FAQs in this section
What is the Deep Dive View?
Can I set Deep Dive View as a default view to display and see my records?
What should I do if 'Type to search' in Deep Dive is not working?
What is Details(i) View in a Vtiger CRM?
What information can you find in the Details View of a Contact record in Vtiger CRM?
What are the benefits of Detail View(i) in Vtiger CRM?
What actions can be performed in the Details View(i)?
What actions can be performed by clicking the More icon in the Summary View of a record?
List the widgets you can access in the Details View of a contact record.
How do I access Details View(i) in Vtiger CRM?
Table of Contents
Step 1: Displaying the List View & Summary View
Follow these steps to display the List View:
Follow these steps to display the Details View:
Follow these steps to display the List View:
- Log in to the CRM.
- Go to the Main Menu.
- Click on the Essentials tab.
- Click on the Contacts module. The List View displays the list of available contact records.
Follow these steps to display the Details View:
- Click on a Contact record. The Summary View of the record opens.
- Click the Details (i) icon on the top right corner of the screen.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment