly?
What are the dotted lines on the map?
What is the Detection feature in the Mobile CRM app?
What is a Chart of Accounts in a mobile CRM app?
What is Tally Support in the Mobile CRM app?
Can I create a Contact or Lead record from the mobile app?
What are the different settings available in the Vtiger CRM mobile app?
Table of Contents
You can open the Settings page by clicking the Settings icon on the Menu’s top right corner.
Once you enter the Settings page, you will find the following action:
Once you enter the Settings page, you will find the following action:
- Notification Settings: Click the toggle button to enable Push notifications and stay up-to-date with all the activities related to your business.
- Sync: Click the Sync Now button to refresh settings and sync offline data, modules, fields, and user preferences.
- Offline Storage: Click the toggle button to enable offline storage to access your records offline.
- Auto-sync: Choose to enable auto-sync on Wi-Fi or all networks or turn it off completely.
- Auto-sync interval: The minimum interval between auto-syncs. Sync will begin only if your device reconnects to a network after the selected interval.
- Dark Mode: Click the toggle button to change the app’s theme to dark mode.
- Call Logging: Select whether to show an option to create an event after a call. This can be set for outgoing calls from the app only or for all incoming and outgoing calls..
- Vtiger WhatsApp Settings: Click the toggle button to use personal WhatsApp.
- Enter your personal mobile number.
- Click Confirm.
- Click Continue.
- Give the required permissions.
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