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

List the widgets you can access in the Details View of a contact record.

You can access the following widgets in the Details View of a record:
  • One View - All the modules related to the contact are displayed here. 
  • Analytics - You can view all the metrics related to the contact in the form of charts, mini-lists, etc. You can also create new ones here.
  • Tasks - You can link tasks related to the contact. The linked tasks related to the contact are displayed here. You can create a new task from here by clicking the + button.
  • Events - The events related to the contact are displayed here. You can create a new event from here by clicking the + button.
  • Tickets - You can link events related to the contact. You can also see a new event from here by clicking the + button.
  • Products -  You can link products related to the contact by clicking the link icon. 
  • Documents - You can create a new document or link an existing document to the contact. All the document-related details are displayed here.
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