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