FAQs in this section
How do I log out from Vtiger CRM?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I create a list under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
How do I update a CRM record?
What is Quick Create?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
What is the Actions dashboard?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
How do I set up alerts for idle records?

What are the different actions I can perform on record-level analytics?

Record-level analytics actions
Click the More icon on the top-right corner of the record to see different actions available. You can perform the following actions in a record: 
  • Edit: Allows you to edit the data displayed
  • Delete: Allows you to delete the widget by using this option
  • Refresh: Allows you to refresh widget data
  • Print: Allows you to print the widget data
  • Save as Image: Allows you to save the widget data as a png. the image on your local computer
Note: Print and Save as Image options are available only for default widgets.

To learn more about record-level analytics, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube