How do I access Details View(i) in Vtiger CRM?
Step 1: Displaying the List View & Summary ViewFollow 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.
Step 2: Displaying the Details View of a Contact recordFollow 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.