How do I enable recording and transcripts in Vtiger CRM?
Once you have enabled recordings and transcripts in Microsoft Teams, you must enable it in Vtiger CRM to store them in the Event records.Follow these steps to enable recordings and transcripts in Vtiger CRM: - Log in to your CRM account.
- Click The Main Menu.
- Click Essentials.
- Click Events.
- Click Customize.
- Select Recordings and Transcripts.
- Enable the Recordings and Transcripts toggle.
- Click the Sync button in the List View.
- Click Revoke Access beside Microsoft Teams.
- Re-sync Microsoft Teams with new permissions
The recordings and transcripts will be downloaded when the Events are Held and will be scheduled for downloading during non-working business hours.