How do I navigate the List View in Vtiger CRM?
Following are the actions available inside the Contacts module’s List View:- Filters: Use these filters to sort the records based on time, date, and assigned users. You can also add custom filters to the list.
- +Add Contact: Click the button to add new records.
- Drop-down: Click the drop-down to select other available actions (specific to a module).
- Views: Select from the different views available such as List View, Kanban View, Grid View, and Calendar View.
- Sync: Click the button to sync data from third-party integrations.
- Settings: Click for a list of settings. (Specific to a module)
- List Size: Click to navigate through the list size.
- Checkbox: Click the checkbox beside a record to select and perform actions such as edit, delete, export, print, and more.
- Columns: Hover over a column to perform the following actions.
- Adjust the size of the column.
- Sort the records in ascending or descending order.
- Search Fields: Use these fields to search for specific records based on organizations, names, assigned users, and more.
- Star Icon: Click the star icon beside the required records to follow important records. Once you follow a record, you will receive notifications for updates made to the record.
- Opening a Record: Click on the record to view the record in detail.
- Quick actions icons: Hover over the required contact record to find quick actions such as Call, Email, SMS, and more.
Note: The actions available here are similar to other models, such as the Leads, Organizations, and Deals. Other modules available n the CRM may have different actions and layout set-ups based on their functionality.