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)?
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.
Table of Contents
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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