FAQs in this section
What are Articles in Vtiger CRM?
How are Articles better than FAQs?
Is the Articles module available by default in the CRM?
How do I install the Articles module?
Where will my articles appear after publishing?
How do I change the appearance of the Help Center from the Articles module?
How do I create an article?
How do I see if my article will appear on the Help Center before publishing?
How do I add an article from the Cases module?
How do I create an article using Quick Create?
In which status should I create my article?
How do my customers view my articles if it is in the Draft status?
Should I meet any pre-requisites before I create an article?
How do I add screenshots to an article?
How do I add external links to an article?
How do I save the changes made to an article?
What is the Card View in Articles?
How is the Article's Summary View different from other modules?
How do I add a brief introduction to an Article?
How do I import Articles from my system to the CRM?
How do I export the articles from the CRM?
How do I print an article?
How do I change the template of an article?
How do I see views recorded on my article?
How do I see the rating of my articles?
Is it mandatory to install the Articles extension?
When I click the Do button from Articles' Summary View, it is not showing anything. Why?
How do I access the Help Center link from the article?
What do you mean by Quality Audit in Vtiger CRM?
How do you access the Quality Audit module in Vtiger CRM?
What do you mean by Audit template in Vtiger CRM?
What do you mean by Audit Forms in Vtiger CRM?
What do you mean by Audit Insights in Vtiger CRM?
What are Articles in Vtiger CRM?
What are the benefits of using articles in Vtiger CRM?
What is the Knowledge Base in Vtiger CRM?
What is Preview in Articles?
How do I install Articles?
Explain Summary View in Articles?
How do I publish Articles?
In which editions of Vtiger CRM is the Articles Add-on available?
What can I do in the List View of the Articles module?
How do I create Articles?
Table of Contents
Follow these steps to create the articles:
The article is created in the Article editor and ready for you to start writing the content.
You have an editor’s toolbar, like in a Word document, where you can edit your article by adding headers, tables, screenshots, and links. You can also choose the font style, size, color, etc.
- Log in to the CRM.
- Go to the Help Desk.
- Click Articles. The article window opens.
- Click Add Article.
- Enter or Select the following information:
- Title: Enter the name of the article.
- Status: Select the status of your article from the drop-down.
- Draft - This shows that you are still writing article content.
- To be reviewed - This shows that the article needs to be reviewed.
- Reviewed - This shows the article has been reviewed and is ready to be published.
- Published - This shows that the article has been published and is available on KB for users to view.
- Junk - This shows that the article is moved to trash but can be reviewed later.
- Author: The person who is writing the article is selected from the drop-down list.
- Visibility: Choose who should access your articles from the below group of users.
- Public - Anyone who accesses Vtiger Knowledge Base can view the articles.
- Logged in Contacts - Those who are logged in can read your articles.
- Employees - Only employees of your organization can read your articles.
- Source Document: This is the source of the document if any references you would want to add.
- Click Save and Continue.
The article is created in the Article editor and ready for you to start writing the content.
You have an editor’s toolbar, like in a Word document, where you can edit your article by adding headers, tables, screenshots, and links. You can also choose the font style, size, color, etc.
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