FAQs in this section
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?
How do I access Details View(i) in Vtiger CRM?
What actions can be performed in the Details View(i)?
List the widgets you can access in the Details View of a contact record.
Where can I see the Detail View of a record?
Why is same module appearing twice in related records section?
What is the navigation panel in the Record Detail View?

What actions can be performed by clicking the More icon in the Summary View of a record?

 By clicking the More icon in the Summary View of a record, you can perform the following actions:

  • Reach out now - You can get in touch with the contact via Email, Call, or SMS at the moment.
  • Attachment - You can attach Quotes and Documents or create a new one and attach it.
  • Add or Link - You can add or link modules like Deals, Tickets, Purchase orders, Sales Orders, and products.
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