FAQs in this section
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get a tour of Vtiger CRM?
Where can I set up my name, email ID, and phone number?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How many active sessions can I have per login?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?
What is new in the recent version of Vtiger (V9)?
What has been improved in the recent version of Vtiger (V9)?
What are the new features added in the recent version of Vtiger (V9)?
What features are modified in the recent version of Vtiger (V9)?
Which features are removed in the recent version of Vtiger (V9)?
How is navigation easy in CRM?
How do the design and functionality benefit you?
How do I log in to Vtiger CRM?
How do I navigate the dashboard in Vtiger CRM?
How do I navigate the Summary View of a record in Vtiger CRM?
How long will an Import record persist in the CRM?
What is Versioning Add-on?
What are Snapshots?
In which modules of Vtiger CRM is Versioning available?
In which modules of Vtiger CRM is Versioning not available?
What is Versioning history and numbering?
What happens when you restore the record?
What are the benefits of the Versioning Add-on?
In which editions of Vtiger CRM is the Versioning add-on available?
How do I install the Versioning Add-on in Vtiger CRM?
How do I enable record versioning?
How do I revise a record?
How do I restore a record?
What are the limitation while restoring or revising a record?
How do I get more storage?
Where can I see the version of Vtiger CRM?
How do I navigate the List View in Vtiger CRM?
Table of Contents
Following are the actions available inside the Contacts module’s List View:
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.
- 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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment