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 List 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 Summary View?

Once you click on a record from the List View, Kanban View, or the Calendar View, you can see the record’s summary view. 
We have divided the Summary View into various sections for better understanding. Let us learn about them one by one.
  • 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 record by clicking on 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 Star icon
  • Edit a record by clicking the Pencil icon
  • Click the More icon to, 
    • Delete the record
    • Duplicate the record
    • Convert the record to a Deal (only in the Contacts module)
 
  • Pipeline
In the pipeline, you will see the record’s task type and status. 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. Read on to know about them...
  • One View - You can view and add records of related modules. This is available only in the Contacts, Organizations, and Deals module.
  • 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.
  • Journey Tasks - You can view the list of tasks that has to be completed in a particular stage of a deal. You can click on it and view the Summary View and Detail View and mark as done later. It is available only in the Deals module.
  • Key Fields - You can see the list of all the key fields of a record.
  • Details - You can view all the fields and in-depth information related to the record.
  • Activity - You can add comments or voice notes related to the record. You can also reply to comments and customer emails.
  • Description - You can view and add a description for the record.
  • Related -  You can add related records from other modules.
  • Preview - You can view Quotes, Invoices, Sales Orders, and Purchase Orders records in the default print template. This widget is available only for the Inventory modules.
 
  • Lightning Icon
At the bottom of the Summary View, you will find the Lightning icon. This icon is available only in the Leads, Contacts, and Organizations modules.
You can use the icon to: 
  • Instantly call, send an SMS, or an email. 
  • Create or add related records from other modules.
To know more about Vtiger CRM mobile app, click here.
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