Admins can customize Kanban View for supported modules.
Follow these steps to customize the Kanban View:
- Log in to Vtiger CRM.
- Click User Menu.
- Click Settings. The Settings page opens.
- Go to Modules Layout & Fields. The Modules Layout & Fields page opens.
- Select the required module.
- Click the Kanban View section.
- Enter or select the following information:
- Default View By: Select the field used to group records into columns in the Kanban View.
- Default Sort By: Select the field used to sort Kanban cards within each column.
- Drag and drop the fields to display on Kanban cards.
- Rearrange fields using drag and drop.
- Click Save.
Once saved, the selected defaults are automatically applied to all users.
Note: You can select up to 5 fields, including mandatory fields such as Entity Name and Assigned To.