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

You can see the record's summary view once you click on a record from the List View, Kanban View, or Calendar View.
Summary View is divided into the following sections:

Header

In the Header section, you can see essential details like a record name, status, parent task, due date, priority, etc.
In the Header, you can:

Re-open a closed record by clicking the Re-open button. It appears in the Would you like to re-open? banner above the name of the record.
Follow a record by clicking the Follow icon
Edit a record by clicking the Edit icon
Click the More icon to,
- Delete the record
- Duplicate the record
- Convert the record to a Deal (only in the Contacts module)

Pipeline

You will see the record’s task type and status in the pipeline. You can change the status by clicking on the current status value. The pipeline appears only in Contacts, Deals, Tasks, and Events modules.

Widgets

Below the pipeline, you can see a set of widgets that enable you to perform various actions, such as:

One View - You can view and add records of related modules. This is available only in the Contacts, Organizations, and Deals module.
- Description - You can view and add a description for the record.
- Key Fields - You can see the list of a record's key fields.
Metrics - You can see the Estimate and the Due Date of the record.
Sub Tasks - You can view and add sub-tasks to the current record. You can also mark a task as completed. This is available only in the Tasks module.
Next Actions - You can view the tasks that must be completed in a particular deal stage. You can click on it, view the Summary and Detail View, and mark it as done later. It is available only in the Deals module.
Activity - You can add comments or voice notes related to the record. You can also reply to comments and customer emails and view comments, updates, and other activity on the record.
Details - You can view all the fields and in-depth information related to the record.
Related - You can add related records from other modules.

Quick Create

At the bottom of the Summary View, you will find the Quick Create button. This icon is available only in the Leads, Contacts, and Organizations modules.
You can use the icon to:

FAQs in this section

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

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