FAQs in this section
Which is the new mobile app by Vtiger?
What are the benefits of installing the Vtiger CRM mobile app?
How can I install the Vtiger CRM mobile app?
How can I log in to the Vtiger CRM mobile app?
Is the Vtiger CRM mobile app different from the web version?
What can I do on the Dashboard page in Vtiger CRM mobile app?
What can I do on the Events page in Vtiger CRM mobile app?
What can I do on the Search page in Vtiger CRM mobile app?
What can I do on the Tasks page in Vtiger CRM mobile app?
What can I do on the Actions page in Vtiger CRM mobile app?
What are the different tabs under the Actions page in Vtiger CRM mobile app?
How can I go back to the Dashboard from any page in Vtiger CRM mobile app?
Why can't I edit a closed record in Vtiger CRM mobile app?
How can I see the modules in the Vtiger CRM mobile app?
Which modules can I see in the Vtiger CRM mobile app?
What is the Favourites section in the Vtiger CRM mobile app?
What are the different settings available in the Vtiger CRM mobile app?
How can I log out of the Vtiger CRM mobile app?
What can I do in the Vtiger CRM mobile app's List View?
What can I do in the Vtiger CRM mobile app's Kanban View?
What can I do in the Vtiger CRM mobile app's Calendar View?
What can I do in the Vtiger CRM mobile app's Summary View?
What can I do in the Vtiger CRM mobile app's Detail View?
What can I do in the Vtiger CRM mobile app's Edit or Create View?
How can I refresh the data in the Vtiger CRM mobile app?
What is the use of Maps in the Vtiger CRM mobile app?
What do Maps in Vtiger CRM mobile app do?
Where can I access Maps in the mobile app?
What are the basic device's requirements for Maps to work in the mobile app?
How do Nearby Clients work in the mobile app?
What other actions can I perform on the Nearby Clients screen?
How does Route Maps work in the mobile app?
How do Meeting Time and Shortest Route in Maps work?
Can I edit an event after checking out?
What setting should I do for Maps to function properly?
What are the dotted lines on the map?
What is the Detection feature in the Mobile CRM app?
What is a Chart of Accounts in a mobile CRM app?
What is Tally Support in the Mobile CRM app?
Can I create a Contact or Lead record from the mobile app?
Is there a mobile app available for Vtiger?
How do I manage timelogs on an internal ticket?
How do I access the Chart of Accounts Settings page in the Inventory module?
How can I send an OTP using the Vtiger CRM mobile app?
What are the different Tally fields available in the mobile app?
How do I create an internal ticket in the Vtiger CRM app?
How can I add a new deal in the Vtiger CRM mobile app?

How can I create a document in the Vtiger CRM mobile app?

Follow these steps to create a document in the Vtiger CRM mobile app:
  1. Log in to your mobile CRM account
  2. Go to Dashboard.
  3. Select Document module.
  4. Click the Add icon present below the screen.
  5. Select Create.
  6. Fill in all the necessary details.
  7. Click Save to create the document.
  8. Click Save and Continue to fill in the other details of the document.

To create a document from Quick Create, follow these steps:
  1. Log in to your mobile CRM account.
  2. Click the Add icon present below the mobile screen.
  3. Select the Document module from the list of modules displayed.
    1. Select Create Document to create a new document.
    2. Select Upload Multiple Files to upload documents from your mobile device.
  4. Enter all the mandatory fields.
  5. Click:
    1. Save to save the record.
    2. Save and Continue to save the record and go to its Detailed View.
Clicking Cancel discards all the information you entered.

 
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