FAQs in this section
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
List the benefits of Vtiger’s One Growth edition.
List the feature limits of the One Growth edition.
What is the Vtiger One AI edition?
What are the features of Vtiger One AI editions?
Who can use Vtiger One AI edition?
What should I do if I get a 404 error in the CRM?
What is the 404 error in Vtiger CRM?
How do I increase the limits for the Approvals feature?
What is an OTP?
What are OTP Rules in Vtiger?
What are the benefits of using OTP Rules and Validation?
Is OTP Rules an Add-on?
How do OTP Rules work?
What is Vtiger’s OTP Rules feature?
How do I install the OTP Rules Add-on?
Where do I find OTP Rules in the CRM after installing it?
How do I create OTP Rules in Vtiger?
How do I send an OTP from Vtiger CRM?
How do I use OTP Rules API Save Requests?
What is OTP Validation?
What are the limitations of OTP Rules and Validation in Vtiger?
Is Kosovo available in the Global Country Picklist, and what country code does it use?
Can I add additional OTP Rules if I run out of limits?
How do I cancel my email campaign subscription?
For which modules is the Vtiger Connections feature available?
What is the Vtiger Connections feature?
Can Sales teams use the Vtiger Connections feature?
What are Connection Types, and how can they be customized?
Can I create custom Connection Types?
Who can add new Connection Types in the CRM?
What are some examples of Connection Types?
What is the difference between the Relationships feature and the Connections feature?
How do I customize the properties of connections?
What should I check if a connection record fails to save?
Why are my connections not visible in the record details or related modules?
How can I prevent duplicate connections from being created?
How can I identify and resolve data integrity problems?
How do I view and manage connections in a record?
How do I add a new connection between two records?
What is OTP Verification?
Table of Contents
OTP verification is the process of using an OTP to verify a job or task. For example, when a delivery is completed, the OTP is shared by a customer to confirm a product was delivered.
The system generates an OTP and sends it to a customer or CRM user via email, SMS, or WhatsApp messages. This OTP is shared by the customer or CRM user to verify or complete an action or activity or job and save or update a record accordingly.
For example, you might enter an OTP while logging in to your email account.
The system generates an OTP and sends it to a customer or CRM user via email, SMS, or WhatsApp messages. This OTP is shared by the customer or CRM user to verify or complete an action or activity or job and save or update a record accordingly.
For example, you might enter an OTP while logging in to your email account.
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