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

The Kanban View displays records based on the current status of the record. You can switch to Kanban View from List View by clicking the List icon on the top bar. The Kanban View is available only in the Tasks and Deals modules.
Every record in the Kanban View displays the name, due date, priority, and status of the record. This view is a vertical categorization and display of records.
In the Kanban View, you can:
  • Swap between statuses by scrolling the status bar horizontally.
  • Add a record by clicking the + icon on the bottom of the screen.
  • Edit, Delete, or Reopen a record by swiping on it to the left or the right. 
  • Customize your Kanban View using filters. Click the Filter icon to apply filters to picklist fields.
  • Toggle between List View and Calendar View.
To know more about Vtiger CRM mobile app, click here.
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