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?
What are the different settings available 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 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 is the use of Whatsapp in the Vtiger CRM mobile app?

What can I do in the Vtiger CRM mobile app's List View?

List View is the most convenient way to view CRM records. It is also the default view in many modules that shows a horizontal categorization and display of records.
Every record in the List View will display the name, due date, priority, and the status of the record.
Here is the list of things you can do in List View:
  • Add a record by clicking the + icon on the bottom of the screen.
  • Edit, Delete, or Reopen a record by swiping to the left or right. You can also instantly call or send an SMS to a lead or contact by swiping.
  • Search for records using the Search bar.
  • Customize your record search in List View using filters. Click the Filter icon to apply filters to picklist fields.
  • Toggle between Kanban View and Calendar View.
Note: The app autoloads more records in the List View as you scroll down.

To know more about Vtiger CRM mobile app, click here.
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