FAQs in this section

Where can I find the pricing of Vtiger CRM?

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?

What is OTP Verification?

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?

How do I view and manage connections in a record?

What is the difference between the Relationships feature and the Connections feature?

How do I add a new connection between two records?

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?

What makes Vtiger a unified product?

How does Vtiger’s One View feature help organizations?

Is Vtiger adaptable to different business sizes and industries?

What are the features available in Vtiger CRM?

Can I collaborate with Vtiger for marketing?

How can I apply for a job at Vtiger CRM?

How can I report a bug to Vtiger CRM?

What is a record?

How do I change my Vtiger edition?

Where is Vtiger located?

Can I use Vtiger for marketing?

What is the cost of One Pilot edition in Vtiger?

What is the price of One Growth edition in Vtiger?

What is the cost of One Professional edition in Vtiger?

What is the price of One Enterprise edition in Vtiger?

What is the price of the One AI edition in Vtiger?

Who is eligible to use Vtiger CRM within my team?

Will Vtiger CRM still work effectively if my business grows?

How secure is Vtiger CRM?

Can I downgrade to the Vtiger One Pilot Edition?

Where are the servers of Vtiger located?

Can I use all the modules and features when I downgrade from one Edition to another in Vtiger CRM?

Is there a free trial available before purchasing?

Can I switch between plans later in Vtiger?

What paid editions are available in Vtiger CRM?

What editions are available in Vtiger CRM?

How do I display the latest records first in a module in Vtiger CRM?

How do I cancel my Vtiger Subscription?

Can I send emails directly from Vtiger CRM?

How do I install the Vtiger CRM app in Microsoft Outlook?

Can I sign up for a new Vtiger CRM account from Microsoft Outlook?

How do I log in to my existing Vtiger CRM account from Microsoft Outlook?

How do I share Vtiger CRM records in Outlook emails?

Can I use Vtiger CRM on the Microsoft Outlook mobile app?

How do I uninstall the Vtiger CRM app from Microsoft Outlook?

Is it possible to change the domain name of my Vtiger CRM?

Why did all my Contacts and Organizations disappear in Vtiger CRM?

Can I get temporary access to a closed Vtiger CRM account?

What is the storage allowed in Vtiger CRM?

What is the difference between an Admin user and a Single App user?

How can I reactivate my Vtiger account and log in to start using it?

Can I extend my trial period in Vtiger?

What is the data security during migration?

What are the basic requirements to use Vtiger Cloud?

What operating systems are compatible with Vtiger Cloud?

What web browsers should I use for Vtiger Cloud?

What are the minimum computer specifications to use Vtiger CRM?

How much data can I store in Vtiger Cloud?

Is Vtiger available on my mobile phone?

Do I need an internet connection to use Vtiger CRM?

Which geographic region does Vtiger store my data?

Can I request a full database backup of my Vtiger CRM?

What is Global Search in Vtiger CRM?

Why am I unable to merge records?

Can I get all module data in a single file?

Will Vtiger export my database?

Can I export comments in a record from Vtiger?

How can I export data from individual modules in Vtiger?

Can I set up two different custom domains under my One Professional plan?

How do I contact Vtiger Customer Care?

What is a Sandbox?

How is a Sandbox useful?

What is the Vtiger Sandbox?

How is the Vtiger Sandbox useful?

How long will it take to set up the Sandbox?

Who can use the Sandbox?

How do I log in to Vtiger Sandbox?

When is the Sandbox instance data refreshed?

Is Vtiger Sandbox free?

How often is the Sandbox instance data refreshed?

What are the charges for Sandbox data refresh?

How is the Vtiger Sandbox different from your Vtiger CRM instance?

What are the services and features available in Sandbox for local testing?

What steps can I take to stay logged in to Vtiger?

Can I prevent having to repeatedly approve Microsoft Authenticator?

How do I migrate from an open-source CRM to Vtiger?

What is migration in Vtiger?

How many free onboarding sessions are included with paid plans in Vtiger CRM?

Why do I have to log in to Vtiger every time, even if my logout timeout is set to a high value?

What happens to my data when I downgrade to Vtiger’s free edition?

How does the Hierarchy feature work in Vtiger

Does Vtiger have an API or Webhook?

How do I install the OTP Rules Add-on?

OTP Rules is available as an Add-on in the Extension Store. Follow the below steps to install the OTP Rules Add-on:

Log in to your CRM account.
Go to the Main Menu.
Go toAdd-ons.
Search for OTP Rules.
Click Install.

After installing the add-on, admin users will find OTP Rules under:

Settings > Automation > OTP Rules.
Main Menu > Essentials > Administration > OTP Rules.