API
What are REST APIs in Vtiger? 
Can I get the module number for provisional accounts? 
How does the Vtiger CRM integrate with BI platforms? 
Can I check Vtiger edition limits using Webservices API? 
Can I pull data from reports using the API in Vtiger? 
Access Control
What is the Access Key in Users/My Preferences? 
What is Masking? 
What is the importance of Masking in Vtiger CRM? 
What are the features and fields that can be masked in Vtiger CRM? 
What is the feature availability of the Masking feature in Vtiger CRM? 
What are the benefits of Masking information in Vtiger CRM? 
How do I install the Masking add-on in Vtiger CRM? 
What can an admin user do using the Masking feature? 
How do I enable the masking feature? 
How do I set up maskin for roles? 
How do I set up masking for profiles? 
How do I set up masking for modules? 
What is the limitation of the masking feature in Vtiger CRM? 
What is masking in Vtiger 360 app? 
How do I restrict access to sensitive data in Vtiger CRM? 
Accounting Integrations
What is MYOB? 
What is MYOB Vtiger CRM integration? 
What are the benefits of MYOB integration with Vtiger CRM? 
What are the prerequisites for MYOB integration? 
How do I install MYOB Accounting? 
How do I configure MYOB Sync with Vtiger CRM? 
How do I configure MYOB Accounting on Vtiger CRM? 
How do I sync MYOB data with Vtiger CRM? 
What is the MYOB-Sync Log? 
What are MYOB Items and Invoices Tax Management with Vtiger CRM? 
What is the MYOB and Vtiger CRM field mapping? 
What are MYOB Vtiger integration limitations? 
What modules are available for MYOB Accounting - Vtiger CRM integration? 
How do I install Tally in Vtiger CRM? 
How do I configure Tally in Vtiger CRM? 
How do I sync data between Tally and Vtiger CRM? 
What is the field mapping for Ledgers in Tally and Organizations in Vtiger? 
What is the field mapping for Stock Items in Tally to Products in Vtiger? 
What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger? 
What is the field mapping for sales orders in Tally Vtiger integration? 
What are the key enhancements made to the Tally and Vtiger integration? 
What are the limitations of Tally and Vtiger integration? 
What is the behavior of Tally and Vtiger integration? 
What is the QuickBooks integration with Vtiger CRM? 
How do I install QuickBooks? 
How do I configure and set up QuickBooks with Vtiger? 
How do I synchronize QuickBooks with Vtiger? 
How does field mapping work in QuickBooks - Vtiger integration?  
What are the limitations of the Vtiger - Quickbooks sync process? 
Can I integrate Stripe with Vtiger CRM? 
How do I integrate my Stripe account with Vtiger CRM? 
How do I use the Stripe gateway in Vtiger 
What modules can I sync between MYOB and Vtiger CRM? 
How do I sync contacts between MYOB Contacts and Vtiger CRM Contacts? 
How do I sync MYOB Contacts to Vtiger CRM Organizations? 
How do I sync MYOB Invoices to Vtiger CRM Invoices? 
What is the field mapping for sales orders in the Tally and Vtiger integration? 
What is the Sub-Voucher type value from the Tally account mapped in the CRM? 
Can I sync the Bundle product type in Vtiger to the bundle in Quickbooks? 
What is Instamojo? 
What is the purpose of Instamojo integration with Vtiger CRM? 
What are the prerequisites for Instamojo integration with Vtiger CRM? 
What are the benefits of Instamojo integration with Vtiger CRM? 
How do I install the Payments module in Vtiger CRM? 
How do I configure Instamojo in Vtiger CRM? 
What are the options for creating a payment record in Vtiger CRM? 
What are the columns in Payment’s List View? 
What are the Summary View actions in the Payments record? 
What is the Send Link option in the Payments record? 
What is the Pay Now option in the Payments record? 
How do I export a Payment record? 
How do I print a Payment record? 
Can I delete a Payment record? 
Does Instamojo support all currencies? 
Accounts
What is an organization? 
What is an organization record? 
How do I create an organization record? 
How can I view organization details? 
What happens to an organization when I delete its related contacts? 
What is the Quality Audit feature in Vtiger CRM? 
How do you access the Quality Audit module in Vtiger CRM? 
What are the features of the Quality Audit module? 
How do I request Data Center migration? 
Actions
Will rescheduling help adjust the End date automatically? 
Can I share an appointment page link from the List and Details View? 
Can I reschedule an Event on the Action page? 
When can I send desktop notifications to specific team members? 
Approvals
What is an Approval? 
How do I set up an Approval? 
How many approvers can be set up for an approval rule? 
How do I submit Approval? 
Can I configure approvals for the Inbox module? 
Can I edit the approval record whose status is 'Waiting for approval'? 
What does the Auto-canceled status mean in an approval record? 
Can I add a group for an approver? 
How do I delete an approval? 
How does an approval process work in Vtiger CRM? 
How do I approve or reject a record? 
What are the different approval statuses for an approval record? 
What is the Approval Status field in a related record? 
Why is there a watermark on my document? 
What is the relation between Approval status and the watermark on the document? 
What is the feature availability of Approvals? 
Articles
What are Articles in Vtiger CRM? 
How are Articles better than FAQs? 
In which editions of Vtiger CRM is the Articles Add-on available? 
Is the Articles module available by default in the CRM? 
How do I install the Articles module? 
Where will my articles appear after publishing? 
How do I change the appearance of the Help Center from the Articles module? 
How do I create an article? 
How do I see if my article will appear on the Help Center before publishing? 
How do I add an article from the Cases module? 
How do I create an article using Quick Create? 
In which status should I create my article? 
How do my customers view my articles if it is in the Draft status? 
Should I meet any pre-requisites before I create an article? 
How do I add screenshots to an article? 
How do I add external links to an article? 
How do I save the changes made to an article? 
What is the Card View in Articles? 
What can I do in the List View of the Articles module? 
How is the Article's Summary View different from other modules? 
How do I add a brief introduction to an Article? 
How do I import Articles from my system to the CRM? 
How do I export the articles from the CRM? 
How do I print an article? 
How do I change the template of an article? 
How do I see views recorded on my article? 
How do I see the rating of my articles? 
Is it mandatory to install the Articles extension? 
When I click the Do button from Articles' Summary View, it is not showing anything. Why? 
How do I access the Help Center link from the article? 
What do you mean by Quality Audit in Vtiger CRM? 
How do you access the Quality Audit module in Vtiger CRM? 
What do you mean by Audit template in Vtiger CRM? 
What do you mean by Audit Forms in Vtiger CRM? 
What do you mean by Audit Insights in Vtiger CRM? 
What are Articles in Vtiger CRM? 
What are the benefits of using articles in Vtiger CRM? 
What is the Knowledge Base in Vtiger CRM? 
What is Preview in Articles? 
How do I install Articles? 
Explain Summary View in Articles? 
How do I create Articles? 
How do I publish Articles? 
How can I generate an app-specific password for Gmail? 
How do I enable 2-Step Verification for my Google account? 
What are the steps to generate an app password in Yahoo? 
What is an app password for Yahoo Mail? 
What are the steps to remove an app password in Yahoo Mail? 
Why does Gmail show an SMTP connection failure error in Vtiger CRM? 
Assets
How do I create an asset? 
How do I share an asset? 
How do I add a document from an asset record? 
How do I add a case from an asset record? 
How do I export an asset record? 
How do I print an asset record? 
How do I change the template of an asset? 
Is the Assets module available for the Sales Starter edition? 
What are Assets? 
What are the benefits of assets? 
How do I create an Asset from Quick Create? 
How do I add a Work Order from an Asset record? 
Assignment Rules
What are Assignment Rules? 
When are Assignment Rules triggered? 
Are Assignment Rules available for the Organizations module? 
Are Assignment Rules available in the Sales Starter edition? 
What are the different assignment modes available in Vtiger CRM? 
How does the Round Robin assignment mode work? 
How does the Least Loaded assignment mode work? 
Can all users define or configure an Assignment Rule? 
How do I configure an Assignment Rule? 
Why can't I add a member to an assignment rule? 
Are Assignment Rules affected by the user type? 
Are there any conditions that must be satisfied for assignment rules to work? 
Can I configure a round robin assignment for groups? 
How can I configure the Round Robin assignment between groups? 
Can I have roles instead of users as a part of a group in an assignment rule? 
Will the records created through RSForms trigger an Assignment Rule? 
Will an Assignment Rule work if an assignment is made using workflows? 
Is Assignment Rules supported for Business Hours? 
How do I remove a group from an Assignment Rule? 
How can I remove a member from an Assignment Rule? 
Can I assign users based on their business hours from the Assignment Rules configuration? 
Auto-forwarding
What is auto-forwarding? 
How do I create cases using Mailroom and auto-forwarding? 
What is my auto-forwarding (mailroom) address? 
Why am I not able to configure outbound spam filters in EOP (Office 365) while configuring auto-forwarding in Vtiger Mailroom? 
What is a Distribution List? 
Can I add external Contacts to the Distribution List? 
What are the types of Distribution Groups? 
What is a Public Distribution Group? 
What is a Private Distribution Group? 
Can Vtiger users use the Distribution List in Microsoft Office 365? 
Why should Vtiger CRM users use the Distribution List in Microsoft Office 365? 
AutoAssignment
Is there a way to assign deals automatically to sales reps? 
What are assignment rules? 
What is the Round Robin mode of auto-assignment? 
What is Least Loaded mode of auto-assignment? 
I set up an assignment rule on deals but it did not work. What might be the problem? 
Backup
How do I take a complete backup of my data in Vtiger? 
What is the process for restoring data in case of loss or corruption? 
What is the retention period for stored backups? 
What is the frequency of data backups? 
What methods are used for backup and recovery? 
What security measures are in place to protect backup data? 
Billing
What happens with payment failure accounts? 
Can I get a refund if I haven't used the account? 
How can I get a free trial of Vtiger CRM? 
How many days are there in the free trial? 
My free trial got completed but I still want to explore Vtiger. What should I do? 
Do I get access to all the features in the trial version? 
How should I choose the plan before subscribing? 
Where can I get all the plans and their pricing? 
Can I change my plan to another after subscribing? 
I am a customer from the US. How can I make a payment for the plan I need in Vtiger? 
How can I subscribe to Vtiger? 
Which payment modes are available for subscribing to Vtiger? 
Where can I get the All-In-One pricing? 
I am subscribing to Vtiger from India. How can I make the payment? 
Can I get a subscription for Vtiger for a fortnight? 
I am confused about the way billing works at Vtiger. What should I do? 
Should all Indian customers register with Web Pay? 
What is the tax applied on my invoice for Vtiger subscription? 
I still have 4 trial days left. Can I subscribe to Vtiger after the trial version ends? 
I don't want to subscribe to Vtiger, but I have entered some crucial details. Can I get them? 
Can I enter other characters in the card name while making a payment? 
I have entered important details in my Vtiger account during the trial period. Will I lose it if I subscribe to Vtiger? 
How can I download the invoice for my subscription to Vtiger? 
The address I provided to Vtiger is an old one. I have a new address. Can I edit this information on the billing page? 
My credit card has expired. How can I change the mode of payment? 
How can I cancel my subscription with Vtiger? 
New employees have joined my company. How can I add them as users to my Vtiger subscription? 
How can I remove users from the Vtiger subscription? 
How will I be charged for adding users to my edition? 
I have an annual subscription. How will I be charged on adding new users to my account? 
I deleted 2 users from my subscription. How will I be charged? 
Can I delete a user and add him the same day? 
How can I change the existing subscription plan? 
How will I be charged for changing the plan? 
I have cancelled my account. What will happen to the data? 
Where can I give feedback and my experience while canceling the account? 
I have to talk to a representative while canceling the account. What do I do? 
I get an error message saying - 'Paypal re-authorization required' while making the payment. What should I do? 
Can I enter three payment methods in Billing? 
I get an error message saying - 'This transaction cannot be processed - Please enter a valid debit or credit card number and type' while making the payment. What should I do? 
I get an error message saying - 'Your card does not support this type of purchase' while making the payment. What should I do? 
I get an error message saying - 'Invalid request parameter: senderEmail cannot be blank' while making the payment. What should I do? 
I get an error message saying - 'Your card number was declined' while making the payment. What should I do? 
I get an error message saying - 'Your card number is incorrect.' while making the payment. What should I do? 
When will my Vtiger account get suspended? 
Should I register for Web Pay every month while paying the bill? 
How can I buy CRM subscription 
How do I delete my Vtiger CRM account? 
What are the tax charges for Canadian customers? 
What are the charges for adding users in annual subscription? 
What are the currencies accepted in Vtiger's billing? 
What are pro-rata billing charges in Vtiger? 
What is the monthly User billing mode - By Seat or Name? 
While I upgrade the plans, will I be billed for both the editions and will I lose any functionality? 
Where and when can I find my promised discount on the billing/pricing? 
How do I switch from annual billing to monthly billing for my Vtiger Subscription? 
Does storage have separate billing? 
Why did my account get suspended? 
Why am I charged twice for my Vtiger subscription? 
How do I get my refund? 
How can I reactivate the subscription? 
Where can I find my billing details? 
Bills
What are Bills? 
Is the Bills module available in the Sales Professional edition? 
Is the Bills module available by default? 
How can I install the Bills module? 
Can I duplicate a Bill? 
How can I send an email to a vendor from a Bill? 
How can I create a Bill? 
How can I create a Bill from Purchase Orders? 
How are Bills related to Purchase Orders? 
How are Bills related to Payments? 
How can I add a new product or a service to a Bill? 
How can I add a new section to a Bill? 
How can I share a Bill? 
How can I add documents to a Bill? 
How can I generate a payment from a Bill? 
How can I export a Bill? 
How can I print a Bill record? 
How can I change the template of a Bill? 
What does One View in Bills show? 
How can I attach tags to a Bill record? 
How can I edit two or more Bills together? 
What is Canceled and Overdue in Bills? 
Booster Packs
How do booster packs help you? 
What are Vtiger CRM booster packs? 
What are the benefits of booster packs? 
What are booster packs feature availability? 
How to use booster packs? 
How to check your booster pack quantity? 
How to remove booster pack quantities? 
What happens when you try to remove a booster pack feature quantity that is already in use? 
What happens if you try to add the booster pack quantity beyond the maximum specified limit? 
What are the limitations of Co-Owner booster packs? 
What are the limitations of Scheduled Workflows and Scheduled Reports booster packs? 
What are the limitations of downgrading a Vtiger CRM edition? 
What are booster packs edition availability? 
What are the booster pack feature details? 
Business Hours
How many Business Hours does Vtiger support? 
How do I set working hours for my team? 
What are Business Hours? 
Why should I set up Business Hours? 
What is a default Business Hour? 
Can I have more than one default Business Hours? 
Can I delete default Business Hours? 
To whom is the Business Hours feature mostly useful? 
How can I configure Business Hours? 
Can I add breaks to my Business Hours? 
Can I add different working days in my Business Hours? 
Can I add holidays in my Business Hours? 
Can I delete the breaks in my Business Hours? 
Can I delete different working days in Business Hours? 
Can I delete holidays from Business Hours? 
How can I configure user Business Hours? 
Can I configure different Business Hours for different teams? 
Can CRM users configure Business Hours? 
Where are user-level business hours used? 
Where is the List View in Business Hours? 
What information can I see in the List View of Business Hours? 
How can I edit a Business Hour? 
How do I delete Business Hours? 
How can Business Hours impact SLAs? 
Can Business Hours impact Cases? 
Can Business Hours impact Internal Tickets? 
Does Business Hours impact Appointment Pages? 
What are business rules? 
CPQ
What are the Product Options in Vtiger CRM? 
Give an example of Product Options. 
What are the Product types you can see when CPQ is not installed? 
What is a Fixed Bundle? 
What is a Solo Bundle? 
What are the Picklist values enabled when you install CPQ? 
In which Vtiger editions are the Product options available? 
What are the benefits of Product Options? 
What are the types of Product Options? 
Explain the Fixed option with an example. 
Explain the Dynamic option with an example. 
What do you mean by minimum value? 
What do you mean by maximum value? 
How do you add a Product Option in Vtiger CRM? 
What do you mean by linking in Vtiger CRM? 
List the steps to link Product Options. 
Can you add Products in Quotes? 
List the steps to add Products in Quotes. 
Can I select more than the maximum value for a Product? 
What do you mean by discounts in Vtiger CPQ? 
What are the types of discounts in Vtiger CPQ? 
What do you mean by Product Discounts in Vtiger CPQ? 
What do you mean by Buy X Get Y Discounts in Vtiger CPQ? 
Give an example of Buy X Get Y discounts in Vtiger CPQ. 
Where can the discounts be applied in Vtiger CPQ? 
What are the benefits of Discounts in Vtiger CPQ? 
List the steps in adding a Product Discount in Vtiger CPQ. 
List the steps in adding a Product Discount in Vtiger CPQ. 
List the steps in adding Buy X Get Y Discount in Vtiger CPQ. 
Give a use case explaining adding product discount in Vtiger CPQ. 
What are the features of the Field Sales app? 
What is Pricing Guidance in Vtiger CRM? 
What are Pricing Guidance in Quotes? 
What is Quote Status in Vtiger CRM? 
What is Quote Organization in Vtiger CRM? 
What are Pricing Guidance in Deals? 
What are the benefits of Pricing Guidance in Vtiger CRM? 
How do I install Pricing Guidance in Vtiger CRM? 
How do I set up Pricing Recommendation factors in Vtiger CRM? 
What is Quote Organization in Vtiger CRM? 
What are Summary Variables in Vtiger CRM? 
In which Vtiger editions can I find Summary Variables? 
CRM
Which browsers support Vtiger CRM? 
How can I reduce space usage? 
How do I get more storage? 
How can I get a tour of Vtiger CRM? 
Where can I set up my name, email ID, and phone number? 
What is Vtiger's customer support email ID? 
Vtiger is running slow. What should I do? 
How many active sessions can I have per login? 
Where can I see the version of Vtiger CRM? 
How can I talk to Vtiger experts? 
How can I get more space for my data? 
How do I delete a field? 
What happens if I delete a field? 
Can I hide a field if I am not using it? 
How do I reassign a record to my teammate? 
What happens to my data after the free trial expires? 
Is the free trial version different from the paid versions of Vtiger? 
How can I start my free trial with Vtiger CRM? 
Can I subscribe to Vtiger CRM before my free trial expires? 
Can I cancel my free trial? 
Is there a training video for Vtiger 8? 
What is Access Key? 
What is new in the recent version of Vtiger (V9)? 
What has been improved in the recent version of Vtiger (V9)? 
What are the new features added in the recent version of Vtiger (V9)? 
What features are modified in the recent version of Vtiger (V9)? 
Which features are removed in the recent version of Vtiger (V9)? 
How is navigation easy in CRM? 
How do the design and functionality benefit you? 
How do I log in to Vtiger CRM? 
How do I navigate the dashboard in Vtiger CRM? 
How do I navigate the List View in Vtiger CRM? 
How do I navigate the Summary View of a record in Vtiger CRM? 
How long will an Import record persist in the CRM? 
What is Versioning Add-on? 
What are Snapshots? 
In which modules of Vtiger CRM is Versioning available? 
In which modules of Vtiger CRM is Versioning not available? 
What is Versioning history and numbering? 
What happens when you restore the record? 
What are the benefits of the Versioning Add-on? 
In which editions of Vtiger CRM is the Versioning add-on available? 
How do I install the Versioning Add-on in Vtiger CRM? 
How do I enable record versioning? 
How do I revise a record? 
How do I restore a record? 
What are the limitation while restoring or revising a record? 
What is CRM? 
Why is CRM important? 
Who needs a CRM system? 
What are the key features of CRM? 
How does CRM improve customer relationships? 
What is the difference between Operational, Collaborative, and Analytical CRM? 
What is the difference between Cloud-Based and On-Premise CRM? 
How do I choose the right CRM for my organization? 
What do I do if my trial period expires? 
What is the price of Vtiger CRM? 
How do I migrate from another platform to Vtiger CRM? 
How to reactivate my expired trial account? 
How long will the data be available after my trial has expired? 
Can you reactivate my expired trial account? 
Where is the data stored during my trial period? 
What happens after trial expiry? 
How do I know if the trial account can be restored? 
My trial instance is expired, can I restore my data? 
Calculus AI
Where can I find my Calculus deal score? 
How do I see the conversation insights on a deal? 
How do I install the Calculus extension? 
What happens when I install the Calculus extension? 
What touchpoints does Calculus use to make recommendations? 
What kind of recommendations do I get by Calculus while writing an email? 
What is Deal Health Feature? 
What is the role of Deal Health in sales? 
What is Deal Health In Vtiger CRM 
What is the Deal Health feature module availability? 
How to access the Deal Health Feature? 
What are the sections of Vtiger CRM Deal Health Feature? 
What is Deal Score? 
What is Predicted Close Date? 
What is Engagement Score? 
What is Sentiment Score? 
What are Conversation Insights? 
What is Conversation Timeline? 
What is 'By Channel' under the Conversation Timeline? 
What is 'By Category' under the Conversation Timeline? 
What is 'By Sentiment' under the Conversation Timeline? 
What is 'Touchpoints Summary' under the Conversation Timeline? 
What is 'By Owners' under the Conversation Timeline? 
What are the Calculus Deal Score Factors? 
How to view the Deal Score factors? 
What AI/ML features are there in Vtiger? 
What is Calculus GPT?  
What Generative AI features are available via Calculus AI? 
Can GPT models learn about my organization and my business? 
Can GPT create a sales pitch for me?  
Does Calculus AI use external GPT models? 
How is my data protected when I use GPT in Calculus AI?  
Will the GPT feature in Calculus AI work for all languages? 
Can Calculus GPT compose answers for a Case or a Chat message from existing case history or public information?  
Can Calculus AI access my company's internal documentation, knowledge base, or help documentation? 
How do I ensure GPT is giving the correct responses about my business and processes? 
Does Calculus AI access actual data in the CRM while responding to a query?   
Does Vtiger offer professional services to train/fine-tune the GPT model on our data?  
Can GPT reply to my email when I'm not at my desk? 
Can Calculus AI create Tasks, Events, etc., in the CRM when I use commands in spoken English? 
Do I need to install Calculus AI to use GPT? 
What is the cost of the Vtiger GPT feature? 
Why don’t I see the Calculus GPT icon in the CRM? Is this a paid add-on? 
What is the cost of Vtiger's generative AI feature?  
Does the Calculus AI add-on price of 12$ per user per month apply to all users? 
Should I pay for the Calculus AI add-on and the GPT tokens? 
How much do I pay to increase Calculus GPT tokens? 
How do I use GPT tokens? 
How do I know how many GPT tokens I have used? 
Can I create help documentation or Knowledge Base articles from cases through Calculus AI? 
Can I use GPT tokens to write summary commands? For example, "/sm contact john smith". 
Can I use the GPT feature on the Chat/Whatsapp channels in the CRM? 
Can I integrate my Open AI GPT 4 account and APIs with Vtiger CRM?  
Is there a dedicated AI live chat agent to answer basic questions on Live chat? 
What is the Best Time to Contact feature in Vtiger CRM? 
Is the Best Time to Contact feature Calculus AI enabled? 
How does Vtiger’s Calculus AI work for the Best Time to Contact feature in Vtiger CRM? 
Where do I find the Best Time to Contact feature in Vtiger CRM? 
What do I find when I select the Best Time to Contact icon feature in Vtiger CRM? 
What does the green line above each time indicate? 
What are the benefits of the Best Time to Contact feature in Vtiger CRM? 
How can I access the Best Time to Contact feature in Vtiger CRM? 
What do you mean by Contact Sentiment? 
How does Calculus AI analyze emotions? 
Where can I find Contact Sentiment in Vtiger CRM? 
What are the types of Contact Sentiment in Vtiger CRM? 
What is Positive Contact sentiment in Vtiger CRM? 
What is Positive Passive Contact sentiment in Vtiger CRM? 
What is Neutral Contact sentiment in Vtiger CRM? 
What is Negative Contact Sentiment in Vtiger CRM? 
What is Negative Passive Contact sentiment in Vtiger CRM? 
What are the benefits of Contact sentiment in Vtiger CRM? 
What is Natural Langauge Querying in Calculus AI? 
What is Calculus GPT in Vtiger CRM? 
What is Ask Calculus AI in Vtiger CRM? 
Where can I use Ask Calculus AI in the CRM? 
In which modules of the CRM is Ask Calculus AI available? 
What types of commands are used in Ask Calculus AI? 
What are Slash commands? 
What are Text commands? 
Will the commands used be tracked for usage? 
Is personal information like email and phone numbers used securely? 
In which edition is the Ask Calculus AI feature used? 
How do I access the Ask Calculus AI feature in Vtiger CRM? 
Explain /create a command with an example. 
Explain /sm command with an example. 
What are the limitations of the Ask Calculus AI feature? 
What is Natural Language Query? 
What are the benefits of Natural Language Query? 
How does Calculus AI analyze emails? 
What is Chat Analysis? 
What is Voice Analysis? 
In which Vtiger editions is the Email and Call analysis feature available? 
What are the benefits of Email and Call Analysis for Coaching? 
How does Calculus AI help in Email Analysis for Coaching? 
How does Calculus AI help in Call Analysis for Coaching? 
What is Email Assistant in Calculus AI? 
Where can you find Email Assistant in the CRM? 
What does Email Assistant suggest? 
What is the primary goal of Email Assistant? 
What are the benefits of Email Assistant? 
How do you access the Email Assistant? 
Explain the Coaching module in Vtiger CRM. 
What are the two dashboards in the Coaching module? 
Explain Players dashboards in the Coaching module. 
Explain Coaches dashboards in the Coaching module. 
What is the role of Calculus in the Coaching module? 
What are the benefits of the Coaching module? 
What are tokens in Chat GPT? 
Explain token pricing in Calculus GPT. 
Can I automatically send an FAQ (in a reply) matching the contents of an incoming email for a case? 
Explain how do I automatically send an FAQ (in a reply). 
What is Calculus AI Prompt Builder? 
How does Calculus AI Prompt Builder work? 
What are the benefits of Calculus AI Prompt Builder? 
How do I create a Prompt? 
How do I preview a response? 
Give an example for the Prompt. 
What is a Prompt? 
What is the Prompt Builder in Vtiger CRM? 
What are the benefits of using the Prompt Builder? 
How do I create a Prompt in Prompt Builder? 
Can I preview a Prompt response? 
What are the modes in Prompt Builder? 
What is the Record mode in Prompt Builder? 
What is the List mode in Prompt Builder? 
What is the Data Template in Prompt Builder? 
How does the Data Template in Prompt Builder work? 
What is the Prompt Template in Prompt Builder? 
How do I create a Data Template in Prompt Builder? 
How do I create a Prompt Template in Prompt Builder? 
What is Generative AI Designer in Vtiger CRM? 
Is Generative AI Designer available as a part of the Calculus AI Add-on? 
Is the Generative AI module available in all editions? 
Where is the Generative AI Designer available in Vtiger CRM? 
Can all Bot users train the Bot on FAQs and articles? 
What are the features of Generative AI Designer? 
What is the use of Bot Analytics in Generative AI Designer? 
What are the input channels from which Generative AI receives queries? 
What are Bot Queries in Generative AI Designer? 
What does the Query details window display? 
What are the sources of Bot Queries? 
What is Bot Setup? 
How do I train the Bot on FAQs and Queries? 
How is Prompt Builder in Generative AI? 
What are the benefits of Generative AI Designer? 
How do I access Generative AI Designer? 
How do I review FAQ Queries in Generative AI? 
What is the Data Shield option in Generative AI Designer? 
How does the masking work in the Data Shield option in Generative AI Designer? 
What are Calculus AI Email Prompts? 
Can I access the email prompts on my mobile device? 
What is the Prediction AI Designer? 
What are the different Prediction Types in the Prediction AI Designer? 
What are the prerequisites for generating a Prediction? 
How do I add a Prediction in the Prediction AI Designer? 
Does Vtiger's AI Engine have a trust layer? 
What are some common reasons for getting an 'Unknown module' error in Ask Calculus AI? 
How can I resolve a 'Resource not found' error in Ask Calculus AI? 
If the 'Train' button is disabled, what steps can I take to troubleshoot the issue? 
What should I do if I get an error message “Token exceeded”? 
AI review is not working for coaching records. How can i resolve this issue? 
What if the Websense directly connects to the agent without giving the response? 
If I encounter a 'No questions found' error, how can I resolve it? 
Why is the Calculus AI score not updating? 
How do I re-authenticate an email account or phone system? 
How can I track improvements in engagement or sentiment scores? 
How can I identify the root cause of data delays or errors in Calculus AI? 
What does the error "Could not identify the module in Ask Calculus AI" mean? 
What does the "test query didn’t give a response" error mean? 
Why don’t the records appear in the pop-up for training? 
Why is the modified content not being saved after I update and save the record? 
How do I connect with the right team to discuss becoming a Vtiger partner? 
Does Vtiger provide courses for sales professionals? 
What is an AI Agent Builder in Vtiger CRM? 
What tasks can AI Agents perform in Vtiger? 
What are the benefits of using AI Agent Builder in Vtiger CRM? 
How do I create an AI Agent in Vtiger CRM? 
What is an Agent Playground in Vtiger CRM? 
How does the Agent Playground work in Vtiger CRM? 
How can I edit an AI Agent in Vtiger CRM? 
How can I generate reports using AI Agents in Vtiger CRM? 
How do prompt suggestions work in Ask Calculus AI? 
How do I retrieve information from records using Calculus AI? 
Can I ask Calculus AI to create a report with specific details? 
Where do AI Widgets appear on record pages? 
How do I schedule recurring queries in Ask Calculus AI? 
What username and password should I use when calling the API in Postman? 
What are AI Widgets in Vtiger CRM? 
How do I add an AI Widget in Vtiger CRM? 
How do I edit an existing AI widget? 
How do I delete an existing AI Wdiget? 
How is data shown by the AI Widget when added to List View? 
How to build an AI Agent to deliver the response the user needs? 
How are Chatflows used with AI Agents? 
Give me some examples of using Calculus AI in a sheet? 
Do I need an API key to use Calculus AI in Sheets? 
 Is my data secure when I use Calculus AI in Google Sheets? 
How do I improve the quality of Calculus AI responses in Google Sheets? 
What should I do if I get an error like #ERROR! in a Google sheet cell while using Calculus AI? 
The Calculus Add-on isn’t appearing in my sheet. What do I do? 
What if Calculus AI takes too long to respond or doesn’t appear in Google Sheets? 
How do I install the Vtiger Calculus AI Add-on? 
What are the benefits of using Calculus AI in Sheets? 
How do I use the Calculus AI add-on in a Google sheet? 
What is the Vtiger Calculus AI Add-on for Google Sheets? 
How do I authorize the Vtiger Calculus AI Add-on in Google Sheets? 
Calendar
Where can I set up my calendar? 
How do I set up my calendar? 
Can I change the date and time formats? 
Where can I change the time zone of a user? 
Can I see the weekly or monthly agenda on my calendar by default? 
Is it possible to hide completed events from my calendar? 
Where do I see my calendar? 
What is the Calendar page? 
What are the benefits of using the Calendar page? 
What is My Calendar? 
Can I add other activity types to My Calendar? 
What other actions can I do in My Calendar? 
What is Team Calendar? 
How can I add other users or groups to the Team Calendar? 
What other actions can I do in Team Calendar? 
Can I add events to the Calendar page? 
What actions can I do on a record on the Calendar page? 
Can I change from month to week view in the Calendar? 
What are the effects of Sharing Rules in the Calendar? 
Why can everybody view my calendar and events? 
Can I change the Calendar Sharing rules? 
What happens when the event visibility is set to private in Calendar Sharing rules? 
What is Calendar View in Vtiger CRM? 
What are the various items that can be viewed using the Calendar feature in Vtiger CRM? 
Can I install the Calendar View from the Extension Store? 
Is the Calendar View available for all the modules in the CRM? 
What is a Calendar Event? 
What is a Recurring Event? 
How do I use the Calendar View for Events? 
How does Calendar View work for recurring events? 
What are Calendar Schedules? 
What are the benefits of using Calendar View? 
How do I create a Calendar Event? 
How do I create a Calendar Event using the Add Event option in Essentials? 
How do I create a Recurring Events? 
What data will be exported while exporting Calendar (Events and Tasks) records in ics format? 
Campaigns
What is a Campaign? 
What are Budget Cost and Actual Cost in Campaigns? 
A campaign got canceled. How do I update it in the CRM? 
What is the Expected Sales Count and Actual Sales Count in Campaigns? 
How do I duplicate a Campaign? 
What does duplicating a Campaign mean? 
How do I create new campaign types? 
How do I create a Campaign using Quick Create? 
How do you link Contacts to Campaigns? 
How do I create new campaign types? 
What are the Campaign types provided by Vtiger CRM by default? 
How do I create a Campaign? 
What click activity insights are available for my email campaign? 
Cases
What is a case? 
How do I create a case? 
How do I link a customer record to their case record? 
What is the Is Billable field in Cases? 
How do I link a service to a case? 
How do I create a case using Quick Create? 
What are the different statuses of a case? 
How do I assign a case to a team in my company? 
How do I find the responses to the Customer Satisfaction Survey? 
What is the Customer Satisfaction Survey? 
How does the Customer Satisfaction Survey work? 
How do I find the Customer Satisfaction Survey workflow? 
What is the difference between cases and internal tickets? 
How do I mass-edit case details at once? 
How do I filter cases depending on the Customer Satisfaction Survey feedback? 
How do I set up a mailroom rule to create cases? 
How do I reply to a case? 
Why are there no closed states in Cases? 
How do I reply to a case? 
How do I convert a case to an FAQ? 
How do I add Internal Comments on a Case? 
How do I link a Service to a Case? 
How do I assign an SLA to a case? 
What is the SLA Information block in Cases? 
How do I create a case? 
How do I enable automatic case creation from emails? 
How can I reply to a case? 
How are users notified when they are mentioned in a case comment? 
What are the two default workflows set up for the Cases module? 
How can I track the time spent on a case? 
How do I create a Timelog for a case? 
How do I stop the feedback emails sent after closing a Case? 
What is the Similar Records option in Cases? 
How does the Similar Records option help CRM users? 
How is the recipient of a Case reply selected? 
Chart of Accounts
What is the Chart of Accounts? 
What is the CoA in Vtiger CRM? 
What are the benefits of CoA? 
How to Install the CoA extension? 
What are the types of CRM accounts CoA allows you add? 
How to add an account to the CoA? 
What are the fields that have been added to CRM modules with the CoA? 
What are the modules to which Sales Account and Purchase Account fields are added with the CoA? 
What are the modules to which Sales Account field is added with the CoA? 
What are the modules to which Purchase Account field is added with the CoA? 
What are the Default Tax Modes added in Tax Management with the CoA? 
What is Org account taxes? 
What is Contact account taxes? 
What is Item account taxes? 
What are the Tax Modes added to sales transaction modules? 
What are the Tax Modes added to purchase transaction modules? 
What are CoA Tax Modes for sales transaction modules? 
What are Org account taxes for sales transaction modules? 
How to access Org account taxes for sales transaction modules? 
How to access Contact account taxes for sales transaction modules? 
How to access Item account taxes for sales transaction modules? 
What are CoA Tax Modes for purchase transaction modules? 
What are Vendor account taxes for purchase transaction modules? 
What are Contact account taxes for purchase transaction modules? 
What are Item account taxes for purchase transaction modules? 
How to access Vendor account taxes for purchase transaction modules? 
How to access Contact account taxes for purchase transaction modules? 
How to access Item account taxes for purchase transaction modules? 
What are Contact account taxes for sales transaction modules? 
What are Item account taxes for sales transaction modules? 
What is CoA? 
What are Inventory modules? 
What is an Item? 
What is a Purchase account? 
What is a Sales account? 
What are Tax Modes? 
What are Tax Types? 
Who is a Vendor? 
What are Sales transaction modules? 
What are Purchase transaction modules? 
Chat Insights
What is Chat Insights? 
What is the use of Chat Insights? 
From where does Chat Insights pull up the information? 
How do I go to Chat Insights? 
Is the Chat Insights module available with the Free edition? 
How do I change the metrics on the Chat Insights page? 
How do I use filters in Chat Insights? 
How do I save a widget as an image? 
I see three sets of information in one widget. How can I view only one set? 
What are the five blocks of information below the filters section? 
What is the 'Conversations by day' widget? 
What is the 'Conversations by hour' widget? 
What is the 'Hourly response time with number of conversations' widget? 
What is the 'Response time by agent' widget? 
What is the 'Agent Chat Volume' widget? 
What is the 'Chat duration by agent' widget? 
What is the 'Customer Satisfaction' widget? 
What is the 'Customer Feedback' widget? 
My responded conversations shows 34% in green with an up arrow. What does this mean? 
The Missed Conversations percentage shows 164% in red with an up arrow. What does this mean? 
My chat duration shows 27% in red with a down arrow. What does this mean? 
My average chat rating shows 1% in green with an up arrow. What does this mean? 
My average chat rating shows 5% in green with a down arrow. What does this mean? 
Clearbit
What is Clearbit? 
How does Clearbit Integration for Vtiger CRM work? 
Who can add the Clearbit Feature? 
What does Clearbit Integration offer? 
What are the Benefits of Clearbit Integration 
How to install Clearbit Integration? 
How to Integrate Clearbit with Vtiger CRM? 
How to Retrieve Customer Data Using Clearbt? 
How to Disable the Clearbit Feature? 
Closed States
What is a closed state? 
What is the importance of closed states? 
How do I identify a closed state? 
I see a message on a record that asks me to reopen the record. What does it mean? 
How do I configure closed states for a module? 
I am not able to use closed states. What might be the reason? 
How do I enable the Closed States module? 
Are closed states pre-configured for a module? 
Can I select the default status that a record must be set to when I reopen it? 
How do I close a record? 
How do I reopen a closed record? 
Who can reopen a closed record? 
Can I provide reopen access to non-admin users? 
How do I provide permission to reopen records to a profile? 
What actions are restricted on closed records? 
What actions can I perform on closed records? 
How do I enable linking to closed records? 
How do I link records to a closed record? 
How do I enable a duplicate check on closed records? 
What are the ways of checking for duplicates on closed records? 
Can I check for duplicates on closed records using the Find Duplicates module? 
Can I configure closed states in all Vtiger modules? 
How many closed states can I have in a module? 
Coaching for Sales & Support
Explain the Coaching module in Vtiger CRM. 
What are the two dashboards in the Coaching module? 
Explain the Players dashboard in the Coaching module. 
Explain the Coaches dashboards in the Coaching module. 
What data can be analyzed in the Players module? 
What data can be analyzed in the Coaches module? 
What data can you find when you click on Emails? 
What is the role of Calculus in the Coaching module? 
What are the benefits of the Coaching module? 
What are the steps to add Filters? 
What data can be analyzed in the Players module? 
What data can you find when you click on Emails? 
What are the steps to add Filters? 
Company Details
Can I change city or state field to Picklist field ? 
Can I add more custom fields in company details block ? 
Where can I add the details of my company? 
How to add my company logo in customer portal? 
Is Vtiger CRM customizable ? 
What can I customize in Vtiger CRM? 
Where can I see my company's logo? 
I have added my company's details. Where will it appear? 
How can I add my company's details? 
What should be the format of the logo image? 
What should be the size of the logo image? 
My logo image size is 2 MB. Why is it not getting uploaded? 
I uploaded the wrong logo to the CRM. How can I get the previous logo? 
Confetti
What is Confetti? 
What is Vtiger’s Confetti feature? 
In which modules is the Confetti feature available? 
Who can add Confetti to the CRM? 
What are the benefits of adding Confetti? 
Can I add Confetti to custom modules? 
How do I install the Confetti feature? 
What is the Celebrate Success List View? 
What are the steps and components of Celebrate Success List View? 
How to Add Confetti to your Announcements? 
How to Disable the Confetti Feature? 
How is the Confetti built? 
Configuration Editor
How do I clear/delete the Demo Data in my account? 
How do I add the Demo Data to my account? 
How do I set up mailroom rules from my inbox? 
How does the Archive Email mailroom rule work? 
Where is the Configuration editor available? 
Consents
Where can I find the Vtiger Privacy Guard extension when installed? 
What is a consent? 
Are consents required if my business does not operate in the EU? 
What is the Vtiger Privacy Guard? 
What are the benefits of the Vtiger Privacy Guard? 
Is the Consents module available in all Vtiger editions? 
Why does my business require consents? 
What should I know before I set up consents? 
How should I set up the From email address to send consent emails? 
What are the types of consents available in Vtiger CRM? 
How do I set up consents? 
How do I install the Vtiger Privacy Guard? 
How do I enable the Consents module? 
How do I set up the deduplication of contacts to configure consents? 
What is deduplication of contacts? 
Is there a way I can hide consents from certain contacts? 
How do I set up consents to store personal data? 
How do I set up custom consents? 
How do I set up tracking consents? 
How will I know if a contact wants to have their personal data erased from the CRM? 
What should I do to know if a contact wants me to stop using their data? 
What happens when a contact requests to stop processing their data? 
How do I unlock a contact record that is locked because the contact requested to stop processing their data? 
Is there a way to set up notifications related to consents? 
I am not able to uninstall the Vtiger Privacy Guard. Why? 
How do I uninstall the Vtiger Privacy Guard? 
How do I erase a contact's personal data? 
How do I send a consent request to a contact? 
How do I know if a contact has requested data erasure? 
How do I know if a contact has requested to stop processing their data? 
How do I know if a contact has granted permission to track emails? 
How do I know if a contact has granted permission to track their document engagement? 
Is it possible to know when the last consent request was sent to a contact? 
Where can I find the personal and encrypted data of a contact? 
What is the kind of data for which I need consent? 
How do I seek consent from my Contacts through Webforms? 
Constant Contact Integration
What is Constant Contact? 
What is the Constant Contact integration with Vtiger CRM? 
In how many directions can you sync Vtiger CRM records with Constant Contact? 
What are the benefits of integrating Constant Contact? 
What are the prerequisites for integrating Constant Contact with Vtiger CRM? 
How do I install the Constant Contact extension in Vtiger CRM? 
How do I obtain the API Key, Auth URL, and Token URL from the Constant Contact portal? 
How do I integrate Constant Contact with Vtiger CRM? 
How to configure Constant Contact Sync Settings in Vtiger CRM? 
How do I sync data between Constant Contact and Vtiger CRM 
What is the Constant Contact sync pattern? 
What is the Constant Contact Sync Log screen? 
What is Constant Contact field mapping? 
Contacts
Who is a Contact? 
Can my Contact be an Organization? 
Can I add a Contact with only a few details and add more details later? 
How can I add hundreds of Contacts at once? 
Can I export my Contacts to an external source? 
Can I duplicate a Contact record? 
How do I import Contacts from a .csv file? 
What happens to Contacts and Deals when I delete their related Organization? 
How can I see the number of deals related to a contact? 
How can I assign a Contact to a rep? 
How can I change a Contact back to a Lead? 
If a Contact moved to another Organization (Company), how should we deal with it? 
Where do I set the customer support period for a Contact? 
Can I create a Contact using Quick Create? 
How do I identify if a Contact is a Lead or a customer? 
How do I convert a Contact into a customer? 
What does a Contact's Lifecycle Stage field indicate? 
What is Contact Hierarchy? 
How do I set up a Contact Hierarchy? 
Where do I view the Contact Hierarchy? 
How do I transfer a Deal and its Contacts to a different Sales rep? 
I want to export only a few Contacts. How can I do that? 
How do I delete many Contacts at once? 
What are the different ways to create a Contact? 
Is it possible to convert a "Contact" to "Organisation"? 
How can I find out when and how I last contacted a contact in the Contact module? 
Who is the appropriate contact person to whom we should send the document? 
How do I create a Contact? 
CreditNotes
What are Credit Notes? 
When are customers given Credit Notes? 
What are the benefits of Credit Notes? 
Why are Credit Notes used? 
Are Credit Notes available in the Sales Enterprise edition? 
Is Credit Notes available as a module by default? 
What are the statuses in which a Credit Note can possibly be in? 
How do I create a Credit Note? 
How do I create a Credit Note from Invoices? 
How do I apply credit amount to an Invoice from a Credit Note? 
What happens when all the credits in a Credit Note are applied to Invoices? 
Can any user apply credits on an Invoice? 
How can I add a new product or a service to a Credit Note? 
How can I add a new section to a Credit Note? 
Can I create and link an Invoice from a Credit Note? 
Can I share a Credit Note? 
How do I print a Credit Note? 
How do I export a Credit Note? 
How do I change the template of a Credit Note? 
Currencies
How can I set a default currency? 
Why am I not able to see decimal values in the Amount column? 
Custom Module
How do I delete a custom module? 
Where do I find the custom module? 
Can I send SMS from a custom module ? 
Can we change the parent app of a module? 
How do I add custom fonts to my Vtiger CRM? 
What are the limitations of adding custom fonts? 
How do I create a custom module? 
How can I categorize expenses and display the updated totals on the Project page when new expenses are added? 
CustomerPortal
Can I configure the customer portal to suit my needs? 
What is the customer portal? 
How do I give my customers access to the customer portal? 
How do my customers view FAQs in the customer portal? 
How do I configure the customer portal? 
How can I host Vtiger's customer portal on my server? 
Can I change the URL of the customer portal? 
Can I change the theme of the customer portal? 
How do I select the email templates for customer portal's 'login details' and 'forgot password' emails? 
Is there a way to hide modules from the menu in the customer portal? 
The customer portal login details were not delivered to my customers. What is the issue? 
Where do my contacts receive portal login details? 
How do I know if my customers logged in to the customer portal? 
Why is my customer is not able to log in to the customer portal? 
Is there a way to choose which records can be shown in the customer portal? 
Can I set a default assignee for cases coming in through the customer portal? 
How do I log in to the customer portal? 
How do I change my portal password? 
Where can I edit my name, phone number, etc. on the customer portal? 
How do I create a case on the customer portal? 
How can I upload a document to the customer portal? 
Where do I find FAQs on the Customer Portal? 
Can I download a document from the customer portal? 
Can I export cases from the customer portal? 
Where can I find the customer portal's 'login details' and 'forgot password' emails? 
Will the pie charts in the Customer portal display colors? 
What are the steps in Two-step authentication for customer portal login? 
How can I change the language in customer portal? 
How do I view customer comments on a record from the Customer Portal? 
How do I find who created a record through the Customer Portal? 
How to find out who last updated a record through the Customer Portal? 
What happens if a customer who created or modified a record via the Customer Portal is deleted? 
How can I view my responses to customer comments in the record created via the Customer Portal? 
Is there a cost associated with using the Customer Portal? 
Can I request an upgrade, replacement, or additional service through the Customer Portal? 
What options do I have when requesting a product or service change via Customer Portal? 
How do I download a record from the Customer Portal? 
Customizer
Can I customize the look and feel of Live Chats on the website? 
What is a Login Page? 
How do I customize the Login Page Customization Add-on? 
Dashboard
What is My Sales Dashboard? 
What is a Sales Leaderboard in Dashboards? 
How do I create a dashboard? 
How do I create a standard widget in my dashboard? 
How do I create a mini-list in my dashboard? 
How do I add a customized chart to my dashboard? 
How do I create a notepad in my dashboard? 
How do I add the charts I have created to the sale dashboard? 
What actions do I perform on a dashboard? 
What action do I perform on dashboard widgets? 
Why is the date filters not being applied to your custom charts? 
How do I disable the dashboard as my default screen? 
Can I navigate to the Field sales app from the Dashboard in the mobile app? 
What information does the Dashboard widget display in the Field Sales app display? 
What can the Admins view in the Field Sales app? 
What information can the agents view in the Field Sales app? 
Is the Grafana dashboard compatible with Vtiger CRM? 
Deal Room
What are the features of Deal Room in Vtiger CRM? 
What are the benefits of Deal Room? 
What are the functions of Deal Room? 
How do I install the Deal Room feature? 
How do I send the Deal Room Invitation to Contacts? 
What is the Deal Progression Bar in the Deal Room? 
What is the Questions section in the Deal Room? 
What is the Files section in the Deal Room? 
What is the Timeline section in the Deal Room? 
How do I add Contributors in a Deal Room? 
How does a Contact add Contributors (members) to the Deal Room? 
How does a Contact schedule a meeting in the Deal Room? 
How does a Contact upload files in the Deal Room? 
How does a Contact log into the Deal Room? 
How does a Contact log out of the Deal Room? 
What are the various sections of the Deal Room? 
How do I keep track of time spent on a Deal stage? 
What is the Deal Room feature in Vtiger CRM? 
How do I access the Deal Room? 
What are User and Contact access in reference to Deal Room? 
How is Deal Room a multilingual facet? 
What is Team section in Deal Room? 
How to enable or disable the Deal Room for a Deal? 
What is Deal Room in Vtiger? 
Deal to Project Mapping
I am afraid that I will lose my data if I convert a Deal to a Project. What should I do? 
What are the benefits of mapping the fields of a Deal to a Project? 
I can see a few fields that are already mapped by default. Why is that? 
Can I delete the fields that are mapped by default in the CRM? 
How do I add a mapping? 
Can I add any field from Deals as a part of field mapping? 
How do I modify a field mapping? 
Can I delete a Deals to Project mapping? 
How do I add a custom mapping? 
How do I modify a mapping? 
Deals & Opportunities
How do I add more custom fields to the Line Item block in the Deals module if I have reached the limit? 
Can I customize the Playbooks from the Deals module? 
How do I access the Deal Room? 
DeliveryNotes
What are the benefits of Delivery Notes? 
Is the Delivery Notes module available in the Sales Starter edition? 
How can I create a Delivery Note? 
Can I create a Delivery Note from a Sales Order? 
How do I add a product or service to a Delivery Note? 
How do I add a section to a Delivery Note? 
How can I share a Delivery Note? 
How can I export a Delivery Note? 
How can I print a Delivery Note? 
How can I change the template of the Delivery Note? 
How do I add a document to a Delivery Note? 
What are Delivery Notes? 
Dependent Fields and Blocks
What are dependent fields and blocks? 
Are dependent fields and blocks applicable everywhere in the CRM? 
What are the prerequisites to configure dependent fields and blocks? 
How do dependent fields and blocks work? 
How can I configure dependent fields and blocks? 
How can I edit an existing dependency? 
Why can't I see a field value in List View? 
What is block and field dependency? 
What are the different access rules? 
What are the limitations in dependent fields and blocks? 
Will the dependent field appear in the same order defined in the module layout? 
Detail View
What is Details(i) View in a Vtiger CRM? 
What information can you find in the Details View of a Contact record in Vtiger CRM? 
What are the benefits of Detail View(i) in Vtiger CRM? 
How do I access Details View(i) in Vtiger CRM? 
What actions can be performed in the Details View(i)? 
What actions can be performed by clicking the More icon in the Summary View of a record? 
List the widgets you can access in the Details View of a contact record. 
Where can I see the Detail View of a record? 
Why is same module appearing twice in related records section? 
Documents
How do I link folders and documents to Vtiger CRM? 
How do I share a document? 
How do I download a document from Vtiger CRM? 
How do I share a document as a link? 
How do I revoke access to Google Drive and Dropbox? 
Can I re-share a document from the document viewer? 
How do I download a document from the List View? 
Can I link any external folder or a document to Vtiger’s Documents? 
Webform: Where does the uploaded document gets stored in the CRM? 
Is it possible to remove the OTP Authentication for documents attached as a link in Vtiger? 
Why are the documents uploaded by a user not visible to others in a record? 
What happens if I share a document with a contact and later mark it as Inactive in Vtiger CRM? 
Can I share an Inactive document with a Contact? 
Why is the Documents module important? 
What are Documents? 
What are the three types of Documents? 
How do I create a folder? 
How do I create a document? 
How do I create a Document from Quick Create? 
How do I upload a document? 
How do the Google Drive and Vtiger CRM integration work? 
How do I upload documents from Drive to the CRM? 
How do I link documents from Drive to the CRM? 
How do I link the documents from Dropbox to the CRM? 
How do I upload documents from Dropbox to the CRM? 
How do I upload a document to OneDrive from Vtiger CRM? 
How do I link existing OneDrive documents to the CRM? 
How do I access my OneDrive documents in Vtiger CRM? 
How do I revoke access to OneDrive in Vtiger CRM? 
Duplicate Prevention
How can I identify duplicate records in a module? 
What are duplicate records? 
What does the Find Duplicates feature do? 
Can I perform a duplicate check on closed records? 
How can I prevent the creation of duplicate records? 
What is Duplicate Prevention? 
How are duplicate records created? 
How can I set up Duplicate Prevention in my CRM? 
Can everyone set up Duplicate Prevention in the CRM? 
On which modules do Duplicate Prevention not work? 
Can non-admin users sort duplicate records (without admin access)? 
What happens when you enable Duplicate Prevention in Facebook Lead Ad Forms? 
What happens when you enable Duplicate Prevention in Google Lead Ad Forms? 
Email Bounces and Error Codes
What is a bounce message and error code? 
What are different bounce categories? 
What are the different error codes? 
What are the different traditional bounce codes? 
What are the different enhanced bounce codes? 
Can I customize the bounce messages? 
I need a detailed report regarding a bounce message. How can I get it? 
What is a hard bounce? 
What is a general bounce? 
What is a 'DNS failure' error? 
What is a 'Mailbox full' error? 
What is a 'Message too large' error? 
What is a 'Mail block - relay denied' error? 
What is a 'Mail block - general' error? 
What is a 'Mail block - spam detected' error? 
What is a transient bounce? 
What is a challenge or response bounce? 
What is a 'Bounce - no email address returned' error? 
What are Quarantined emails in Microsoft Outlook? 
Why do I have to review and manage quarantined emails in Microsoft Outlook? 
Where can I see my Quarantine email notifications? 
Where can I review and manage Quarantined Emails in Microsoft? 
How will I know if my emails have been quarantined? 
How do I manage quarantined emails? 
What does getting an Undelivered Mail Returned to Sender message mean? 
Why are my emails being returned as undelivered? 
What can I do to resolve undelivered email issues? 
How do I prevent my emails from being returned as undelivered? 
What are undelivered emails? 
How do I know if my emails have bounced? 
How do I fix bounced emails? 
How can I check if my email server is blocked or blacklisted? 
What if my emails are going to spam? 
Why are my emails failing? 
Email Deliverability
How to check/test for an SPF record on a domain? 
How to check/test my CNAME record in email campaigns? 
How to check/test DKIM records for my domain? 
How do I check If I have added the Vtiger SPF record to my sending domain correctly? 
How do I check If I have correctly added the Vtiger CNAME record to my domain name to send email campaigns? 
How do I check if I have published the correct Vtiger DKIM record in the sending domain? 
How can I ensure my email content is relevant to recipients? 
How does Vtiger CRM simplify the opt-out process? 
How can Vtiger CRM help with managing marketing lists? 
What does a spam score indicate? 
How do I use MailTester to check my email spam score? 
How can I send my email campaign to the AboutMy.email contact in Vtiger CRM? 
How can I add MailTester’s email address as a contact in Vtiger CRM? 
What tools can I use to check if my email will be flagged as spam? 
How does a custom domain improve email deliverability? 
Should I send a test email before launching my campaign? 
Why are my Gmail emails ending up in spam, and how do I fix this? 
What can I do to make sure my emails don’t bounce? 
How do I know if my emails are not being delivered? 
What are the best practices for improving email delivery success? 
Why are my emails being flagged as spam in Outlook, and how do I resolve this? 
EmailCampaigns
What is an Email Campaign? 
How do I create an autoresponder Email Campaign? 
How do I create a regular email campaign? 
How do I test an Email Campaign before sending it out? 
How do I schedule an Email Campaign? 
How do I edit an autoresponder email campaign that has started? 
How do I start an autoresponder Email Campaign? 
How do I set up Email Settings to send an Email Campaign? 
What are the different types of opt-ins? 
When does a contact's Email Opt-in field take the value Opted Out (contact)? 
My autoresponder email campaign has a slight delay. Why? 
How do I stop an Autoresponder Email Campaign? 
What are the different statuses that an Email Campaign can take? 
What are Email Campaign credits? 
How do I change my Email Campaigns plan? 
Why has my Email Campaigns subscription become inactive? 
What happens if I do not renew my Email Campaign credits? 
What should I do when my Email Campaigns subscription becomes inactive? 
Why does my scheduled email campaign get delayed by a few minutes? 
How do I reschedule an Email Campaign? 
What happens when I cancel an Email Campaign? 
How do I duplicate an Email Campaign? 
How do I generate reports on Email Campaigns? 
How do I view the metrics of my email campaigns? 
How do I track the recipients' activities on Email Campaigns? 
Why do contacts mark my Email Campaigns as spam? 
When does Vtiger suspend an Email Campaign subscription? 
How do I deactivate the suspension from my Email Campaign account? 
Images do not load correctly on Outlook. Why? 
How does an Autoresponder Campaign send emails on the day it is created? 
How do I stop my Email Campaigns from landing Gmail's Promotions? 
What are drip Email Campaigns? 
How do I set up a Reply To address for my Email Campaign? 
Is an email address removed from the marketing list if a bounce occurs on it? 
What is the benefit of duplicating an Email Campaign? 
I am not able to use my Yahoo email address in the From email field. 
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns? 
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns? 
Is there a free plan for Email Campaign credits? 
How many email credits do I get during a free trial? 
What is the difference between available and allowed credits? 
What are the allowed credits for different values of Nice Score? 
Why have my allowed credits become zero? 
What does bounce mean? How does it affect the marketing list? 
How do I know if a marketing list contains contacts or organizations? 
How do I select a marketing list in an Email Campaign? 
Is there a way to check my Email Campaign's spam score? 
What are some ways to prevent my Email Campaigns from landing in spam? 
What is the Vtiger-Mailchimp integration? 
How do I install the Mailchimp extension? 
How do I add the API key for Mailchimp-Vtiger CRM? 
How do I sync data between Vtiger and Mailchimp? 
How do I delink Mailchimp from Vtiger? 
How do I integrate Mailchimp with Vtiger CRM? 
How do I initiate Email Marketing with Vtiger? 
What do Email Campaign Reports display? 
What can I do with Email Campaign Reports? 
What is Buy One-Time Credit for Email Campaigns? 
Where do I find Buy One-Time Credits in Vtiger CRM? 
What should I do if I require extra credits? 
What are Pay-as-you-go credits? 
Is there an expiry date for Buy One-Time Credits? 
What happens to unused Pay-to go credits? 
Will first-time users be able to use Buy One Time credits? 
What are the benefits of Buy One-TIme Credit in Email Campaigns? 
How do I add Buy One-Time Credit in Email Campaigns? 
What is the payment procedure for Buy One-Time Credit for Email Campaigns? 
Can I perform CRUD operations on email campaigns? 
What are the benefits of Mailchimp integration? 
Is there a way to download all Contacts who opened our newsletters? 
Where can I find the bounce reason for both hard and soft bounces in my email campaign reports? 
Why are emails not getting delivered to my Contacts? 
How do I attach the video to the Email Campaign? 
How do I attach a PDF file to an Email Campaign? 
How do I see the Email Campaigns that I have sent to a contact? 
What are the types of Email Campaigns in Vtiger CRM? 
How do I check my Email Campaign metrics? 
EmailSequence
What are Email Sequences? 
How do I create an Email Sequence? 
How do I delete an Email Sequence? 
How do I duplicate an Email Sequence? 
How do I stop an Email Sequence? 
Can I delete a stage in a sequence? 
Can I have a sequence with no stages? 
How can I delete a recipient? 
How many sequences are allowed for sales professional? 
How many recipients can I add in a sequence? 
Can a recipient be active in more than one sequence? 
What will happen if I stop a sequence at stage 3? 
Can I restore a deleted sequence? 
How are emails assigned in an Email Sequence? 
Can I change the email sequence owner after it has been assigned? 
EmailTemplates
How do I duplicate an email template? 
What are Email Templates? 
What are Email Templates used for? 
How are Vtiger's Email Templates better? 
Is it easy to design email templates in Vtiger CRM? 
What are the benefits of using Email Templates? 
Where do I view email templates in Vtiger CRM? 
How do I create an email template? 
How do I use an email template? 
Can I edit an email template? 
How do I edit an email template and add tags? 
How do I delete email templates? 
What are Email Templates? 
Emails
Can I create leads, contacts, and organizations using incoming emails? 
How can I compose an email? 
Can I insert links in my email? 
Is there a way to embed an email template while composing emails? 
How can I set up my signature for outgoing emails? 
Can I attach a file to my email? 
Is there a way to schedule emails? 
What actions can I perform on emails in the email list? 
What actions can I perform on an email? 
How can I set up an outgoing server for emails? 
Where can I check my mails? 
Can I import emails? 
Can I set up a reminder to follow-up on an email? 
How can I add a CNAME record? 
Why are my emails bouncing? 
What happens when a hard bounce occurs? 
What is an email client? 
What happens when an email is forwarded to Mailroom? 
What is the email limit in Vtiger CRM? 
Can I mark unassigned emails as Done? 
How can I increase the number of Helpdesk IDs? 
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities? 
How do I create an email template in Vtiger CRM? 
How do I edit a template using HTML source code in Vtiger CRM? 
How do I duplicate email templates? 
How do I delete an email template in Vtiger CRM? 
What actions can I perform in an email? 
How do I set up My Mailbox with the auto-forwarding option? 
What is the purpose of an Email Feedback Loop? 
How can I setup my Reply-To email for cases and ad-hoc emails? 
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM? 
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed? 
How do I include FAQs when composing or replying to emails? 
What is the possibility of assigning personal emails to users on domain accounts? 
Can you share information about the SMTP account and its limitations on specific domain accounts not accepting Other? 
Could the NDA be sent by an attachment through the email? 
Why are the emails I received not showing in the CRM? 
How do I set up Anti-Spoofing in Mimecast? 
What is Anti-Spoofing in Mimecast? 
How do I get Vtiger’s sending IP addresses for email whitelisting? 
How do I add an image to my email in Vtiger? 
How can I fix issues with Azure SMTP not updating in Vtiger? 
How can I resolve the SMTP connect() failed error in Vtiger CRM? 
Why is the app still blocked even after I whitelist the Vtiger IP address? 
How can I enable 2-step verification to use Gmail for sending emails through third-party apps? 
Emotions
What are emotional journeys? 
How does Vtiger CRM track customer emotions? 
Which customer interactions are tracked to build an emotional journey? 
How are email sentiments tracked? 
Where can I view emoticons? 
What are customer journeys? 
What are the benefits of emotional journeys? 
What are the benefits of customer journeys? 
EmployeePortal
Where do my employees receive their employee portal credentials? 
An employee did not receive portal credentials. Why? 
What is the Employee Portal? 
How do I change the portal password? 
What are the different ways I can view internal tickets on the employee portal? 
How are the portal credentials sent to employees? 
Can I show or hide fields in the Employee portal? 
How do I give my employee access to the Employee Portal? 
How do my employees log in to the employee portal? 
How do I log in to the Employee Portal? 
Can I modify my profile details on the Employee Portal? 
How do I create an Internal Ticket on the Employee Portal? 
Can I see the Internal Tickets created from the Employee Portal on the CRM? 
How do I view an Internal Ticket on the Employee Portal? 
Can I change the status of an internal ticket on the employee portal? 
Can I manually close an internal ticket on the Employee Portal? 
How do I add comments to an Internal Ticket from the Employee Portal? 
How do I upload documents to an Internal Ticket from the Employee Portal? 
Employees
Where can I add information about my employees? 
Who is an employee? 
How do I add employee details? 
What is a Portal employee? 
How do I delete an employee record? 
What is the User field in Employees used for? 
How do I access the Employees module? 
Esign
What are Esign Documents? 
Why should I use Esign Documents? 
What are the benefits of using Esign Documents? 
What is the connection between DocuSign and Esign Documents? 
Is the Esign Documents module available in the Help Desk Starter edition? 
Why can't I find the Esign Documents module in my CRM? 
I have installed Esign Documents, but why can't I send the documents for signature? 
How can I configure DocuSign in Esign Documents? 
I have installed the Esign Documents extension. Can I send the document for signature? 
I want to remove my DocuSign credentials from the CRM. How can I do that? 
How can I create an Esign Document? 
How many signees can I add to one document? 
How can I delete a signee's name? 
What happens if there is more than one signee for a document? 
Can I create Esign documents from other modules? 
How many files can I upload to obtain signatures? 
What must be the maximum size of the file that I can upload? 
What must be the format of the file that I upload? 
How can I create an Esign Document from other modules? 
Where will the signee receive the document? 
How can my signee sign the document? 
How will I know if the signee has signed the document or no? 
Can I get the PDF signed by the signee in the Esign Document record? 
The status on the Esign document says In-progress. What does that mean? 
Can I edit an Esign document that is sent for signature? 
Can I send an Esign Document twice for signature? 
Can I draft an Esign document? 
Can I tell the signee where to sign in the document? 
How can I see all the activities that happen on my Esign Document? 
Why does Vtiger support only DocuSign for Esign Documents? 
What can I see in One View of Esign Documents? 
How can I send notes explicitly to the signee in the Esign Document? 
Can I add the file to be signed from my computer? 
Is it possible to update the Quote or Invoice status when an esign document is signed? 
How can I send an email notification to the user when they sign a quote signed using Docusign? 
How can I send an email notification to the user when a Service Contract is signed from Docusign? 
What is DocuSign? 
How are electronically signed documents using DocuSign considered genuine? 
What are the benefits of using DocuSign? 
What are the standard documents that can be signed using DocuSign? 
What languages are supported by DocuSign for signing? 
What languages are supported by DocuSign? 
How do I create a DocuSign account? 
Should I pay to create a DocuSign account? 
What happens to my DocuSign account after the free trial ends? 
How does DocuSign integrate with Vtiger CRM? 
Can I sign a document in DocuSign when I am offline that is when I don't have an internet connection? 
Are the signatures in DocuSign safe? 
Can I set the order in which signees need to sign in DocuSign (if I have more than one signee)? 
Can I mention where the signee has to sign in a document? 
Can I send images for signature using DocuSign? 
How can I add another signee? 
How can I send a draft Esign Document for signature? 
What limitations do Esign Documents have that I should be aware of? 
How can I quickly send a PDF file from a module directly for signing? 
In which module is the quick send option available? 
Can I quickly send a PDF file for a signature directly from the module without creating an Esign document? 
Esign Documents
Will the original name of the Esign document be retained when created and uploaded? 
What does Esign's default One View module include? 
What do I view when a document is sent for approval and signature through eSign? 
EventForms
How can I access Appointment Pages? 
What is a Meet Me page? 
What is an Auto-Assigned page? 
What is a Group Event page? 
What are the types of Appointment Pages in Vtiger CRM? 
How do I share an appointment page with a customer? 
How do I create a Meet Me page? 
How do I create and share a group event page? 
What are the different methods to share an appointment page with my customers? 
Can I add new questions for the invitee in an appointment page? 
How do my customers schedule an appointment with me? 
How do my customers register for a group event? 
How do I see my scheduled appointments? 
Can I have my customers fill out a form before scheduling an appointment with me? 
Can I prevent scheduling appointments that are less than an hour away? 
Can my customers schedule an appointment with me on a future date? 
How do I share my schedule with a customer so they can pick a time for an appointment? 
How can my customers cancel an appointment? 
How do I cancel an appointment with a customer? 
How do I reschedule an appointment? 
How do my customers reschedule an appointment? 
How do I prevent back-to-back appointments? 
Is it possible to validate customers via OTP while sharing an appointment page? 
How can I rearrange questions in the Appointments Pages? 
Can I rearrange all types of questions in the Appointment Pages? 
Are there any exceptions to the draggable questions in the Appointment Pages? 
How do I automatically assign an appointment to a rep? 
Events
How do I create an Event? 
How do I create an Event from a Deal? 
How do I use onsite events? 
How do I invite users to an event? 
What are onsite events? 
How do I set up reminders for my events? 
How do I create a Google Meet event type? 
How do I create a recurring event? 
How do I create custom event types in the CRM? 
How do I enable recording and transcripts in Microsoft Teams? 
How do I enable recording and transcripts in Vtiger CRM? 
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events? 
What steps should I follow to set up duplicate prevention for Events? 
Why do I get an error message when setting up a new meeting in Events? 
What are Recurring Events? 
What are the default event types available in Vtiger CRM? 
How do I delete an Event? 
What is an Event? 
How to send an invite for an Event? 
How do I merge Events? 
What actions can I perform in an Event record? 
Why am I receiving multiple event confirmation emails from Vtiger? 
ExchangeConnector
What is an Exchange Connector? 
How does an Exchange Connector work? 
Why should I use Exchange Connector? 
What are the benefits of Exchange connector over Vtiger Outlook plugin? 
What happens when I configure the Exchange Connector? 
Is Exchange Connector available in the Sales Starter edition? 
How can I install Exchange Connector? 
Are there any prerequisites to install Exchange Connector? 
I am a Vtiger CRM cloud user. How can I install the Vtiger component in Exchange Connector? 
I am a Vtiger CRM open-source user. How can I install the Vtiger component in Exchange Connector? 
How can I install the Exchange server component in Exchange Connector? 
How can I fetch the information from Vtiger to Exchange? 
How can I set up a cron for exchange in the task scheduler? 
I am unable to see some records in Exchange Connector? 
How can I map users in Exchange Connector? 
How can I monitor the folders in Exchange Connector? 
How can I fix the errors in Exchange Connector? 
How can I sync Vtiger data to the Exchange Connector? 
How can I sync emails in Exchange Connector? 
How can I sync contacts in Exchange Connector? 
How can I sync events in Exchange Connector? 
How can I sync tasks in Exchange Connector? 
Export
What is exporting in Vtiger CRM? 
How can I export records in CSV format? 
How can I export records in PDF format? 
What is the difference between exporting and printing? 
Can I export records as an Excel file? 
How do I export users to my local computer? 
How can I export all contacts from a list? 
What are Google Sheets? 
What are the benefits of Export to Google Sheets feature? 
What are the prerequisites to export data to Google Sheets? 
How to export CRM records to Google Sheets? 
Can I export or import Whitelist domains from the Add-on publisher? 
Is printing a list of contacts or clients from a particular location possible? 
Can I export large number of records from Vtiger CRM? 
What is Export to Google Sheets feature in Vtiger CRM? 
What are the limitations in exporting data to Google Sheets? 
How do I install Google Spreadsheets? 
How do I export CRM List View records to Google Spreadsheets? 
ExtensionStore
How do I configure a phone extension number for a user? 
How do I install an extension in Vtiger? 
How do I uninstall extensions from Vtiger? 
How do I buy an extension from the Extension Store? 
How do I access the Extension Store? 
How do I set up my card details in the Extension Store? 
How do I update my card details in the Extension Store? 
Is there an option to write a review about the extensions in the Extension Store? 
Where can I find the Vtiger Live Chat extension after installing it? 
Where can I find the Vtiger Inventory extension after installing it? 
Where can I find the Subscriptions extension after installation? 
Where can I find the Phone Calls extension after installing it? 
Where can I find the Forecast and Quota extension after installing it? 
Where can I find the Payments extension after installing it? 
Faq
What is an FAQ? 
What is the Source field in the FAQ module? 
How do I add a screenshot in an FAQ? 
How do I link an external document in an FAQ? 
How does my customer view FAQs? 
What are FAQs in Vtiger CRM? 
How are FAQs written in Vtiger CRM? 
What is FAQ Editor in Vtiger CRM? 
Explain List View in FAQs. 
Where is the source code available for the different Open Source versions? 
List the benefits of FAQs in Vtiger CRM. 
Explain Summary View in FAQs. 
What are the FAQ statuses in the Article Editor? 
What are the Views in the FAQ Editor? 
How do I create an FAQ? 
Are FAQs available for the public to view? 
What are the actions performed in the FAQ Editor? 
Feature Limits
What are the limitations of Add-Ons? 
What are the API Limits as per editions in Vtiger CRM? 
What are the limitations of Automation? 
What are the limitations of Customizations? 
What are the limitations of Document Collaboration? 
What are the limitations of Email Functionality? 
What are the limitations of Marketing Automation? 
What are the limitations of Reports & Analytics? 
What are the limitations of Storage? 
What are the limitations of Support Management? 
What are the limitations of Tasks & Calendar? 
What are the limitations of User & Access Control? 
What are the different editions available in Vtiger CRM? 
What is Sales Starter and Sales Professional? 
Are there any limitations based on editions? 
What are the key features of Vtiger CRM? 
How do I upload a file larger than 25 MB? 
Can I upgrade my edition to include more workflows? 
How can I access and enable Website Tracking in the One Professional Edition? 
Field Sales
What is the Check-in mode in Events (Vtiger Field Sales App)? 
What is the Current location coordinates in the Field Sales mobile app? 
How do I enable Check-in mode in Events? 
How is the Check-in mode in Events related to the FSA? 
What is Live Tracking in the Field Sales app? 
Can I repeat a Beat Plan? 
How do I repeat a Beat Plan? 
Can I know the distance between one outlet and the other? 
Can I use @mentions in the Field Sales mobile app? 
What actions can I perform on the Field Sales app? 
Can I track the location of agents in the Live Tracking module in CRM? 
Filters/List
Can I use filters to view records updated at a specific time? 
How do I filter records before a specific date? 
Can I create a shared custom list filtered by Lifecycle Stage? 
FindDuplicates
What are Duplicate records? 
How does Find Duplicate help you? 
What are the steps to identify duplicate records? 
What are the steps to set up duplicate prevention? 
Forecast
What is the forecast and quota module? 
How do I set up forecasts and quotas? 
How do I make adjustments to forecasts? 
What is a target mismatch? 
How do I export forecasts? 
How do I add users to Forecast and Quotas? 
How do I access the Forecast settings? 
What are the Forecast categories? 
What are the other actions you can perform on forecast categories? 
How do I enable adjustments in Forecast? 
Why are forecasts and quotas not displaying for certain users? 
Formula
What are Vtiger CRM Formula fields? 
What are Formula fields data types? 
What are Formula fields features? 
What are the benefits of Formula fields? 
How to create Formula fields? 
How to access created Formula fields? 
GDPR
What is GDPR? 
How does GDPR affect email marketing? 
What is double opt-in (for GDPR)? 
Who should create a GDPR compliant email marketing process? 
How do I create a GDPR compliant email marketing process with Vtiger? 
How do I configure double opt-in? 
How does the double opt-in confirmation work? 
How do I obtain an email opt-in from my leads and customers through a webform? 
Can I obtain a double opt-in from a customer through a webform? 
I am not able to send the double opt-in confirmation email to a customer. 
A contact's Email Opt-in field has changed to Opted out (contact). Why? 
Which email address is used to send the double opt-in confirmation? 
What are the rights of customers according to the GDPR law? 
Does Vtiger CRM support GDPR compliance? 
General
Technical pre-requisites for the CRM deployment 
how do i customize my menu? 
Hi I need to enable the shortcuts bar to the modules, I disabled it by mistake 
What does Vtiger name stand for? 
How is Vtiger CRM better than Salesforce? 
Getting Started with Vtiger
Can I upgrade my existing account to a trial of a higher plan? 
GlobalSearch
How can I do an advanced search? 
How can I use Global Search? 
What is causing errors with global search, workflows, report filters, list pages, & navigation in Vtiger CRM? 
What is Global Search? 
Gmail Go-To Actions
What are Gmail Go-To Actions? 
What are Actions? 
How does Gmail Go-To Actions work with Vtiger CRM? 
What are the benefits of Gmail Go-To Actions? 
What are Gmail Go-To Actions with Vtiger CRM? 
How to use Gmail Go-To Actions for Activity and Smart Alert emails in Vtiger CRM? 
How to use Gmail Go-To Actions for Verification emails in Vtiger CRM? 
How to use Gmail Go-To Actions for Approval emails in Vtiger CRM? 
Gmail integration
What is a Google Add-on? 
What is Vtiger Gmail Add-on? 
What are the benefits of the Vtiger Gmail Add-on? 
Why should my sales team use the Vtiger Gmail Add-on? 
Is Vtiger Gmail Add-on available in the Sales Starter edition? 
Is a Gmail account mandatory to use the Vtiger Gmail Add-on? 
How do I enable the Vtiger Gmail Add-on? 
Is Vtiger Gmail Add-on the same as the Vtiger Chrome extension plugin? 
How do I install the Vtiger Gmail Add-on? 
How can a domain users install the Vtiger Gmail Add-on? 
How do I authorize my Vtiger account with Gmail Add-on? 
How do I log in to Vtiger Gmail Add-on? 
Can CRM and Gmail usernames be different? 
I am unable to log in to Gmail using my Vtiger username. Why? 
How do I create a contact from the Vtiger Gmail Add-on? 
What actions can I perform on a contact record in the Vtiger Gmail Add-on? 
Why can't I see the My Preferences page changes in the Vtiger Gmail Add-on? 
Can I use the Vtiger Gmail Add-on on my mobile? 
How do I log out of the Vtiger Gmail Add-on? 
What is the Vtiger Gmail plugin? 
How do I install the Vtiger plugin for Gmail? 
What is the use of the Vtiger for Gmail plugin? 
How can sales and support teams use With Vtiger CRM for Gmail? 
How do I start using the Vtiger for Gmail plugin? 
What do I do if the Vtiger gadget does not show up even after the successful installation? 
What do I do if Vtiger for Gmail plugin was installed successfully, but a few features are not working? 
I have logged into two Gmail accounts simultaneously. If I hide the Vtiger sidebar in one account, will the same be applied to my other account too? 
Google Apps
Why should I sync Google Contacts and Calendar with Vtiger? 
What is Google Dropbox? 
How does the Dropbox and Vtiger CRM integration work? 
Can iPhone users use Google Dropbox? 
Is Google Dropbox available only for Android users? 
What is Google Drive? 
Can I sync the documents from Drive to Vtiger CRM? 
Why am I not able to use Gmail sync? 
Why should I whitelist Vtiger on Google? 
How can I add Vtiger as a trusted app on Google? 
Is Google Drive available in the Sales Starter edition? 
Is Dropbox available in the Sales Starter edition? 
Can I sync the documents from Dropbox to Vtiger CRM? 
What are Google Contacts and Calendar? 
How does the Google Contacts and Calendar integration with Vtiger work? 
Is Google Contacts and Calendar available in the Sales Starter edition? 
How do I integrate Google Contacts and Calendar with Vtiger? 
From where do I configure Google Contacts and Calendar in Vtiger CRM? 
How can I configure the Google Contacts and Calendar sync? 
How can I deactivate Google Contacts and Calendar sync? 
From where can I sync Google Contacts and Calendar records to the CRM? 
How can I sync the Google Contacts and Calendar records with Vtiger? 
What is Sync Log in Vtiger CRM? 
Why is the syncing process taking a long time for Google Contacts and Calendar? 
Google Meet
What is Google Meet? 
How does Google Meet work with Vtiger CRM? 
From which modules can I use Google Meet in Vtiger CRM? 
How do I install Google Meet?  
Can I sync a Vtiger event with Google Calendar? 
Where is Google Meet available in Vtiger CRM? 
How do I use Google Meet from the Events module? 
How do I send a Google Meet link from the Contacts module? 
How do I send a Google Meet link through email? 
How do I create a meeting or schedule a conference with Google Meet in the Deals Module? 
How do I set up a meeting with a customer from the chat window and send them a Google Meet link? 
Grid Edit
What is Grid Edit? 
Is Grid Edit available by default in the CRM? 
How can I add Grid Edit in the CRM? 
Where can I see Grid Edit in the CRM? 
What can I do in the Grid Edit? 
How many records can I edit in the Grid Edit? 
Can I disable the Grid Edit? 
What can I do when I hover on a record in the Grid Edit? 
What can I do when I select a record in the Grid Edit? 
What is Grid Edit in Vtiger CRM? 
Is Grid Edit available by default in the CRM? 
How do I install Grid Edit from the Extension Store? 
What are the actions possible on the Grid Edit? 
What are the List View similar actions possible on the Grid Edit? 
What actions can you perform when you hover over a record in Grid Edit? 
What can you do when you select one or more records in Grid Edit? 
What are the limitations of Grid Edit? 
Groups
What are groups used for? 
How do I add a group to another group? 
How do I edit a group's details? 
How do I create a group? 
What is a group? 
Who can be group members? 
Can I allow a group to view the records of another group? 
How do I assign records to a group? 
Why do I need to assign records to a group? 
How do I transfer records to another user or group while deleting a group? 
How do I delete a group? 
Help Center
What is the Help Center? 
How will my customers know about the Help Center? 
How will documentation appear on the Help Center? 
Is the Help Center available with the Sales Starter edition? 
Is the Help Center available by default in the CRM? 
What is the first page that I see when I go to the Help Center? 
How can I go to the page where all the articles are listed? 
What are the different elements present in an article? 
What can I do with an article apart from reading? 
How can I go back to the homepage from the article? 
What is the need for portal credentials in the Help Center? 
How should I start configuring the Help Center? 
What is the use of the 'Disable Help Center' button? 
What can I configure in the 'Basic' tab? 
What can I configure in the 'Categories' tab? 
What can I configure in the 'Rebranding' tab? 
How can I add a subcategory? 
Can I update the sequence of the categories? 
Can I edit a category? 
Can I delete a category? 
Where can I find the product documentation for Vtiger CRM? 
How do I add a category to articles? 
Help Desk Insights
How do I export a chart from Help Desk Insights? 
What is Help Desk Insights? 
How do I access Help Desk Insights? 
Is Help Desk Insights available in all Vtiger editions? 
What are Real Time Metrics? 
What are Historical Metrics? 
How do I filter data shown on the charts in Help Desk Insights? 
How do I perform actions on the widgets in Help Desk Insights? 
How do I see the current year's metrics in Help Desk Insights? 
What does the First Response chart show in Help Desk Insights' Real Time Metrics? 
What does the Case Backlog chart show in Help Desk Insights' Historical Metrics? 
How do I print charts from Help Desk Insights? 
HelpDesk
What must I do when I need help regarding Vtiger CRM? 
What is a service contract? 
How can I create a service contract? 
How do I create a service appointment for a service contract? 
Is there a shortcut to create a service contract? 
What do you mean by Live Chats? 
What is the Live Chats feature in Vtiger CRM? 
Who can use the Live Chats feature? 
How do the Live Chats work? 
How are Live Chats used in today’s industries? 
In which editions of Vtiger CRM is the Live Chats feature available? 
What are the benefits of using the Live Chats feature? 
What is the Live Chats module? 
How do I navigate the Live Chats module? 
What is a Private tab in the Vtiger Live Chats module? 
How do I install Live Chats feature? 
How do I access the Live Chats module? 
How do I use the Live Chats? 
How do I track the Live Chats? 
What social platforms can be integrated with Live Chats? 
What are Chat Insights? 
What are Chat Ratings and Metrics? 
What are Client Ratings and Feedback? 
What are Reviewer Ratings and Notes? 
What are Chat Metrics? 
What kind of metrics can I generate from Live Chats? 
If I disable an agent from one tracker, will the agent be disabled from other trackers as well? 
What are the benefits of Service Contracts? 
How do I create a Work Order from a Service Contract? 
Can I export my Service Contracts data in the form of a spreadsheet? 
How do I export the Service Contract data into a spreadsheet? 
Can I import Service Contracts? 
What are the chat statuses the Live Chat displays? 
Can I add a BCC field to the emails of a Case? 
Can I add a BCC field to the emails of an internal ticket? 
Hunter.io
What is the Hunter.io integration with Vtiger CRM? 
What are the benefits of Hunter. io integration? 
What are the prerequisites for Hunter.io integration? 
How do I install Hunter.io? 
How do I integrate Hunter.io with Vtiger CRM? 
How do I use Hunter.io in the Organizations module? 
How do I use Hunter.io to verify a contact's email address? 
How to add Contacts and View Sources in the Domain Window in the Organizations module? 
IT Operations
How do I generate and share a HAR File for troubleshooting? 
Import
What is importing? 
What are the steps to Import records into Vtiger CRM? 
What are the pre-requisites to importing records? 
What is a Data Corruption error? 
What is Import Interrupted error? 
What is Import Locked error? 
How do I Import data into custom fields? 
How do I find the Import module? 
How do I Import products and services while importing a price book? 
How do I Import data from another CRM into Vtiger? 
A failure occurred when I was trying to import users. 
How do I cancel or stop the Import process? 
Can I import new users into the CRM? 
How do I undo an Import? 
Why am I unable to import data into the CRM? 
How do I Import a CSV file of Organizations into Vtiger CRM? 
How do I import a country field with special characters? 
Can I import data into a specific CRM module? 
Inbox
Which are the different methods to set up My Mailbox? 
How can I set up auto-forwarding in the inbox? 
How can I set up a two-way sync in the inbox? 
How can I add a group mailbox? 
How can I delete My Mailbox? 
How can I delete a group mailbox? 
How can I edit group mailbox settings? 
Which folders are available in the inbox? 
What is My Mailbox? 
What is a group mailbox? 
What do I do if I see this message while configuring Office 365 Inbox sync in Vtiger? (Microsoft - retrieval using IMAP4 protocol failed for message number) 
Where can I see the emails sent to and received from my customer? 
Can I have a default name for Group Mailbox? 
What happens when a default name is set for a Group Mailbox? 
Where is the Delete option in Inbox mails? 
How do I fix the issue where I'm asked to reauthorize my inbox access in Vtiger CRM after changing my password? 
How can I verify my inbox in Vtiger CRM if I've enabled auto-forwarding but haven't been verified by the email client? 
How to setup a forwarding rule to redirect incoming emails to the preferred address? 
Why are newly created records showing the source as 'Gmail - inbox' even though two-way sync for inbox is configured? 
Why does the emails sent from the inbox are not delivered to the recipient's inbox? 
How do I map more than three folders? 
How do I access Inbox in Vtiger CRM? 
How do I set up automation based on emails received in my inbox? 
What are the benefits of using Vtiger inbox? 
What actions can be performed in a received email? 
How can I reassign an email to another user? 
What are Synced Folders in the Vtiger Inbox? 
Insights
Can Vtiger CRM embed charts and reports built in the BI platform and display them within the CRM? 
Instagram
What is Vtiger Social's Instagram? 
How is Instagram with Vtiger Social? 
What are the Prerequisites For Using Instagram on Social? 
How to link your Instagram account to your Facebook account on the Facebook page? 
How do you link your Facebook account to your Instagram account? 
How to set up your Instagram account in the Social module? 
What are the sections of the Instagram page on Social? 
What is the My Posts section on Instagram? 
How to Compose a Post? 
How to Comment on a Post? 
Will you be able to Like a post on your Instagram page from the Social module? 
What are Actions (For a Post)? 
How to Create a Comment Stream for a post? 
How to Reply to a Comment? 
What are Actions (For a Comment or Reply)? 
How to Add a Contact on Instagram? 
How to Select a Contact on Instagram? 
How to Add a Lead on Instagram? 
How to Select a Lead on Instagram? 
How to Add a Deal on Instagram? 
How to Add a Case on Instagram? 
How to View Contacts, Leads, Deals, and Cases on Instagram? 
How to Delete a Comment or Reply on Instagram? 
How to Schedule a Post on Instagram? 
How to Reschedule a Post on Instagram? 
How to Delete a Scheduled Post on Instagram? 
What are Search Streams with Instagram on Vtiger Social? 
What is Simultaneously Adding Channels under Search Streams with Instagram? 
What is Managing your Account from Social Settings? 
How to Add an Instagram Account? 
How to Add Multiple Instagram Accounts? 
How to Disconnect an Instagram Account? 
How to Remove an Instagram Account? 
What is Automation with Instagram? 
What is Social Inbox with Instagram? 
Integration
What is IMI Mobile? 
What are the prerequisites for using WhatsApp and IMI Mobile with Vtiger CRM? 
How do I install the IMI Extension In Vtiger CRM? 
What is a Lead Form? 
What are Google Lead Form Extensions? 
What is Integrating Google Lead Form Extensions with Vtiger CRM 
What are the Benefits of Google Lead Form Extensions Integration? 
What are the Prerequisites for Google Lead Form Extensions Integration? 
What is the Installation process for Google Lead Form Extensions Integration? 
What are the two platforms used for Google Lead Form Extensions Integration? 
What is the Google Lead Form Extensions Integration process with Vtiger CRM? 
What are the pivotal and mandatory details of Create your lead form used for Google Lead Form Extension Integration? 
How to Retrieve the Webhook URL and Key from Vtiger CRM Google Leads page? 
What to perform Field Mapping and complete Google Lead Form Extensions with Vtiger CRM? 
What are Google Ads? 
What is Webhook Url? 
What is Google Key? 
What is Ozonetel? 
What is Ozonetel gateway in Vtiger CRM? 
What are the prerequisites to integrate Ozonetel with Vtiger CRM? 
Where is Ozonetel available in Vtiger CRM? 
How are Ozonetel calls connected in Vtiger CRM? 
What are the benefits of integrating Ozonetel with Vtiger CRM? 
What are the key terminologies for Ozonetel integration with Vtiger CRM? 
How to install the Ozonetel extensions Vtiger CRM? 
How to integrate Ozonetel with Vtiger CRM? 
How to configure Ozonetel Agent Login? 
How to place outgoing phone calls using Ozonetel in Vtiger CRM? 
How to receive incoming phone calls using Ozonetel in Vtiger CRM? 
What are the call statuses in Vtiger CRM? 
Can I sign into a Telnyx account using Gmail and Yahoo Ids? 
What do you mean by SMS-enabled phone number? 
What should I do to buy an SMS-enabled phone number? 
Can I send SMS from a local number? 
What do you mean by API key? 
Do I need an API key to integrate with Vtiger CRM? 
Why should I choose an SMS-enabled phone number? 
What is Callback URL? 
How do you install the Telnyx app in Vtiger CRM? 
How do you set up a Telnyx account in Vtiger CRM? 
Is SMS Alerts both outbound and Inbound? 
How do you schedule a meeting with a JioMeet link from Events? 
How do you schedule a meeting with a JioMeet link from Deals? 
How do you schedule a JioMeet Meeting through Emails? 
How do you schedule a JioMeet Meeting from Webchats? 
How do you activate JioMeet? 
How do you uninstall and deactivate JioMeet from Vtiger CRM? 
What is JioMeet? 
How do JioMeet and Vtiger CRM work together? 
What is the benefit of using JioMeet instead of Zoom Meetings? 
How do I delete a scheduled JioMeet meeting? 
From which modules in Vtiger CRM can I use JioMeet directly? 
What is Pipedrive CRM? 
Can I integrate Pipedrive with Vtiger CRM? 
Which modules can be synced between Pipedrive and Vtiger CRM? 
What is the sync direction between Pipedrive and Vtiger CRM? 
What are the benefits of integrating Vtiger and Pipedrive CRM? 
In which editions of Vtiger is Pipedrive integration available? 
How do I integrate Pipedrive with Vtiger CRM? 
How do I install Pipedrive in Vtiger CRM? 
How do I sync Pipedrive and Vtiger CRM after installing Pipedrive? 
How do I configure the Sync settings of Pipedrive and Vtiger CRM? 
What is Field Mapping in integration between Pipedrive and Vtiger CRM? 
How do I add a custom mapping between Pipedrive and Vtiger CRM? 
What is Twitter DM? 
What are the pre-requisites for Twitter DM integration? 
Where can I find the messages sent by customers in Vtiger CRM? 
What is the Live Chat console in Vtiger CRM? 
Can an agent initiate a conversation with the customer? 
What are the components of the Live Chat console in Vtiger CRM? 
What are the benefits of Twitter DM with Vtiger CRM? 
What is a Widget in Vtiger CRM? 
How do I integrate Twitter DM with Vtiger Live Chats? 
How do I reply to messages with Vtiger Live Chats? 
Can I disable Twitter DM in Vtiger CRM? 
How do I disable Twitter DM in Vtiger CRM? 
What does Live Chats in Vtiger CRM integrate with? 
What are the benefits of integrating Instagram DM with Vtiger CRM? 
What is a Direct Message (DM)? 
What is a Facebook Business page? 
Can visitors from Social media platforms Twitter, Facebook, and Instagram send messages to Vtiger Live Chats? 
How do I send messages from Live Chats? 
Can I capture the Campaign Name from an Inbound call for Ozonetel users? 
Is the Campaign Name captured for both Inbound and Outbound calls? 
What should the Other Email field in My Preferences be configured with? 
What should the Home Phone value contain on the My Preferences page? 
What is Telegram in Vtiger CRM? 
What are the benefits of Telegram integration with Vtiger CRM? 
What is a Bot? 
What is a BotFather? 
What is a BotToken? 
Do I need a service provider to integrate Telegram with Vtiger CRM? 
What is mandatory for Telegram Integration with Vtiger CRM? 
Can I install a Telegram add-on? 
How do I install the Telegram Add-on? 
How do I integrate Telegram Messenger with Vtiger CRM? 
What is Bokun? 
What happens when a booking is created in Bokun? 
How do I integrate Bokun with Vtiger? 
Can I install Tata Tele Business services from the Extension Store? 
How do I install Tata Tele Business service? 
How do I configure Tata Tele Business services in Vtiger CRM? 
What are the benefits of Tata Tele Business Services? 
How do I send SMS using Smartflo? 
How do I integrate Instagram DM with Vtiger CRM? 
How do I install the Live Chats plugin for Instagram DM? 
What is Instagram DM Integration with Vtiger CRM? 
What are the prerequisites for using Instagram DM with Vtiger CRM? 
In which edition is the Instagram DM integration feature available in Vtiger CRM? 
What does Live Chats in Vtiger CRM integrate with? 
What is a Live Chats Console in Vtiger CRM? 
How do I install the Vtiger Live Chats? 
How do I disable an Instagram DM account in Vtiger CRM? 
Internal Chat
What is Internal Chat? 
How do I install Internal Chat? 
Can we create Chat groups? 
How do I create a Chat Group? 
How do I edit a Chat group? 
How to read new messages? 
Can you add emojis? 
How to add emojis? 
How do you take the count of unread messages? 
How do I chat with an Individual? 
Internal Ticket Insights
How can I export a chart from Internal Ticket Insights? 
What is Internal Ticket Insights? 
How do I access Internal Ticket Insights? 
Is Internal Ticket Insights available in all Vtiger editions? 
Can I see the previous week's metrics in Internal Ticket Insights? 
What actions can I perform on the widgets in Internal Ticket Insights? 
Can I filter the data shown on the charts in Internal Ticket Insights? 
Can I print charts from Internal Ticket Insights? 
InternalTickets
What is an Internal Ticket? 
What are the different statuses of an Internal Ticket? 
How do I create an Internal Ticket? 
How do I assign an Internal Ticket to a team in my company? 
How do I assign an Internal Ticket to an individual? 
How do I get updates about an Internal Ticket that I have created? 
How are SLAs related to Internal Tickets? 
How do I assign an SLA to an Internal Ticket? 
My employees are receiving a feedback survey email that I never send. Why is that? 
Why are there no closed states in Internal Tickets? 
How many default workflows are there for the Internal Tickets module? 
Inventory
What are Revenue Schedules? 
What is the Revenue Schedules feature in Vtiger CRM? 
What is the Revenue Schedules feature used for? 
What are the different statuses of the Revenue Schedules? 
What are the benefits of the Revenue Schedules feature in Vtiger CRM? 
In which editions of Vtiger CRM is the Revenue Schedules feature available? 
How do I install Revenue Schedules in Vtiger CRM? 
How do I enable the Revenue Schedules feature? 
How do I disable the Revenue Schedules feature? 
How do I enable or disable the Revenue Schedules feature from the Settings page? 
How do I enable or disable the Revenue Schedules feature from the Products module? 
How do I access the Revenue Schedules checkbox from the Services module? 
How do I access the Revenue Schedules checkbox from the Revenue Schedules module? 
How do I add Revenue Schedules information while creating a product? 
How do I add Revenue Schedules information while creating a Service? 
How do I add Revenue Schedules information while creating a Deal? 
What is a Construction add-on? 
What are the components of the Construction add-on? 
What is the Site Survey module? 
What are the actions available in the Site Survey module? 
What is the Labour module? 
What are the actions available in the Labour module? 
What are the benefits of the Construction add-on? 
What is the process of generating a quote from a deal record? 
What is the feature availability of the construction add-on? 
Explain linking with an example. 
What is Product Stock Update? 
How does the Product Stock Update function in Vtiger CRM? 
What information does a Product Stock Update record capture? 
What is the feature availability of Product Stock Update in Vtiger CRM? 
What are the benefits of the Product Stock Update feature in Vtiger CRM? 
How do I install the Product Stock Update add-on? 
How do I view the Stock Update record of a product? 
How do I adjust the stock manually? 
Can I add a product line item while creating a deal or inventory record? 
What is Stock Management? 
What is the use of Stock Management? 
What is Stock Management in Vtiger CRM? 
What are the Stock Management fields in a Product record? 
What is the feature availability of Stock Management in Vtiger CRM? 
What are the benefits of Stock Management in Vtiger CRM? 
What is Recompute in Stock Management? 
How do I configure Stock Management settings In Vtiger CRM? 
Are there any errors while recomputing stock values? 
What is the Product Stock Update workflow? 
What are the benefits of Product Stock Update workflow? 
How does the Product Stock Update workflow affect the product stock? 
How do I add targets? 
Is the Stockroom add-on available in the One Professional edition? 
What is the price of the Stockroom add-on in One Professional edition? 
Where does the Unit Purchase Cost in Delivery Notes get its value? 
Can I unlink a delivery note from a sales order? 
What is the purpose of the Target Set Quantity and Target for Value field in Targets? 
Can I filter records that are synced from Vtiger to Tally? 
How do I schedule the recompute of all stock values in Vtiger CRM? 
How do I recompute individual product stock values in Vtiger CRM? 
What is the Preview option in Inventory modules for Products or Services? Is it available in all Inventory modules? 
How does the system keep track of my assigned products or services? 
Will I receive reminders for service renewals, upgrades, or maintenance? 
How can I add a Product subcategory? 
Can I add or edit Picklist Field values in the Line Item block? 
Is role-based picklist value assignment supported for line item fields? 
What happens if I delete a line item picklist value from the Picklist Editor? 
Can I add multiple products by name in a single Inventory record? 
Can I add products to a Delivery Note that are not listed in the original Sales Order? 
Can I add a specific line item that's visible to only admin? 
Why can’t I see my targets? 
Why am I unable to set team quotas? 
Invoice
What is an Invoice? 
How to create an Invoice? 
Can I share an invoice? 
Can I print an Invoice? 
How to add a product or service to an invoice? 
How to add a new section to an invoice? 
How can I create a sales order from an invoice? 
How can I create a purchase order from an invoice? 
How can I create a subscription from an invoice? 
Can I change the template of an invoice before printing it? 
Can an invoice have multiple payments? 
What are the different Statuses in an Invoice? 
Jio Meet
How do you schedule a meeting with a JioMeet link from Contacts? 
JourneyTemplates
What are Journey Templates and Journey Tasks? 
How can I create a journey template? 
How can I create a journey task? 
What is task dependency? 
How can I set up a task dependency? 
What are task delays? 
How can I set up a task delay? 
How are journey templates used in Deals? 
How are start date and start time set for journey tasks? 
How are the due date and time set for journey tasks? 
Kanban View
What is Kanban View in Deals? 
What actions can I perform on the Kanban View in Deals? 
How can I access Kanban View in Deals? 
What is a Sales Pipeline? 
Can I create a sales pipeline? 
When can I assign a sales pipeline to deals? 
How can I change the pipeline of a deal? 
How can I filter deals based on pipelines? 
What is a sales stage? 
Can I see the deal amount in Kanban View? 
How can I change a deal's sales stage? 
Can I close a deal in the Kanban View? 
Why can't I see the Kanban View icon? 
Why can't I assign sales stages? 
Why can't I drag-drop deals in Kanban View? 
What are Deal Cards? 
What information do deal cards show? 
How can I make a field appear on a deal card? 
Which actions can I perform on a deal card? 
How do I get rid of empty columns in Kanban View? 
What is Life Cycle Stage in Kanban View? 
What is the Deal Card icon? 
Knowledge Base
What is Vtiger Knowledge Base? 
Why should I host a knowledge base on my website? 
What are the benefits of hosting a knowledge base portal on my website? 
What is SQLite? 
What are the prerequisites to host a knowledge base portal on my website? 
How to host a knowledge base portal on your website using a custom URL? 
What are the limitations of hosting a knowledge base portal on your website? 
What should I do if I buy a domain and want to use a custom URL to host my KB instead of the default CRM URL? 
LMS
What is a Learning Management System (LMS)? 
Benefits of using Vtiger LMS 
What are Vtiger CRM LMS interfaces? 
Who can access the LMS Portal, and how? 
What are Vtiger LMS accessibility rules? 
What are the features of the LMS? 
What are LMS benefits? 
What is the Feature Availability for LMS? 
What are the Instructor Console modules? 
What are the features of the Instructor Console? 
What is the process of publishing a course using the Instructor Console? 
What is the Course module in LMS? 
What are courses? 
What is the process of publishing a course? 
How do I add a course? 
How do I publish a course? 
What are concepts? 
How do I add a concept? 
How do I generate Embed URL for videos published on YouTube or Vimeo? 
How do I customize a course category? 
How do I create a course completion certificate? 
What are Exercises? 
What are the types of exercise questions? 
What are exercise features? 
How do I add Exercises to a Concept? 
How do I view responses, review, and allot scores for exercise questions? 
How do I view Exercises and their actions for a course? 
What are the actions you can perform from Exercises View of a course? 
How do I link an exercise from the Exercises View of a concept? 
How do I add an exercise from the Exercises View of a concept? 
How do I view an exercise from the Exercises View of a concept? 
How do I edit an exercise from the Exercises View of a concept? 
How do I unlink an exercise from the Exercises View of a concept? 
What is a Quiz? 
What are quiz questions? 
What are quiz features? 
How do I create a quiz? 
​​​​How do I publish a quiz? 
What are questions? 
What are question types? 
How to review responses for questions? 
What are question features? 
What is Weightage Percentage for a question? 
How do I add questions to exercises and quizzes? 
What is automated maximum score allocation for a question? 
What is automated evaluation? 
What is instructor evaluation? 
How do I add questions to an Exercise or Quiz type - Fixed? 
How do I view selected questions for an exercise or quiz? 
What is One View of a course? 
What are the actions you can perform in the One View of a course? 
How do I link a concept to a course from the One View of a course? 
How do I add a concept to a course from the One View of a course? 
How do I sort concepts to a course from the One View of a course? 
How do I view concepts of a course from the One View of a course? 
How do I edit concepts to a course from the One View of a course? 
How do I add a certificate to a course from the One View of a course? 
How do I edit a certificate to a course from the One View of a course? 
How do I duplicate a certificate of a course from the One View of a course? 
How do I add a dependency course to a course from the One View of a course? 
How do I edit a dependency course of a course from the One View of a course? 
What is the LMS Instructor Console? 
What is the Course's List View? 
What is a video URL? 
What is embedding? 
What is an embedded video URL in the LMS?? 
How do I generate an Embed URL for a video saved on an online drive? 
How do I create an embed video URL? 
What is a Learning Management System (LMS)? 
What is Vtiger CRM’s LMS Portal? 
What can you do in Vtiger CRM’s LMS Portal? 
What are the features of the LMS Portal? 
What are LMS Portal student types? 
What are the LMS Portal homepage features? 
How do I access the LMS Portal? 
How should users access the LMS Portal? 
How should your customers access the LMS Portal? 
How do I sign up for the LMS Portal? 
How do I log in to the LMS Portal? 
How do I reset your LMS Portal password? 
What is the process of completing a course in LMS Portal? 
How do I enroll for a course? 
How do I complete a course? 
How do I complete a concept? 
How do I submit an exercise? 
What is the exercise window in LMS Portal? 
How do I submit a quiz? 
What does the quiz window display? 
What are the various exercise and quiz question types and their formats? 
How do I answer various exercise and quiz question types? 
How are answers submitted for exercise and quiz questions evaluated? 
What are the exercise and question types auto-reviewed by LMS? 
What are the exercise and question types manually reviewed by instructors? 
How do I view responses for an exercise and quiz? 
How do I download a course completion certificate? 
What are the two main interfaces of Vtiger CRM LMS? 
What is the LMS accessibility? 
What are the LMS Components? 
What is the LMS Tree Structure? 
What are the benefits of the Instructor Console? 
What are the benefits of LMS? 
What is the Instructor Console? 
What are the features of the Instructor Console? 
How do I install LMS? 
What are the steps for publishing a course in the Instructor Console? 
What is the List view of courses in Vtiger LMS? 
What are courses? 
What is the process for publishing a course? 
How do I add a course? 
How do I publish a course? 
How do I view responses for published courses? 
What are Concepts? 
How do I add a concept? 
What are Exercises? 
What are exercise questions? 
What are the features of an exercise? 
How do I add an exercise to a concept? 
What are Responses, Review, and Score Allocation for exercise questions? 
What is the Exercises View for concepts? 
How do I go to the Exercises View of a concept? 
What are the actions for an exercise that can be performed in the Exercises View of a concept? 
What is Vtiger LMS? 
What is Instructor Console accessibility? 
What are the two types of Vtiger LMS users? 
What are the LMS components? 
What is the LMS Tree Structure? 
What is the Instructor Console? 
How to install the LMS? 
What is a video URL? 
What is embedding? 
What is an embedded video URL in the LMS? 
How to create an embed video URL? 
What are the two types of evaluation? 
What is the LMS Instructor Console? 
What is Vtiger LMS? 
What is Vtiger LMS? 
Labels Editor
What is Labels Editor? 
How do I change the label names in Vtiger CRM? 
Can I leave the labels empty while editing in the Labels Editor? 
Will the label changes reflect in all languages? 
Landing Pages
What Are Landing Pages? 
What is the Landing Pages Module in Vtiger CRM? 
What are the benefits of using the Landing Pages module? 
How to access the Landing Pages module? 
How to create and publish a Landing Page? 
How to use Landing Pages Editor components? 
What is Landing Pages List View? 
What is Analytics for all the Landing Pages? 
What is Landing Pages Detailed View? 
What is Analytics for a Specific Landing Page? 
How to perform Landing Pages custom domains? 
Layout Editor
Is there a limit on the number of fields I can add in a module? 
How do I create personal or personally identifying fields? 
What are personal or personally identifying fields? 
What are encrypted fields? 
How do I create encrypted fields? 
The values of some fields are concealed. Users are not able to see them. Why? 
How do I provide permission to users to view encrypted field values? 
Can I disable encryption on a field? 
How many encrypted fields can I create? 
What is a picklist? 
What is country picklist value? 
Can I edit fields in the Layout Designer? 
Is Dynamic Dependency applied to Layout Designer? 
What happens when Dynamic Dependency is applied to Layout Designer? 
What is Layout Designer in Vtiger CRM? 
Is the Layout Designer available as an add-on in Vtiger CRM? 
Lead Conversion Data Mapping
I am afraid that I will lose my data if I convert a Lead to a Contact or a Deal. What should I do? 
What are the benefits of mapping the fields of a Lead to other modules? 
Why are some fields from Leads already mapped by default? 
Can I delete the default mapping? 
How do I add a mapping for lead conversion? 
How do I delete a field mapping in Lead conversion? 
How do I modify a field mapping for lead conversion? 
Why can't I see the Leads Conversion Data Mapping setting in the CRM? 
Can I add any field from Leads as a part of field mapping? 
Why cannot I map the Created Time field from leads to contacts? 
Lead conversion
How to I make my custom field display while converting a lead to a deal? 
Leads
Can I convert multiple Leads at once? 
How do I convert a Lead? 
How can I get notified when a Lead is assigned to me? 
Is it possible to delete all Leads? 
What is Contact or Lead Generation? 
How do I enable the Leads module? 
How to create a Lead using Quick Create? 
How do I create a Lead from the Leads module? 
How do I transfer Lead ownership to another Sales rep? 
How do I export Leads? 
How do I create a Quote from a Lead record in Vtiger CRM? 
Is it possible to create Quotes directly from a Lead record in Vtiger CRM? 
How can I find out when and how I last contacted a lead? 
License Types
Is the Single App User license type available in all Vtiger editions? 
Is the Light Agent license type available in all Vtiger editions? 
What are the different license types? 
What are license types? 
How do I assign license type to a role? 
List View
What is a List View? 
How can I resize the columns in List View? 
What are Lists? 
Can I edit all the records in the list at the same time? 
How to create a list? 
What are the different types of lists? 
Where can I find List View in Vtiger CRM? 
Where can I find lists in the List View? 
Can a standard user edit a shared list? 
How will I know if the list is shared list or not? 
Can I import lists? 
How does ALL condition work? 
How does ANY condition work? 
How do I add or remove columns? 
How many columns can I add in the List View? 
How can I sort the columns in the List view? 
How can I rearrange the columns in the List View? 
How can I jump to the desired page in the List View? 
How does the List View sort the records? 
Can I edit a shared list? 
Can I create a list of tags? 
How does a search bar in List View work? 
Can I have many filters in the search bar? 
How can I clear the filters in the List View search bar? 
Can I see filters of all fields in the List View? 
Can I send emails to contacts directly from the List View? 
What is Calendar View? 
What is Mini List View? 
How can i share a list of contacts, invoices, deals or other records? 
Is it possible to remove the Modified Time field from the list view if it is set as the default sorting column when creating a list? 
How do I change the number of records displayed in the List View? 
Why is the newly created list not showing in the dropdown? 
How do I make a module list Default? 
Login
Can I set up a default page I want to see, each time I log in? 
How many logins can I have per account? 
Where can I set the session limit? 
What are Vtiger's password conventions? 
Why is there an option to log in as another user? 
I have forgotten my password. How do I reset it? 
Can I set the frequency at which users must change their passwords? 
What login methods does Vtiger support? 
How do I set up login methods in Vtiger? 
Can I restrict users from logging in to the CRM beyond a certain time? 
Is the Login Hours setting available in all Vtiger editions? 
What happens if a user is already logged in and their login hours end? 
Can I track a user's location? 
Can I restrict users from reusing old passwords? 
How many concurrent logins can I have for a single account? 
What are the login combinations for different devices if the concurrent session limit is four? 
What are the login combinations for different devices if the concurrent session limit is three? 
What happens if I try to log in beyond the active session (current session) limit? 
I received an alert saying, I am trying to log in from an unauthorized IP address. What does it mean? 
How do I authorize an IP address to log in? 
What happens when I try to log in from an unauthorized IP address? 
What happens if a login IP address is configured for a user and the user is suspended later? 
I want a user to be logged out automatically when they are not using the CRM. How can I set this up? 
How do I log out (sign out) from Vtiger? 
What are the troubleshooting tips for logging in to Vtiger CRM? 
What is Vtiger’s Login Page Customization? 
What are CSS styles? 
What are the limits for uploading a background image for the login screen? 
What are the benefits of using the Login Page Customization Add-on? 
How do I install the Login Page Customization Add-on? 
What should I do if the link to reset my password expires? 
How long will the PW reset link be active? 
can I please get support to get this activated and relogin to start using the vtiger? 
Why am I unable to log in to Vtiger CRM? 
Can I use an authenticator app for two-factor authentication? 
MMS Messages
What is an MMS message? 
What can I send in an MMS message? 
What is the size limit of an MMS message? 
How many files can be attached in a single MMS message? 
Can I send an MMS message from Vtiger CRM? 
How do I send an MMS message from Vtiger CRM? 
Where do I see MMS message records in the CRM? 
What are the requirements for sending an MMS message from Vtiger CRM? 
Can I send bulk MMS messages using Twilio? 
MS Teams
What is MS Teams? 
What are the benefits of MS Teams and Vtiger CRM integration? 
How can I activate MS Teams in Vtiger CRM? 
How can I install the Vtiger CRM app in MS Teams? 
Can I install the MS Teams add-on manually? 
How can I install the MS Teams extension manually in Vtiger CRM? 
What can I do using the Vtiger CRM app in MS Teams? 
How can I add Vtiger Dashboard to my team channel? 
What is the use of Chat tabs in MS Teams? 
How can I deactivate MS Teams in Vtiger CRM? 
How can I uninstall the Vtiger CRM app in MS Teams? 
How can I uninstall the MS Teams extension in Vtiger CRM? 
Can I do host meetings using MS Teams? 
How can I activate Teams Meetings in Vtiger CRM? 
How can I access Teams Meetings in the CRM? 
How can I create a Teams Meeting from the Events module? 
What happens to the participant status in Teams Meeting when an event is marked as held? 
Can I get the recording link of the Teams Meeting? 
How can I create a Teams Meeting from the Contacts module? 
How can I send a Teams Meeting from Emails? 
How can I create a Teams Meeting from the Web Chats module? 
How can I deactivate Teams Meetings in the CRM? 
Can I change my account ID linked with MS Teams? 
What do you mean by SaaS? 
What is market place? 
What do you mean by subscription? 
What is SSO? 
Should I have to pay for the SaaS offers? 
Can I make an online payment to buy the subscription? 
Do I have the option to choose the quantity I would like to purchase? 
Is there a free trial option to use the service? 
Can I use Vtiger only from MS Teams after subscribing? 
How can I buy a Vtiger CRM subscription from Microsoft Marketplace? 
What can you do with MS Teams - Bot Reports? 
Magento Integration
How does Magento integrate with Vtiger CRM? 
What is the Shopping Cart extension in Vtiger CRM? 
What data can I sync between Vtiger CRM and Magento? 
In which edition of Vtiger is the Magento integration available? 
What are the benefits of Magento Integration? 
How do I integrate Magento with Vtiger CRM? 
How do I install the Shopping Cart extension? 
How do I install the Vtiger patch in Magento? 
How do I know if the Magento integration is working? 
How do I configure users and user roles in Magento? 
What is field mapping in the Vtiger CRM and Magento integration? 
How do I configure Magento 2 in Vtiger CRM? 
Mailchimp
How do I transfer my new contacts from vtiger to Mailchimp? 
How do I transfer a Campaign and its Contacts from Vtiger to Mailchimp? 
Mailroom
What is a Mailroom? 
What is Criteria for mailroom rules? 
How to auto-forward emails from Group accounts? 
Maps
What are the benefits of using Maps? 
How does the Maps feature in Vtiger work? 
What is Geofencing? 
Which are the two location services providers for the Maps feature? 
Are there any limits to using the geocoding values in Maps? 
How can I change my location service provider form OpenStreetMaps to Google Maps? 
How can I reach my contact's place using the Maps feature in my Mobile App? 
I am unable to reach my customer's place in Maps. Why is that? 
Is it mandatory to use Google Maps? 
How can get a Google Maps API key? 
Can I see a report on how much I have used the Maps feature? 
How can I see the geocoding report? 
What will happen if I switch between different service producers used in the Maps feature? 
MarketingList
How do I remove a contact's name from an Email Campaign? 
What is a Marketing List? 
How do I get the list of contacts who have unsubscribed from a Marketing List? 
How do I create a Marketing List? 
How do I create a Marketing List while creating an Email Campaign? 
What is a Marketing List segment? 
How do I create a Marketing List segment? 
How do I create a Marketing List segment while creating an Email Campaign? 
How do I save a Marketing List segment to use it in the future? 
Why don't I see some of my Marketing Lists when creating an Email Campaign? 
How do I delete a Marketing List? 
How do I find the segments created for a Marketing List? 
How do I find the list of Email Campaigns sent to a Marketing List? 
How do I view the analytics of a Marketing List? 
Is there a way to find out which Marketing Lists a contact has subscribed to? 
How do my contacts unsubscribe from a Marketing List? 
How do I activate or deactivate a Marketing List? 
How do I deactivate a Marketing List? 
How do I deactivate a Marketing List? 
What information can I get from a Marketing List's Summary View? 
What are the marketing features available in Vtiger CRM? 
What are the benefits of marketing in Vtiger CRM? 
What are the third party integrations available for Marketing? 
What are the key capabilities for handling leads and contacts in Vtiger Marketing? 
What marketing tools does Vtiger CRM offer to enhance campaigns? 
What are the different campaign types offered by Vtiger CRM for marketing? 
What are the key benefits of using Vtiger Marketing Analytics? 
Can I manually add or remove a subscriber from a Marketing List? 
How can I view a Contact’s details in a Marketing List? 
Mass edit
Is this possible to select multiple accounts/contacts for mass editing ? 
Microsoft App integrations
What is Office 365? 
What is the Vtiger Outlook add-in? 
What are the benefits of using the Vtiger CRM with Office 365? 
How do I install the Vtiger Outlook add-in? 
How can I log in to the Vtiger Outlook add-in? 
What is the Vtiger Outlook plugin? 
What are the benefits of using the Vtiger Outlook plugin? 
What prerequisites must be satisfied before installing Vtiger CRM Plugin for Outlook? 
What will happen if I uninstall the plug-in, reinstall it, and sync the records? 
How can I install the Vtiger Outlook plugin? 
How do I activate the Vtiger Outlook plugin from Add-ins? 
How can I update the Vtiger Outlook plugin? 
How can I log in to the Vtiger Outlook plugin? 
How can I attach an email to a record from the Outlook plugin? 
How do I sync contacts between Vtiger and the Outlook plugin? 
How can I sync calendars between Vtiger and the Outlook plugin? 
How can I sync tasks between Vtiger and the Outlook plugin? 
How do I set up my preferences in the Vtiger Outlook plugin? 
I am not able to locate the Vtiger CRM menu after installation in the Outlook plugin. What do I do? 
Is Office 365 available in the Sales Starter edition? 
Is Vtiger CRM integration available in all editions of Office 365? 
Is Office 365 available by default in Vtiger CRM? 
How do I download and install Office 365 in Vtiger CRM? 
From where can I configure the sync between Office 365 and Vtiger CRM? 
How can I configure the sync between Office 365 and Vtiger CRM? 
How can I deactivate the Office 365 sync from Vtiger CRM? 
When can I start the synchronization between Office 365 sync and Vtiger CRM? 
How do I sync records between Office 365 and Vtiger CRM? 
What is the Sync Log? 
Why is the syncing between Office 365 and Vtiger CRM slow? 
How can I sync emails from Outlook to Vtiger CRM 
What are the limitations of Office 365 API? 
Can I sync emails from Vtiger to Office 365? 
Can I attach Office 365 emails to all modules? 
How can I sync the replies of previous emails from Office 365? 
How can I sync the replies of previous emails from Office 365? 
What details can I view in a Vtiger Outlook add-in? 
What actions can I take in a contact record from the Vtiger Outlook add-in? 
From where do I download the Microsoft Outlook plugin? 
What is the Microsoft Teams feature? 
What is the Vtiger CRM integration with Microsoft Teams? 
What are the benefits of Vtiger CRM and Microsoft Teams integration? 
How do I activate the Microsoft Teams and Vtiger integration? 
How do I install the Microsoft Teams Add-on? 
How do I install the Vtiger CRM app in Microsfot Teams? 
What are the actions possible in Microsoft Teams? 
Can I share records within the group I have created for my team in Microsoft Teams? 
How do I use the  Vtiger Bot in the Microsoft Teams Chat window (tab)? 
Can I deactivate Microsoft Teams in Vtiger CRM?  
How do I uninstall the Vtiger CRM App from Microsoft Teams? 
How do I uninstall the Microsoft Teams add-on from Vtiger CRM? 
How do I activate Teams Meetings in Vtiger CRM? 
In which modules of Vtiger CRM is Teams Meetings available? 
How do I use Microsoft Teams Meetings in Vtiger CRM? 
How do I use Microsoft Teams Meetings from Vtiger's Events module? 
How do I use Teams Meetings in Vtiger's Contacts or Deals modules? 
How do I use Teams Meetings in my emails? 
How do I create a meeting using Teams meeting from Web Chats? 
How do I deactivate Teams Meetings in the CRM? 
How do I install the Microsoft Outlook add-on? 
How do I log in to Vtiger Outlook? 
What are the actions possible in Vtiger Outlook? 
How do I create a lead or a contact in Vtiger Outlook? 
What is Microsoft Outlook add-on? 
What can I do using Vtiger Outlook add-on? 
Can I see the synced emails under the Sync Log? 
What best practices does Microsoft recommend for maintaining email hygiene? 
How does domain authentication affect my bulk email delivery through Microsoft in Vtiger? 
Mobile
Can I create or edit records while offline in Vtiger Mobile CRM? 
Does the Vtiger mobile app have language translation? 
Mobile Apps
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 can I create a document in the Vtiger CRM mobile app? 
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? 
ModComments
How can I add a comment on a record? 
How can I mention a user on a record? 
How can I create a sticky note from a comment? 
Can I insert links in a comment? 
Can I insert pictures in a comment? 
Can I add attachments to a comment? 
Can I export comments in the form of a report? 
Can I react to comments with emoticons? 
What does a direct comment link do? 
Where can I view my mentions? 
I can't find the updates on a deal. What should I do? 
What is the Roll up option in Vtiger CRM? 
Where can I find the Roll up option? 
Module Builder
What are Custom Modules in Vtiger CRM? 
Where can you add custom modules in Vtiger CRM? 
What are the benefits of Custom modules? 
How do I create a Custom module in Vtiger CRM? 
How do I create Relationships between modules? 
How do I delete a Custom module in Vtiger CRM? 
Module Layout & Fields
How do I create a new field in the CRM? 
How do I access Module layouts and fields? 
What six tabs will you find on the Module Layouts and Fields page? 
How do I rearrange the order of fields in a record? 
How do I add a custom field in Vtiger CRM? 
How do you relate the records of different modules to one another? 
What is Duplicate Prevention? 
What do you mean by the closed state? 
Can I edit closed records? 
When is a record locked? 
How do I link other records to the locked record? 
What is a QR Code in Vtiger CRM? 
Can a QR Code be created in any module in Vtiger CRM? 
What are the benefits of QR Code in Vtiger CRM? 
How do you install a QR Code in Vtiger CRM? 
How do you add a QR Code Field Type in Vtiger CRM? 
How do you access a QR Code in Vtiger CRM? 
How do you scan a QR Code in Vtiger CRM? 
What are the limitations of a QR Code in Vtiger CRM? 
Can I hide a field? 
Can I calculate my profits? 
How many co-owners can I have for a record? 
Module Management
What is the Vtiger Signature field? 
Is it necessary to install additional software to use the Signature field in Vtiger? 
In which modules is the Signature field available? 
What are the benefits of using the Signature field in Vtiger? 
How do I add a Signature field to a module? 
Can I make the Signature field mandatory? 
In what form will the Signature be saved in the Vtiger CRM? 
How do I view a captured signature? 
Can I edit a signature after it has been saved? 
Is it possible to export signatures from Vtiger? 
Can I upload an image file as a signature? 
What are the limitations of the signature field in Vtiger? 
Is the Signature field supported in the Documents module? 
How do I capture a signature using the Signature field? 
Module Manager
Is it possible to add a new module category to my module's menu? 
Module Numbering
What is Module Numbering? 
Will the new module numbering affect existing records? 
When should I start numbering the records? 
How can I change the module numbering? 
Where does the module numbering reflect? 
Can I change the module numbering to a lower value? 
How can I configure the module numbering? 
My Preferences
What can I do in the My Preferences setting? 
Where can I set up my personal preferences in Vtiger? 
How do I set up my email signature in Vtiger? 
Where do I select my business hours? 
Where do I see the groups that I am a part of? 
Can I set up a default phone number to make calls from Vtiger? 
How do I set up my display picture in Vtiger? 
What should I do if I’m unable to update my username or primary email? 
What are the password requirements for Vtiger CRM? 
How do I update the primary email address in Vtiger CRM from my Preferences page? 
What are the steps to change my password in Vtiger CRM? 
What is an Access Key, and how can I generate a new one in Vtiger CRM? 
The email client installed on my computer opens every time I click the Email icon to write an email. Is there a way to use Vtiger to compose emails? 
How do I choose which page displays when I log into Vtiger CRM? 
Why do disabled modules appear on my preferences page? 
Nice Score
What is Nice Score? 
How is Nice Score calculated? 
What happens to Nice Score during a free trial? 
Notification Preferences
Where can I set up the notifications I want to receive? 
What is the Notification Preferences feature? 
How do I access Notification Preferences? 
For what type of notifications can I choose my preferences? 
What types of contact email-related notifications can I receive? 
Is there a way to know if a contact opened an email campaign that I sent? 
What happens if I enable a setting in Notification Preferences and disable the same in Actions' configuration? 
I am receiving Mention notifications on the Actions page as well as in my inbox. How do I restrict notifications to Actions? 
Can I set up alert notifications for the Assigned to field in emails? 
Notifications
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? 
What are the different actions I can perform on 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? 
Olark
What is the Olark software? 
How does Olark integration with Vtiger CRM work? 
What are the benefits of integrating Olark with Vtiger CRM? 
Is Olark available for Vtiger's Sales Starter edition? 
How do I access Olark in the CRM? 
How do I configure Olark in the CRM? 
How do the chats in Olark sync with the CRM? 
Is it mandatory to have an account with Olark? 
What is mandatory for Olark configuration? 
Will I be able to see my chats with customers in Vtiger CRM with Olark configuration? 
Onboarding
What is Onboarding? 
What is the App Selection Page? 
What are the apps on the App Selection Page? 
What is the default landing page of the apps in the App Selection Page? 
Can I pin the modules as Favorites on the default landing page? 
What modules get pinned as favorites on the default landing page? 
What are Onboarding Cards? 
What are the benefits of the Onboarding feature? 
How do I access the Onboarding feature? 
What are the Onboarding Components? 
OneView
What is One View? 
What actions can I perform on contacts under One View? 
What actions can I perform on organizations under One View? 
What actions can I perform on deals under One View? 
Organization
What is an Organization?  
How do I add an Organization? 
How to edit an Organization record? 
Can I edit more than the Organization record?  
How do I delete an Organization record? 
What will happen if I accidentally delete an Organization record? 
What is One View in the Organization module? 
How do I communicate with a Contact from an Organization record? 
How can I find out when and how I last contacted an organization in the Organization module? 
Outgoing Server
How do I resolve the App is blocked error when configuring my outgoing email server or inbox? 
Outlook Plugin
Images are not showing in outlook 
Partnership
How do I install the partner portal? 
How do I add partner contacts? 
How do I add partner organizations? 
How do I give access to the partner portal? 
How do I navigate to the partner portal configuration page? 
What can I configure about the partner portal? 
How do I log in to the partner portal? 
How do I add records from the partner portal? 
Can I change my partner portal's password? 
How do I log out of the partner portal? 
Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts? 
What is the Cases Module in the Vtiger Partner Portal? 
What is a Case ID in the Cases Module of the Partner Portal? 
What are the case statuses in the Cases Module of the Partner Portal? 
What are the priority levels in the Cases Module of the Partner Portal? 
What is the Ticket Category in the Cases Module of the Partner Portal? 
How can I upload files to a case in the Partner Portal’s Cases Module? 
How do Updates help in tracking case progress in the Partner Portal? 
What are Touch Points in the Partner Portal’s Cases Module? 
How do I add a new case in the Cases Module of the Partner Portal? 
How do I sort or filter cases in the Partner Portal’s Cases Module? 
How do I edit a case in the Cases Module of the Partner Portal? 
How do I view case details in the Cases Module of the Partner Portal? 
How do I find who created a record through the Partner Portal? 
What happens if a partner who created or modified a record via the Partner Portal is deleted? 
How do I set up a follow-up for a Case created by a partner? 
How to find out who last updated a record through the Partner Portal? 
What is the Partner Portal? 
What is the time frame for the Partner portal login link? 
How do I view and download documents in the Partner Portal? 
How do I view partner comments on a record from the Partner Portal? 
How can I view my responses to partner's comments in the record created via the Partner Portal? 
PayPal
How do I configure PayPal? 
What are the currencies supported by Paypal? 
How do I create a business account in PayPal? 
What is PayPal? 
How does PayPal and Vtiger CRM integration work? 
Can I change my payment source in PayPal? 
How do I change my payment source in PayPal? 
What does this error message mean - The total amount of all payments exceeds the maximum total amount for all payments? 
I am getting errors while setting up my card. What should I do? 
Payment Gateway Integration
What is Razorpay? 
What is the Razorpay integration with Vtiger CRM? 
What are the prerequisites for Razorpay integration with Vtiger CRM? 
How do I install the Payments extension? 
How do I integrate Razorpay with Vtiger CRM? 
How do I access Razorpay? 
How do I make a payment using Razorpay in Vtiger CRM? 
How do I send payment requests using Razorpay in Vtiger CRM? 
How do I disable Razorpay? 
Payments
How do I create a payment from Quick Create? 
What is the Payments module? 
Is the Payments module available in the Sales Starter edition? 
What is the functionality of Send Link and Pay Now buttons in Payments? 
How do I install the Payments module? 
How do I accept Payments from my customers? 
Can I create multiple payments on a single Credit Note? 
How do I configure the Authorize.Net Payment gateway? 
How do I configure my Stripe account? 
How do I create a payment record? 
How do I create a payment for a vendor? 
How do I create a payment from Invoices? 
Can I attach multiple payments to a Purchase Order? 
How are payments related to Invoices? 
How do I track incoming payments? 
How do I track outgoing payments? 
How do I initialize a payment? 
How can my customers make the Payment? 
How do I track payments from invoices? 
How do I track payments from Bills? 
How do I track payments from CreditNotes? 
How do I track payments from the Purchase Order record? 
How do I export a payment record? 
How do I print a payment record? 
How do I change the template of a payment? 
Can I link multiple Payments to a single Invoice record? 
Can I edit a payment linked to an Invoice? 
Is the Payments module available by default? 
Can I create multiple payments for a bill record? 
What does payment status-refunded mean? 
What are the benefits of the Payments module? 
Can I create a duplicate of a payment record? 
How do I know if my customers have made the Payment? 
How do I configure the invoice to automatically update once the payment is done? 
What are the payment gateways supported by Vtiger CRM? 
How do I pay for my Vtiger subscription? 
PhoneCalls
Where is the recording of my calls stored in Vtiger CRM? 
Can I call my customers directly from my laptop or desktop? 
How is the Phone Calls module useful? 
What are the telephony gateways that are integrated with Vtiger CRM? 
In which editions of Vtiger CRM is the Phone Calls module available? 
Where do I add a phone number to use in the Phone Calls module? 
How do I make a phone call from Vtiger CRM? 
Can I use multiple gateways or service providers to make calls? 
Can I set up a voicemail from the Phone Calls module? 
Can I save my phone calls as text copies or transcripts? 
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call? 
How do I make a phone call to my customer? 
What are the features available in the Phone Calls module? 
Where do I see the details of all the calls I have made? 
How do I see the details for each phone call I have made? 
What is VICIdial? 
What are the benefits of VICIdial integration? 
Which versions of VICIdial does Vtiger support? 
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM? 
How do I integrate VICIdial with Vtiger CRM? 
Is it necessary to install the Phone Calls to enable VICIdial in the CRM? 
Is it necessary to create an account in VICIdial? 
How do I set up VICIdial with my CRM? 
How do I add my VICIdial User ID in Vtiger CRM? 
How do I get VICIdial incoming call pop-ups in the CRM? 
How do I set up the recording filename for VICIdial? 
Why is my agent not able to see the incoming call pop-up? 
Why is Click-To-Call not working for some agents? 
Why is the Recording Link not Working in Vtiger? 
Why are Outgoing Call records in the 'triggered' status even after calls are completed? 
How do I know what status a Phone call is in? 
How do I link Phone Calls to Business Hours? 
How do I create a transcript of phone calls? 
How do I create a transcript of voicemail messages? 
Can I set up a Voicemail in Vtiger CRM? 
Can I transfer a call to the CRM? 
Can you record calls using the Phone Calls module in Vtiger CRM? 
What is the Customer Sentiments feature in Vtiger CRM? 
What is the Call Notes feature in Vtiger CRM? 
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM? 
What is the Incoming Call Pop-up feature in Vtiger CRM? 
How do I configure Plivo as a client gateway in Vtiger CRM? 
How do I configure Plivo as a Normal gateway in Vtiger CRM? 
How do I use the Phone Calls module in Vtiger CRM? 
How do I set up Plivo with Vtiger CRM? 
What is PHLO Support for Plivo? 
How many gateways can I set up for Asterisk in Vtiger CRM? 
How do I configure Asterisk in Vtiger CRM as a Normal gateway? 
What is the Vtiger Asterisk Connector? 
What do I need to install the Asterisk Connector? 
How do I install the Vtiger Asterisk Connector? 
How do I configure Exotel in Vtiger CRM? 
How does Exotel integration work with Vtiger? 
What is the Knowlarity integration with Vtiger?  
How do I integrate Knowlarity with Vtiger? 
How do I configure my Knowlarity credentials in Vtiger? 
How to configure extension numbers for users? 
How do I enable Vtiger integration in Knowlarity? 
What is the Ducom integration with Vtiger CRM? 
How do I integrate Duocom with Vtiger CRM? 
How do I configure Vtiger settings in My Web office? 
What is the Telzio integration with Vtiger CRM? 
How do I integrate Telzio with Vtiger CRM? 
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call? 
Can a phone number be linked to a case record? 
Can a phone number be linked to a deal record? 
What is the Phone calls pop-up configuration? 
What is a Generic Phone Call API? 
What are the benefits of using a Generic Phone Calls API? 
In which editions of Vtiger CRM are the Generic Phone Call APIs available? 
What is a UUID? 
How do I configure Phone Call settings for the Generic gateway? 
How do I send a request from Postman to create or update Phone call records in Vtiger CRM? 
How to send a request from Postman to initiate a call in Vtiger CRM? 
How to send a Postman request to update the Status field of the call in Vtiger CRM? 
How to send a Postman request to update the call recording link in a phone call record in Vtiger CRM? 
Can I assign incoming calls to a User or a Group in Phone Configuration? 
What does the Country field in the Phone Call configuration do? 
What is the purpose of duplicate prevention for the Office Phone and Mobile fields? 
How do I verify that my Plivo API credentials are correct in the CRM? 
How can I track my API usage with Plivo? 
How can I resolve dropped calls or latency issues? 
How can I verify a caller ID for outbound calls? 
How do I correctly set up my CRM’s endpoint URL in Twilio for webhook processing? 
How can I verify that Twilio is fully integrated into my CRM workflows? 
How can I resolve authentication failures when using Knowlarity with Vtiger? 
How do I configure Vtiger and Knowlarity for instant call logging? 
How do I fix the caller ID mismatch between Knowlarity and Vtiger? 
How can I ensure that Vtiger CRM has access to the recording folder? 
How can I check if the syncing processes are running correctly? 
Can I resolve call pop-up delays without changing servers? 
How do I configure my Vtiger CRM and Twilio settings to display the call pop-up? 
How do I disable the recording option for calls appearing in Twilio? 
How do I troubleshoot when call pop-ups are not appearing for my calls from Twilio? 
What are the key benefits of integrating Tata Teleservices with Vtiger CRM? 
What prerequisites are required for enabling Tata Teleservices integration? 
How can I install Tata Teleservices in Vtiger CRM? 
How can I add Tata Teleservices as a gateway in Vtiger CRM? 
How do I add a webhook for calls received on the server in Tata Teleservices? 
How do I add a webhook for calls answered by an agent in Tata Teleservices? 
How do I add a webhook for call hangup in Tata Teleservices? 
How do I review previous phone call details for a contact? 
How do I review previous phone call details for a contact? 
What should I do if I experience intermittent network connectivity drops? 
How can I check if my device is compatible with Tata Teleservices? 
What should I do if misconfigured settings affect my Tata Teleservices service? 
What should I do if I experience poor call quality in VoIP or traditional telephony? 
How can I secure my connection to prevent data breaches? 
Why am I not able to see the incoming call pop-up? 
I am not receiving Incoming Call Pop-up, why? 
PickList Dependency
Can we select multiple picklist dependencies, or are we limited to selecting only one? 
Can we set-up dependency between two picklist fields? 
What is the advantage of picklist dependency? 
What all fields need to be selected before you set-up picklist dependency? 
How can I display all the picklist values I have configured? 
Picklist Editor
How can I edit values in a multi-select combo box? 
What is a multi-select combo box? 
How do I add or remove items from a picklist (drop-down field)? 
Why are the styled picklist values not appearing in the preview section using Print templates? 
How do I add value to the Lead source in the Global Picklist? 
How do I link a Global Picklist to a Custom module? 
How to add custom Picklist values? 
Potentials
How can I create a deal from One View? 
Can I sync a quote with a deal? 
How can I add line items to a deal? 
Can I move a deal to another pipeline? 
What happens when I sync a quote with a deal? 
Why should I move a deal to another pipeline? 
What actions can I perform on a deal? 
What is deal journey view? 
What does the header section in Deal Journey View display? 
What is the Line Items widget on Deal Journey View? 
What is the Tasks widget on Deal Journey View? 
What is the Documents widget on Deal Journey View? 
What are the views available in Deals? 
What are the benefits of contact roles? 
What are the benefits of having deal revenue line items? 
What is a deal? 
What actions can I perform on the Summary View of a deal? 
Where can I find the records related to a deal? 
How do I mark a deal as Closed? 
How can I create a deal? 
Power BI
What is the Booster pack in Power BI? 
PriceBooks
What are Price Books? 
How do I add a Price Book? 
How do I print a Price Book? 
How do I edit the selling price in a Price Book? 
What are Price Books used for? 
How do I change the template of a price book before printing? 
Are Price Books available in the Sales Starter edition? 
What do Yes and No mean in the List view of Price Books? 
How do I add a product and service to a Price Book? 
What is Unit Price? 
What do you mean by the Selling Price in Vtiger CRM? 
Can I have different prices for the same product? 
How do I create a price book from Quick Create? 
How do I generate Sales Order-specific reports in Price Books? 
PrintTemplates
What are Print Templates? 
What is the benefit of using Vtiger's Print Templates? 
How do I view existing Print Templates? 
What are the functions available on the Print Template list view screen? 
How do I create a Print Template? 
How do I edit a Print Template? 
Can I add a barcode to my print code? 
Can I insert esigns into my Print Template? 
How do I duplicate a Print Template? 
How do I delete a Print Template? 
What should I do if a Print Template is showing as blank in the Vtiger CRM? 
How do I edit the Default Print Templates available in Vtiger? 
Is it possible to change the Module of the duplicate Print Template? 
Can I apply various date formats in Print Templates? 
Why isn’t my merge tag showing the correct value in the print template? 
What is the benefit of using a private window for editing print templates in Vtiger? 
What should I do before adding product-related source code into a print template? 
How do I fix a missing or misaligned header or footer in a print template? 
What are the best practices to create a Print Template? 
How do I add my company logo to the Quotes? 
Is it possible to add a watermark to templates in Vtiger CRM? 
How to add a VAT field to my Quote file? 
Process Designer
What is Vtiger CRM Process Designer? 
What are the benefits of using Process Designer? 
What are the feature and edition availability for Vtiger CRM? 
What is a business process in the process designer? 
What is a Flowchart in the process designer? 
What is a Workflow in the process designer? 
What is a Process Designer? 
What is a process design? 
What are Process Designer components? 
What is Process Designer Components Menu? 
How to add an action in the process designer? 
How do I add a condition in the process designer? 
How do I add Wait Time in the process designer? 
How do I add a label in the process designer? 
How can I delete a component in the process designer? 
What are Vtiger CRM Process Designer keyboard shortcuts? 
How to go access the Process Designer module? 
How to create a process flow for a business process? 
What are process design versions? 
How do I activate and deactivate process design versions? 
How do i I access Process Designer Summary View? 
How to view Process History for process design versions? 
What are actions available in the process design versions? 
What are the actions available in process design records? 
Can I link flows in the Process Designer to multiple loops? 
What is Fetch Records action in Process designer? 
What is Vtiger's Data Source Designer? 
What is Zero-Copy Integration? 
What are the benefits of Zero-Copy Integration? 
Which merge tag should I use to dynamically display the current page number? 
How do I fetch data from Vtiger using the Code Editor? 
How do I create a virtual module in the CRM? 
How do I use the Unique Record Identification (Key ID) for the Virtual modules in the mobile app? 
Product stock update
What happens if I create a sales order, quote, or invoice for sub-products from a product bundle by duplicating older ones? 
What are all the ways I can search for a product from the Stockroom record? 
Products
What are Products? 
How to create a Product in Vtiger CRM? 
How can I print the product information? 
Is Products available for Help Desk Professional? 
Is Products module used in other modules? 
Can I create a Quote from a Product? 
Can I create a Sales Order from a Product? 
Can I create a purchase order from a product? 
Can I create a subscription from a Product? 
Can I create an Invoice from a Product? 
How do I change the template of Product details before printing? 
How is stock quantity in Products related to Invoices? 
How is stock quantity in Products related to Purchase Orders? 
How do I create a Product from Quick Create? 
What are the Picklist values in Product type? 
Where will the existing products without subproducts migrate to? 
Can I add sub-products while creating a Purchase Order (PO) in the Bundle section? 
What happens when the checkbox is enabled in a Purchase Order (PO)? 
What happens when the checkbox is not enabled in a Purchase Order (PO)? 
Can I interchange the content in the Part Name and Part Number fields in the Products module? 
How do I customize the Product Category and Product Type? 
ProfileScoring
What is Profile Scoring? 
Is Lead Scoring the same as Profile Scoring? 
What are the benefits of configuring Profile Scoring? 
How can my sales team make use of Profile Scoring? 
How can my support team make use of Profile Scoring? 
What is Profile Rating? 
What is an Attribute in Profile Scoring? 
What is Value in Profile Scoring? 
What is Weight in Profile Scoring? 
What is Total Score in Profile Scoring? 
Is Profile Scoring available in the Sales Starter edition? 
How can I decide on what Profile Scores to assign? 
Are all attributes the same and equal to each other? 
How do I calculate the profile score if a customer has two values under the same attribute? 
What is profile scoring for contacts? 
What is Profile Scoring for Organizations? 
How can I configure profile scores in the CRM? 
How can I delete an attribute? 
Can I add extra values for attributes? 
How can I configure Profile Rating? 
Does the Leads module have a Profile Score? 
Will a new field value have a default score? 
Will the Profile Rating field appear when I export a contact record? 
How do Contact Profile Scores impact the Organization Profile Score? 
Can an admin disable the profile scoring feature? 
Can I automate certain actions in Profile Scoring? 
Profile Score field displaying wrong calculations, how do I solve this? 
Profiles
How do I assign a profile to a user role? 
What is the relationship between roles and profiles? 
Why am I getting the Permission Denied error when I try to approve a record? 
How do I add a profile? 
Can I create a role with out selecting a profile? 
How to enable or disable import and export permissions of a profile? 
How do I see which role a profile is related to? 
Are there separate Create and Edit options in Profiles? 
What is a profile? 
How are profile permissions different from Sharing Rules? 
Who can set up profiles? 
How do I define the permissions of a profile? 
How do I link a role to a profile? 
Can I define field-level permissions for a profile? 
How do I delete a profile? 
How do I associate a profile with a user? 
Do field-level permissions in a profile apply to every module? 
How do admins manage the ability to modify the From email in Case replies? 
Why am I unable to change the From email while replying to a Case? 
Project
What is a Project? 
How do I create a project? 
How do I create a Project from a Deal? 
How do I add a Document to a Project? 
How do I add a Quote to a Project? 
How do I add Invoices to Projects? 
How do I create Project Milestones from Projects? 
How do I export or print a Project record? 
Is Projects available in the Sales Starter edition? 
How do I create a project from Quick Create? 
Can I view the Start date, End date, and Duration values in column form in the Gantt Chart View? 
ProjectMilestone
Is the Project Milestones module available in the Sales Professional edition? 
What is a Project Milestone? 
How do I create a Project Milestone? 
How do I create a Project Milestone from a Project? 
How do I export a Project Milestone record? 
How do I print a Project Milestone record? 
How do I create a Project Milestone from Quick Create? 
What are the columns that are visible in the List View? 
What are Summary View actions? 
What are the important fields in Project milestones? 
What are the actions possible on a Project milestone record? 
How do you change the template of a Project Milestone? 
How do you create a Project Milestone from Quick Create? 
What are the different ways you can view a Project Milestone record? 
What are the different List View actions you can perform on the Project Milestone record? 
ProjectTask
What are Project Tasks? 
Is Project Tasks module available in Sales Enterprise edition? 
How do I create a Project Task? 
How do I create a Project Task (PT) from the Projects module? 
How do I add a document to a Project Task? 
How do I add an Organization to a Project Task? 
How do I add a case to a Project Task? 
How do I add a time log to a Project Task? 
How do I add a child task to a Project Task? 
How do I add a contact to a Project Task? 
How do I add feedback to a Project Task? 
How do I add an Opportunity to a Project Task? 
How do I add an Internal Ticket to a Project Task? 
How do I export a Project Task record? 
How do I print a Project Task ? 
How do I change the template of a Project Task? 
How do I create a Project Task from Quick Create? 
Prompt Builder
How do Merge Fields in the Prompt Builder and Data Templates enhance customer interaction? 
What functions can I perform using the Merge Fields tab? 
Why should I want to integrate Merge Fields into Prompt Builder? 
Purchase Return
What is Vtiger CRM Purchase Return? 
What are the benefits of Purchase Returns? 
How do I install Purchase Returns? 
How do I generate Purchase Returns? 
How do I create Purchase Returns? 
What are Vtiger CRM Workflows for Purchase Returns? 
What are automated stock updations for the Products module with Purchase Returns? 
PurchaseOrder
What is a Purchase Order (PO)? 
When should I use Purchase order? 
How do I create a Purchase Order? 
What will happen to the product quantity in stock when I create a Purchase Order? 
How do I create a Purchase Order from a Quote? 
How do I add a new section in a Purchase Order? 
How do I add a product or a service to a Purchase Order? 
How do I share a Purchase Order? 
How do I add a document to a Purchase Order? 
How do I print or export a Purchase Order? 
Can I change the template of a Purchase Order? 
Is Purchase Order available for Sales starter edition? 
QR Code
Can the data be masked in the QR code field? 
What happens when data is masked in the QR code field? 
Quality Audit
How do I create an Audit template in Vtiger CRM? 
What are Audit Forms in Vtiger CRM? 
What do you mean by Audit Insights in Vtiger CRM? 
Can I use Quality Audit for my business? 
Can I add images and videos to the Forms? 
How do I track an organization’s performance? 
Is the Quality Audit feature available for Android and ios users? 
Can you explain the process of auditing for large organizations? 
Can I add a comment to the Forms? 
Can I raise Internal Tickets for unfinished work in an organization? 
Can I add images from the gallery to the Forms? 
What are the Audit Form statuses in Quality Audit? 
How do I access and customize Audit Forms in the CRM? 
Can I add Relationships or Duplicate prevention in Audit Forms? 
How do I modify an Audit Form in the CRM? 
What UI changes have been made to Audit Forms and Service Forms? 
What fields are now included in the Audit Form? 
QuickBooks
Can I configure and map custom fields in the QuickBooks Desktop version? 
What is the Filter column in the Quickbooks Setting page? 
What is Chart of Accounts in Quickbooks? 
What should I do if Vtiger Invoice contains products not available in QuickBooks? 
What should I do when I encounter the error Invalid account type in QuickBooks? 
How do I fix the QuickBooks Business Validation Error: You must set a transaction amount? 
How do I sync one invoice to QuickBooks? 
Quotes
How do I share a quote? 
How do I print a quote? 
How do I create a quote? 
What is a Quote? 
How is a quote important in a Deal Journey? 
How do I create a quote from a deal? 
How do I add a new section in a quote? 
How do I add a product or a service to a quote? 
What does the Sync with Deal button do? 
Can I sync multiple quotes to a single deal? 
How do I generate a sales order from a quote? 
How do I generate a purchase order (PO) from a quote? 
How do I generate an invoice from a quote? 
How do I generate a subscription from a quote? 
How do I change the template of a quote? 
What is Quantity in Stock? 
What is Quantity in Demand? 
What is Quantity Ordered? 
Can I convert a quote into an invoice? 
Can I add multiple items in a purchase order or sales order from a quote? 
What should I do if a custom font is not displaying in my quote? 
How do I add a new Line Item between existing items in the Quotes? 
ReceiptNotes
What are Receipt Notes? 
How can I change the template of the Receipt Note? 
What are the benefits of using Receipt Notes? 
Is Receipt Notes available for the Sales Starter edition? 
How can I create a Receipt Note? 
Can I create a Receipt Note from a Purchase Order? 
How can I add a section to a Receipt Note? 
How can I add a product or a service to a Receipt Note? 
How can I share a Receipt Note? 
How can I export a Receipt Note? 
How can I print a Receipt Note? 
How can I add a document to a Receipt Note? 
What is the Purchase cost in the Receipt Notes? 
What should I do to display the purchase cost in Receipt Notes? 
RecycleBin
What is the Recycle Bin? 
Can I restore a record from the Recycle Bin? 
How do I access the recycle bin? 
How do I search for a deleted record in the recycle bin? 
Which users can delete records? 
How do I restore a deleted record from the recycle bin? 
Can I delete records? 
What do you mean by permanently deleting a record? 
Within how many days can you restore a deleted record? 
What two actions can you perform after you find the desired record? 
Relationship
What are the key capabilities of the Connections Add-on in Vtiger CRM? 
What are the benefits of using Connections feature in Vtiger CRM? 
How do I install the Connections Add-on in Vtiger CRM? 
What are the steps to set up connections within a module? 
How can I edit an existing connection record? 
How do I unlink an connection record? 
How can I unlink related records in batch? 
Reports
How do I create a report? 
How do I schedule a report? 
What does subscribing to a report mean? 
What actions do I perform on a report? 
What actions do I perform on a chart in a report? 
How do I subscribe to a report? 
Where do I find reports? 
How do I restore a deleted report? 
How are Vtiger Reports useful? 
What are the chart types that can be created in Vtiger CRM? 
What can you display in the data fields in a report? 
How is scheduling a report useful? 
What is Vtiger Sales Manager Template App for Power BI? 
How do I set up Vtiger Template App in Power BI? 
Can I change the conditions on a shared report? 
Can I sort charts? 
Why am I unable to select RTE fields in the Reports list columns? 
Can I view the time spent on a Project Task in hours and minutes? 
Which fields in Reports can I view the time spent in hours and minutes? 
Describe functionalities & tools that would be included in weekly KPIs 
Roles
Where can I see the list of roles that are associated with a profile? 
What is a role? 
How are roles and profiles related? 
Does Vtiger provide a default role hierarchy? 
Where do I find the list of roles for my company? 
How do I create a role? 
How do I give privileges to a role to assign records? 
Can I move a role in the hierarchy? 
How do I set privileges to a role to assign records to roles in the same hierarchy? 
How do I set privileges to a role to assign records only to users with subordinate roles? 
How do I restrict users from assigning records to groups? 
How do I choose the groups to which users can assign records? 
Is it possible to choose the groups to which a user can assign records? 
How do I assign privileges to a role? 
What is given priority between profile and role privileges? 
How can I assign privileges to a role? 
How do I assign privileges directly to a role? 
Can I assign privileges to a role using profile permissions? 
How do I delete a role? 
When deleting a role, can I transfer its ownership to any other role? 
Why are only two users shown when I click Assigned To in a record? 
SAML
How can I configure SAML in Vtiger? 
Which Vtiger editions allow me to log in via SAML? 
How can I log in to Vtiger via OneLogin? 
What is SAML? 
What is Single Sign-On or SSO? 
Does Vtiger have the provision of SAML-based login? 
Is SAML-based login available in all Vtiger editions? 
Explain the installation of the Vtiger SAML application in Microsoft Entra ID (previously known as Azure AD). 
SLA Policies
What is an SLA (Service Level Agreement)? 
I am looking for information on Service Level Agreements or SLAs. 
Where do I set up SLA policies? 
How do I create an SLA for customer cases? 
Can I escalate the violation of an SLA? 
When a case's SLA status says Time Left, what does this mean? 
What are SLAs? 
How will SLAs benefit me? 
I have a Sales Starter edition of Vtiger CRM. Can I configure SLAs in this? 
What are the types of SLA I can create in the CRM? 
What is a Customer SLA? 
What is an Internal SLA? 
Where do I create an SLA policy in the CRM? 
How do I configure an SLA Policy? 
What is the difference between Business Hours and Calendar Hours? 
What are the SLA Targets? 
Why should I set SLA Targets? What is its importance? 
My SLA policy is based on Business Hours. What will happen if I don't set SLA Targets? 
How do I configure alerts in the SLA policy? 
How do I be notified when an SLA violation happens? 
I don't want the SLA Timer to be running in certain case states. Is this possible? 
Why are SLA Statuses necessary? 
The case is closed, but the customer has replied to it. What will happen to the status of the case? 
I saw the SLA status as Fulfilled in a Case. What does this mean? 
My case is in New status. What will the SLA timer do? 
How do I know when an SLA has been violated in a case? 
How do I understand the dependency of cases on SLAs? 
I am waiting for my customer to reply to the case. Will the SLA timer still run? 
When will the SLA timer on a case stop? 
What happens when a Case or an Internal Ticket gets escalated? 
The case is resolved. But I can see a + sign in the status. What does this mean? 
Can I create custom priorities as SLA Targets? 
Can I notify the Co-owner when a Case violates the SLA? 
How do I add email alerts for SLA violations in Vtiger CRM? 
SMS
What is SHORT MESSAGE PEER-PEER or SMPP? 
What are SMS Templates? 
How are SMS Templates used in Vtiger CRM? 
How are SMS Templates useful for businesses? 
What is a Merge Tag? 
How are Merge Tags used in SMS Templates? 
In which editions of CRM are SMS Templates available? 
What are the benefits of using SMS Templates? 
How do I install the SMS Notifier add-on? 
How do I merge tags in my SMS Template? 
How do I create an SMS Template? 
How do I edit an SMS Template? 
How do I delete an SMS Template? 
How do I send an SMS using an SMS Template? 
What are Merge Tags? 
How do Merge Tags work? 
Is there a case study on how Merge Tags are used in a business SMS? 
How do I use Merge Tags in an SMS Template? 
SMS Campaigns
What are SMS Campaigns? 
In which editions are SMS Campaigns available? 
What is the process of sending an SMS campaign? 
How do I configure an SMS provider? 
How do I access the SMS Campaigns module? 
How do I install SMS Campaigns? 
What are the steps to create an SMS Campaign? 
What is the Test button in SMS campaigns used for? 
How do I see an SMS Campaign's statistics after it is sent? 
What do the different SMS Campaign statuses mean? 
How do I send an SMS Campaign to any phone number in my contact list? 
How do I send an SMS Campaign to all my contacts? 
How do I test an SMS Campaign before sending it? 
Where do I find SMS Campaigns after installing the extension? 
SMS Integrations
What is the SMS Alert? 
What is the SMS Alert integration in Vtiger CRM? 
What are the limitations of the SMS Alert integration with Vtiger CRM? 
How do I install SMS Alerts from the Extension Store? 
How do I create an SMS Alert account with Gmail Id? 
What do you mean by Credits? 
Do I get free credits when I log in for the first time? 
How do I make calls using SMS Alerts? 
What are the benefits of an SMS Alert gateway? 
What do you mean by Sender ID? 
How do I install SMS Alerts in Vtiger CRM? 
Where do I find the installed SMS Alerts app in Vtiger CRM? 
How do I generate an API key and Sender ID in the SMS Alert account? 
Is it both outbound and Inbound? 
Can I create an SMS Alert account with Gmail Id? 
Can I make calls using SMS Alert? 
What are the benefits of SMS Alert? 
What is the SMS Gateway Center? 
How does the integration of SMS Gateway Center with Vtiger work? 
What are Delivery Templates in SMS Gateway Center? 
In which editions of Vtiger CRM is the SMS Gateway Center available? 
What are the benefits of using SMS Gateway Center as an SMS service provider in Vtiger CRM? 
How do I install SMS Gateway Center in Vtiger CRM? 
How do I integrate SMS Gateway Center with Vtiger CRM? 
How do I create an API key on SMS Gateway Center? 
How do I create a Sender ID on SMS Gateway Center? 
How do I create a Delivery Template in SMS Gateway Center? 
How do I create an SMS API in the SMS Gateway Center? 
How do I add SMS Gateway Center as an SMS service provider in Vtiger CRM? 
How do I send an SMS using SMS Gateway Center in Vtiger? 
How do I check the status of an SMS sent to the customer? 
How do I delete an SMS record? 
What is the Kaleyra? 
How does the integration of Kaleyra with Vtiger work? 
In which editions of Vtiger CRM is Kaleyra integration available? 
What are the benefits of using Kaleyra as an SMS provider in Vtiger CRM? 
How do I integrate Kaleyra with Vtiger CRM? 
How do I install Kaleyra in Vtiger CRM? 
How do I create an API key on Kaleyra? 
How do I view the API key and Security Identifier? 
How do I create a Sender ID in Kaleyra? 
How do I create an SMS template in Kaleyra? 
How do I add Kaleyra as an SMS provider in Vtiger CRM? 
How do I send an SMS using Kaleyra as an SMS provider in Vtiger CRM? 
What are the limitations of sending SMS messages in integration with Kaleyra? 
What is Vitel Global? 
Can I send an SMS using the Vitel Global service provider? 
Can SMS integration with Vitel Global be done via VTAP? 
Can I send an SMS from a fixed number? 
SMSNotifier
What is the SMS Messages module? 
What kind of SMS messages can I send from Vtiger CRM? 
How can I send SMSes from Vtiger? 
How do I set up or configure an SMS provider in the CRM? 
What are the SMS service providers or gateways that are available with Vtiger CRM? 
Where is the SMS Messages module in the CRM? 
How can I send an SMS from the Contacts module? 
How can I send an SMS from the Organizations module? 
Can I send only a single SMS to any of my contacts? 
Can I send SMS messages from multiple gateways? 
Can I send SMS messages to all the numbers linked to a contact? 
What if the SMS service provider I want to use is not available in Vtiger CRM?  
Where can I see the list of SMS messages I have sent to my customers? 
How can I find out if the SMS message I have sent has reached my contact or customer? 
Can I create a Lead from incoming messages? 
Sales
What is a sales pipeline? 
What is the Standard pipeline? 
Can I have multiple pipelines in Vtiger CRM? 
How do I create a new pipeline? 
Can I reuse stage names across pipelines? 
Can I delete a pipeline? 
Can I restore a deleted pipeline? 
Can I delete a sales stage? 
What are the limitations of custom stage names? 
What is the maximum number of pipelines I can set up? 
What is the maximum number of sales stages I can have in a pipeline? 
What changes are allowed in the Standard pipeline? 
What are the benefits of having multiple sales pipelines? 
Can I get a demo of V8? 
What are Playbooks? 
What is Vtiger’s Field Sales feature? 
What is Vtiger Field Sales app? 
What is Beat? 
What is Beat Plan? 
What is Live Tracking? 
What is Routing? 
What is Beat Insights? 
What are the two types of analytics in Beat Insights? 
What are the benefits of the Fields Sales app? 
Who can create Beat plans in Vtiger Field Sales? 
Who can access Beat plans? 
How do you create a Beat? 
How do you add a Beat for an individual? 
How do you create a Beat plan? 
What actions can be performed when a sales agent logs in to the Field Sales app? 
What do you mean by Order Analytics? 
What do you mean by Visit Analytics? 
Can I sell my product or service online using Vtiger Field Sales App? 
Can I conduct Quality Audit using Vtiger Field Sales App? 
What are Deal Recommendations in Vtiger CRM? 
What is the purpose of Deal Recommendations in Vtiger CRM? 
What are the components of Deal Recommendations in Vtiger CRM? 
What is Deal Score in Deal Recommendations? 
What is the Predicted Close Date in Deal Recommendations? 
What is the Engagement Score in Deal Recommendations? 
What is the Sentiment Score in Deal Recommendations? 
What is Conversation Timeline in Deal Recommendations? 
How are Conversation Timelines categorized in Deal Recommendations? 
Explain the By Channel Conversation Timeline categorization. 
Explain By Category Conversation Timeline categorization. 
Explain By Sentiment Conversation Timeline categorization. 
What is Touchpoint Summary in Deal Recommendations? 
What is Touchpoint Summary in Deal Recommendations based on? 
Who is an Influencer in Deal Recommendations? 
Who is a Decision Maker in Deal Recommendations? 
List the benefits of Deal Recommendations? 
What is Natural Language Processing (NLP) in Deal Recommendations? 
How do I access Deal Recommendations in Vtiger CRM? 
What is the purpose of Mandatory toggle? 
What is the purpose of Mandatory toggle? 
What is the Take Signature option while Selecting Actions? 
What is the Field Sales Mobile app? 
What are the features and functions of the Field Sales Mobile app? 
Explain the Field Sales module in Vtiger CRM. 
What can Field Sales agents do when they login to the Vtiger CRM? 
What can admins do in the CRM? 
What are the benefits of the Field Sales mobile app for sales reps? 
What are the benefits of the Field Sales mobile app for business? 
What is Marking Leaves in Field Sales mobile app? 
What is Visiting Head office in Field Sales mobile app? 
What is Working Jointly in Field Sales mobile app? 
What are the steps to Start a Route in Field Sales mobile app? 
What are the steps to create a leave in the CRM? 
How do I create a Head Office meetup event using the mobile app? 
What are the steps for Joint working in the mobile app? 
What are the steps to add a new outlet in the mobile app? 
What is Gamifcation? 
Can I know the order in which participants join a game? 
Does the landing page include a summary of past & future sales activities? 
Does the landing page include an opportunity pipeline block ? 
Does the CRM provide features for capturing call, meeting minutes and outlook meetings (meeting report, participants, key words, follow-up actions, etc) ? 
Can the CRM automatically generate reminders or notifications for upcoming activities or tasks? 
To what extent can the opportunity dedicated section & attributes be customized or configured to meet specific Sales team requirements 
Is this possible to select multiple opportunities for mass editing ? 
"How does the CRM ensure a smooth and efficient opportunity transformation process without disruptions or data duplication? 
Please describe how contact interactions are recorded 
How are the opportunity conversion probability scores integrated into the CRM's interface? How do they assist sales teams in prioritizing and focusing their efforts? 
How does the CRM facilitate the identification and prioritization of high-value opportunities? 
Does Vtiger CRM include yearly Sales action plan capabilities e.g., build up targets per client/segment/strategy/product type etc. ? 
Does Vtiger CRM provide standard KPIs to measure new business activity? 
What functionalities within the Vtiger CRM system best measure the improvement of our Sales Force effectiveness? 
Does the Vtiger CRM include a centralized overview of clients per Sales and associated products? 
Does the Vtiger CRM provide functionality of client interest tags or similar? If so, please describe. Can these tags be manually assigned by users or are they automated based on client activity or data inputs? 
How does the CRM manage multiple sales teams within different Lines of Business coverage of the same client including lead sales, secondary sales, and third-party intermediaries, at both account level (prospect, client) & opportunity level? Please detail 
Does the Client view have a pipeline section allowing tracking and monitoring opportunities and deals specific to each client? 
Does the CRM enable email scheduling communication (e.g., weekly team statistics)? 
What customization options are available when extracting data, such as selecting specific data fields, date ranges, or filtering criteria? 
Does the CRM integrate alert system & notifications when a task is complete/to be completed? Can tasks be assigned for teams/functions/users to complete? 
Can users create and manage dynamic contact lists within the CRM based on a wide range of criteria ? 
Does Vtiger CRM allow to embed within a screen the display of a webpage from a websites ? 
Does Vtiger CRM allow to embed within a screen the display of a webpage from a websites ? 
What is Gamification? 
What is Vtiger’s Gamification module? 
What is Game Settings? 
What are the common elements in Game Settings? 
What are the themes applied in Gamification? 
What are the three groups of Participant’s Eligibility? 
What is Leaderboard in Gamification? 
What are the two types of Visibility of Games? 
What are the two types of Game Modes? 
What are Badges in Gamification? 
Can I trigger actions on Closed records in the Process Designer? 
Sales Return
What is Vtiger CRM Sales Return? 
What are the benefits of Sales Returns? 
How to Install Sales Return? 
How to generate Sales Returns? 
How to create Sales Returns? 
What are Vtiger CRM Workflows for Sales Returns? 
What are automated stock updations for the Products module with Sales Returns? 
Sales modules
How do I select a pipeline for a deal? 
SalesInsights
What are Sales Insights? 
What are the different reports in Sales Insights? 
What are Activity Reports? 
What are Pipeline Performance reports? 
What are Sales Results reports? 
What are Sales Process reports? 
Where can I see my sales charts and graphs? 
What are the Pipeline Values? 
What actions can I perform on a sales chart? 
Where can I find Sales insights? 
SalesOrders
What is a Sales Order in Vtiger CRM? 
When do I use a Sales Order? 
How do I create a Sales Order? 
How do I create a sales order from a deal? 
How do I add a new section to a sales order? 
How do I add a product or a service to a Sales Order? 
How do I share a Sales Order? 
How do I generate a purchase order from a Sales Order? 
How do I generate an invoice from a Sales Order? 
How do I add a document to a Sales Order? 
How do I print a Sales Order? 
How do I change the template of a Sales Order? 
Is Sales Order available in the Sales Starter edition? 
Scheduler
What is the Scheduler? 
How does the Scheduler work in Vtiger? 
Where can I view the Scheduler in Vtiger CRM? 
How are the jobs listed in the Scheduler? 
Can I add a job in the Scheduler? 
How does the Scheduler work? 
The working of a Scheduler seems confusing. Can you explain it? 
What is 'Last Scan Started'? 
Can I change the sequence of the job in a Scheduler? If yes, how can I do it? 
Can I disable a job in the Scheduler? If yes, how can I do it? 
I am viewing a job in the Running status in the Scheduler. Why is that? 
What happens when the Scheduler runs a ' Workflow' job? 
What happens when the 'Send Reminder' job is run by the Scheduler? 
What happens when the 'Email Campaigns' job is run by the Scheduler? 
What happens when the 'Schedule Reports' job is run by the Scheduler? 
Search
What is the Deep Search feature in the CRM? 
Service Contracts
What is a Service Appointment? 
How do I print my Service Contracts? 
Services
What are Services? 
How do I create a Service in Vtiger CRM? 
How do I print the service information? 
Is services available in Sales Enterprise ? 
Where is Services module used? 
How do I create a Quote from a Service? 
How do I create a Sales Order from a Service? 
How do I create a Purchase Order from a Service? 
How do I create a subscription from a Service? 
How do I create an Invoice from a Service? 
How do I change the template of service details before printing? 
How do I change the category of a Service? 
How do I create a Service from Quick Create? 
What is the Expenses module in Vtiger CRM? 
Is the Expenses module available as an add-on in Vtiger CRM? 
Can I record the expenses like food, and travel incurred while closing a deal? 
How do I record the expenses like food, and travel incurred in the Expenses module? 
Is approval needed from Managers for the Expense record created in the Expense module? 
Can I customize the picklist fields in the Expense module? 
How is the Expense module useful for Field Sales agents? 
What are the benefits of the Expense module in Vtiger CRM? 
How do I install the Expense module in Vtiger CRM? 
How do I add picklist fields in the Module Layouts and Fields? 
How do I create an Expense record in the expenses module in Vtiger CRM? 
How do I view an Expense record in the expenses module in Vtiger CRM? 
Settings
How can I access settings in Vtiger CRM? 
How can I change my CRM settings? 
What are Autofill Values from the Email Body in mailroom rules? 
How do I verify the email addresses of users? 
Why should I verify email addresses? 
How do I change my password? 
Can I change the password of other users? 
Where can I find the Access Key for Web Services? 
How do I change the access key for web services? 
Can I log in as another user? 
I need to set up something in the CRM for a colleague. Can I log in to their account? 
Can I delete a user? 
What are the essential steps for activating the Pilot edition? 
Why should I identify a team for configuration? 
Why should I decide the scope of configuration and implementation? 
What should I define in my scope?  
Why should I design the flow? 
How to configure the CRM?  
Why should I test the configuration? 
What do you mean by Masking? 
What is the Masking Add-on in Vtiger CRM? 
What are the two levels that Masking supports? 
What is module-level masking in Vtiger CRM? 
What is role-level masking in Vtiger CRM? 
How does role-based masking help in Vtiger CRM? 
List the modules and features that support Masking. 
How do I mask fields like phone numbers, email addresses, and text fields? 
What are the benefits of Masking in Vtiger CRM? 
How do I install the Masking Add-on in Vtiger CRM? 
How do I mask a phone field in a Contact record? 
How do I mask an email field? 
How do I mask a text field? 
How do I mask for Roles? 
What are the limitations of Masking? 
Can I change the user name of a CRM user? 
How can I prevent the same quote from appearing multiple times in the Reports module? 
Sharing Rules
How do Sharing Rules work when I associate multiple users with the same role? 
How do I add custom sharing rules? 
How many custom sharing rules can I add for a module? 
What are Sharing Rules? 
Is there an exception where users can access records despite restrictions from the sharing rules? 
If I am the owner of a record, do I get full access to the record? 
Which is given priority in the CRM - Sharing Rules or Profiles? 
What are the types of sharing rules available in the CRM? 
What are the different types of permissions I can configure using sharing rules? 
How do I configure sharing rules? 
How do I configure record-level sharing rules? 
What does the record-level access in Sharing Rules mean? 
Who are the owners and co-owners of a record? 
How do I define the co-owners of a record? 
How do I create the co-owner field in a module? 
What is the need for custom sharing rules? 
How are Custom Sharing Rules different from the Public mode?  
I want CRM users to view only their deals, leads, and contacts in the pipeline. What should I do? 
What is Private Sharing Mode as an Add-on? 
How do I limit record visibility for specific users? 
Short URL
What is URL Shortening? 
What is Vtiger Short URL Feature? 
What are the Benefits of Vtiger Short URL Feature? 
How many Short URLs you can generate? 
How many Short URLs are allowed during the trial period? 
What is the Short URL Installation process? 
How to a Generate Short URL? 
What is Short URL - List View? 
What is Short URL - Summary View? 
What is Short URL - Detailed View? 
How to Generate a Short URL for Google Analytics? 
Social
What is Vtiger Social? 
What can I do using Vtiger Social? 
In which editions is Vtiger Social available? 
Can I post messages to multiple social media accounts from Vtiger Social? 
How do I reschedule a post using Social? 
How do I delete a scheduled post from Social? 
Can I edit a post after publishing it using Social? 
What is a comment stream in Vtiger Social used for? 
How do I create a comment stream on Vtiger Social? 
In what situations should I use the record creation options on Social? 
How do I link a contact from Social? 
How do I create a case from Social? 
How do I delete a post? 
What is the Social Inbox? 
Can I filter activities on my Social Inbox? 
How do I disconnect an account from Social? 
How do I remove an account from Social? 
What type of automation does Social allow? 
Why do we need automation rules in Vtiger Social? 
What is Google My Business? 
What is the Google My Business integration with Vtiger Social? 
Which social platforms does Vtiger Social support? 
How do I log in to Google My Business? 
How do I create a Google My Business (GMB) post from Social? 
Can I schedule a post on Google My Business (GMB) using Social? 
Can I post on multiple channels from the Social module? 
How do I reschedule a Google My Business post? 
How do I create a deal from a Google My Business post or review? 
Where do I see viewer queries on the Google My Business page? 
Can I add an FAQ to Google My Business from Social? 
How does Twitter work with Vtiger's Social module? 
Who can access the Social module settings for Twitter 
What can I do on Vtiger Social’s Twitter page? 
How do I use Twitter from the Social module in the CRM? 
How do I authorize my Twitter account in the Social module? 
What are the different sections on the Social Twitter page? 
What is the My Tweets section on the Social module's Twitter page? 
How do I post a Tweet from the Social module in the CRM? 
How do reply to a Tweet? 
How to retweet a Tweet? 
How do I quote a Tweet (share a Tweet)? 
How do I like a Tweet from the Social module screen in the CRM? 
How do I view a  user’s profile on Twitter? 
How do I view the number of retweets and likes from the Twitter Dashboard in the CRM? 
What are Actions in the Twitter Dashboard? 
How do I add a contact from a Tweet using Actions? 
How to select and link a Twitter user to a Contact record? 
How to add a lead from a Tweet using Actions? 
How do I link a Lead from a Tweet to a Lead record in the CRM? 
How to add a deal from a Tweet using Actions? 
How do I add a case using Actions from a Tweet? 
How do I view Contacts, Leads, Deals, and Cases from the Twitter Dashboard in the CRM? 
How do I delete a Tweet from the CRM using Actions? 
What is the Mentions feature on the Vtiger Social Twitter page? 
How do I reply to a Tweet which mentions me or my business? 
How to retweet a Tweet that mentions me or my business? 
How do I share a Tweet that mentions meor my business? 
How do I hit a Like to a tweet that mentions me or my business? 
What is the Scheduled section on the Vtiger Social Twitter page? 
How do I reschedule a scheduled Tweet? 
How do I delete a scheduled Tweet? 
How is the user’s name displayed in Twitter? 
What is the Search Streams feature in Vtiger Social module? 
How can you use Search Streams simultaneously on different channels like Twitter and Instagram? 
What is the Manage Accounts feature on the Vtiger Social Twitter page? 
How do I add a Twitter account to the Social module in Vtiger CRM? 
How do I look at different tweets and mentions from the same screen in the CRM? 
How do I remove my Twitter account from the Social module? 
How do I automate processes for Twitter in the Vtiger CRM?  
What is the Social Inbox in Vtiger CRM 
How do I disable my Twitter account from the Social module? 
What social media accounts can I manage using Vtiger Social? 
Can I automate Social Posts from Process Designer? 
Can I post messages using Social message action in the Process Designer? 
How do I log in to my Facebook account using Social? 
How do I write and publish a post on Facebook using Social? 
How do I schedule a Facebook post using Social? 
Can I like Facebook posts or comments from Social? 
How do I reply to Facebook comments from Social? 
How do I add or link records from Social's Facebook tab to an existing contact? 
How do I add a contact to my Facebook account from the Social module? 
How do I add a lead from Social's Facebook account? 
How do I link a lead from Social's Facebook account? 
How do I add a social media account like Facebook to Social? 
Can I schedule a post on Facebook and Google My Business at the same time? 
I am unable to access my Facebook pages in Vtiger. What should I do? 
Stock Adjustments
What are Vtiger CRM Stock Adjustments? 
What are the benefits of Stock Adjustments? 
How do I install Stock Adjustments? 
How do I access Stock Adjustments? 
What are the features of the Stock Adjustments module? 
How do I create a Stock Adjustment? 
What are the automated stock updations for the Products module with a Stock Adjustment? 
How do I view Stock Adjustment records in the Products Module? 
How do I unlink Stock Adjustment records in the Products Module? 
Stock Reservation
What is Stock Reservation? 
What is Vtiger CRM Stock Reservation? 
What are the benefits of Stock Reservation? 
How do I install Stock Reservations? 
How do I access the Stock Reservation module? 
What are the modules from which you can create Stock Reservations? 
How do I create Stock Reservations? 
What are the automated stock updations for products with Stock Reservations? 
How do I create Stock Reservations via CRM Modules? 
Storage Guard
What is Storage Guard? 
Which usage details can I see in the Usage Details block? 
Which records are considered in Database and Files usage details? 
Will the storage usage data get updated instantly? 
Will I be notified about my storage details every month? 
What can I see in the Usage Details block? 
What can I see in the Configuration block? 
Who can configure the deletion policy? 
Are there any default settings regarding the deletion policy for the Storage Guard? 
For which records can I configure the deletion policy? 
What happens if there is no deletion policy? 
How can I configure the deletion policy? 
How frequently will I be notified about my storage usage? 
How will the Storage Guard calculate the space used? 
When are the old records deleted? 
Will I be notified before data deletion? 
Does the automatic email deletion process delete emails from different sources? 
How are the Storage Limits defined? 
Where can I find Storage Guard in the CRM? 
What are the different details available on the Storage Guard page? 
Is the storage limit different for different editions? 
Is Storage guard available in the Sales Professional edition? 
What can I see in the CRM Records tab? 
Does the record count include Recycle Bin records? 
Can I delete records from the CRM Records tab? 
Is the record count in the CRM Records tab real-time data? 
Why are the number of records in the Contacts module and Storage Guard’s Contacts module different? 
Why are Events and Tasks data not shown separately? 
What can I see in the Mailbox Email Attachments tab? 
Which type of mailboxes are shown in the Mailbox Email Attachments tab? 
Is the data shown in the Mailbox Email Attachments tab real-time data? 
How are the emails counted and displayed in the Mailbox Email Attachments tab? 
Why is the size not shown for a few records? 
Can we delete a mailbox from the Mailbox Email Attachments tab? 
What can I see in the All Other Files tab? 
Is the data shown in the All Other Files tab real-time data? 
How many attachments are shown per page? 
Do you show Inbox’s personal mailbox attachments in the All Other Files tab? 
Can I filter the records in the All Other Files tab? 
Can I download files from the Storage Guard? 
How many files can I download at a time? 
How can I download the files? 
How can I delete the files? 
After deleting a file, will storage usage details get updated instantly? 
How many files can I delete at a time? 
Will deleting a file from the All Other Files tab delete the record permanently? 
Can I restore the deleted files? 
Can I see who deleted the files? 
Can I see which file was deleted? 
What will happen if I exceed the storage space? 
What is the cost for exceeded storage? 
From when will I be billed for the exceeded storage? 
How will I be billed for excess storage? 
Why am I suddenly being billed from Feb 1st for exceeded storage? 
How can I clear the current storage space so that I won’t be billed? 
What is the storage limit per account for the storage guard? 
Where can I see my storage usage? 
Subscriptions
What is the use of subscriptions? 
How do I keep track of payments made to subscriptions? 
What are the payment methods available for Subscriptions? 
Is the Subscriptions module available in the Sales Professional edition? 
How do I install the Subscriptions module? 
What are the prerequisites required for Subscriptions? 
How do I configure Autopay? 
Why do I configure retry rules? 
Is the Subscriptions module available by default? 
How do I make my Subscription last forever? 
How do I configure retry rules in Subscriptions? 
What is a pause, suspend, and resume in Subscriptions? 
How do I send an activation link to a customer? 
How do I create a subscription? 
How do I add a subscription from a quote? 
How do I create a subscription from the Services module? 
How do I create a subscription on a bi-weekly basis? 
What are the frequency and recurrence in Subscriptions? 
How do I activate a subscription? 
How do I add a product or a service to a subscription? 
How do I add a section to a subscription? 
Can a subscription have multiple invoices? 
What happens when a transaction for a subscription fails? 
What happens when a transaction for a subscription is successful? 
How do I share a subscription? 
How do I generate an invoice from a subscription? 
How do I export a subscription record? 
How do I print a subscription? 
How do I change the template of a subscription? 
What is the use of One View in Subscriptions? 
What are transactions? 
How do I create a transaction to an invoice? 
How do I create a transaction with a payment? 
How do I know when a subscription is activated? 
When do I configure Autopay? 
How do I enable auto-payment without a payment gateway? 
Can I add frequency and recurrence fields while creating a subscription? 
What will the Invoice created from subscriptions display? 
Summary View
Can I approve a record from the Summary view? 
How can I export a record from the Summary View? 
How can I add a tag from Summary view? 
What is the Summary View? 
How to share a document from the Summary View? 
Can I set Summary View as my default screen to view records? 
What does the +New button do? 
Where can I find who changed a value in a record? 
Does the landing page include an activity prioritization block (e.g., features to support Sales in its to-do prioritization)? 
Support modules
Where can I see Vtiger Help documentation? 
Does Vtiger support Happy OTP? 
Surveys
Are surveys available in all Vtiger editions? 
How do I create an external survey? 
What is the purpose of a CSAT Survey in Vtiger? 
What are the available question formats in a CSAT Survey? 
Can CSAT Surveys be triggered automatically? 
Can I preview the CSAT Survey before it is sent out? 
How do I create a CSAT Survey in Vtiger CRM? 
How do I view CSAT Survey responses in Vtiger CRM? 
How do I edit an existing CSAT Survey? 
How do I deactivate a CSAT Survey in Vtiger CRM? 
How do I delete a CSAT Survey in Vtiger CRM? 
Which Vtiger CRM modules support CSAT Surveys? 
How do I send an Internal Survey link? 
How do I send an External Survey link? 
How do I install the Survey module? 
How do I preview a survey? 
How do I insert a survey link into the email body? 
How do I close a survey? 
How do I view survey responses? 
What is a Survey? 
How do I create an internal survey? 
Why do I need to add logic to a survey question? 
What are the different survey types? 
What types of survey questions can I create? 
How do I add logic to a survey question? 
Tags
What are Tags? 
What are the types of Tags? 
How can I add a tag? 
How do I rename a tag? 
How do I delete a tag? 
How can I unlink a tag? 
How can I add a tag from the List View? 
Where can I find the list of all tags? 
How do I change a private tag to a shared tag? 
How can I add a tag from the Summary View? 
Can I add multiple tags at once? 
How can I create a list of records that have the same tag? 
Tally
Can I link a Sales Order to an Invoice from Tally? 
My Tally to Vtiger Sync process often slows down. What do I do? 
Can I sync more than 500 vouchers from Tally to Vtiger? 
What is the module level reset option in Tally? 
How does the Sync direction at the module level help in Tally? 
Can I disable the data sync between Tally and Vtiger CRM? 
What are the prerequisites to sync data between Tally and Vtiger? 
How are Ledgers groups from tally synced to Vtiger? 
What if the ledger values in invoices and sales orders are incorrect in Tally? 
Where are Sundry Debtors in Tally mapped in Vtiger? 
What are CGST and IGST fields mapped in Vtiger? 
What happens when you copy stock items from Tally to Vtiger? 
What is the difference between Instate and Out-of-state based on the company and Ledger (Org) locations? 
How are taxes from Tally synced to Vtiger? 
Where is the Closing stock under the stock summary report in Tally synced in Vtiger? 
Where are the Sales vouchers of Tally synced in Vtiger? 
Where are Discount ledgers in Tally synced in Vtiger? 
How does the sync process between Vtiger and Tally work in the GSTIN field? 
What does it mean to sync adjustments as rounded-off values to Tally? 
What is the Field Mapping from Go-down to Stockroom in Tally? 
What is the Field Mapping for Purchase Orders module in Tally? 
What is the Field Mapping for Receipt Notes module in Tally? 
Why are none of my records syncing, and why is the sync log empty? 
What does Permission to perform the operation is denied mean? 
How do I fix a VTC File parse error? 
Why are invoices or sales orders skipped with an incorrect or empty ledger message? 
Why are receipt notes or purchase orders skipped with an incorrect or empty ledger message? 
What does Vtiger Invoices must be linked to an organization mean? 
How do I resolve the Voucher totals do not match error? 
How do I fix the Record you are trying to access is not found error? 
Why are taxes in Vtiger invoices not syncing with Tally? 
What does "Selected organization in the record is not available in mapped tally company" mean? 
How do I resolve the "Please select the Tally company to sync the record" error? 
Do I need to install any specific software before using the Vtiger Tally Connector? 
Where can I download the Vtiger Tally Connector files? 
Which add-ons should I install in Vtiger for the Tally integration? 
What is the VTC file, and how do I configure it? 
What Tally ledgers are mapped to Vtiger modules? 
What is the e-Invoice Details block in Tally? 
What fields are included in the e-Invoice Details block? 
Are e-Invoice fields in Tally mapped automatically during synchronization? 
How are additional charges like packing, forwarding, and freight handled in Tally? 
What happens if I add multiple charges in an inventory record and sync it back to Tally? 
What stock item details from Tally can be synced to Vtiger Products? 
What e-invoice details from Tally can be synced to Vtiger Invoices? 
Can Tally stock be reflected in Vtiger CRM without enabling Inventory Add-on? 
Targets
What is the Targets Add-on in Vtiger CRM? 
Who can set targets in the Targets module? 
Can Targets be set on a monthly and quarterly basis? 
What are the three target values in the Targets module? 
What does the Target module List view display? 
What is the purpose of Filters in the Target module List view? 
What actions can you perform in the Target module List view? 
What are the benefits of the Targets add-on? 
How do I install the Targets add-on? 
How do I access the Targets add-on? 
Can I add targets to line items? 
As an Admin, can I edit the target records created by other users in vtiger CRM? 
Can I set quotas for users who do not directly report to me? 
How can I view the progress of a user towards their target? 
Is it possible to revise targets once they have been set? 
Tasks
What is Task sequencing? 
What is a Task? 
What are the dependencies between a subtask and a previous task? 
What is the impact of business hours on Task duration? 
What is a parent Task? 
How do I delete a task? 
How do I set up reminders for my Tasks? 
How do I mass edit tasks?  
How do I track time spent on a Task? 
How do I use a Timelog? 
How do I create invoices for a billable task? 
What are the dependencies between Parent Tasks and Subtasks? 
Can I see a Due Date in a Parent Task record? 
How do I create a Previous Task? 
How do I create a Parent Task? 
How do I create a Subtask? 
How do I access Tasks? 
How do I create a Task? 
What is an example of Task Sequencing? 
Tax Management
What are taxes? 
Why should I use Vtiger's Tax Management? 
Is Tax Management available in the Sales Starter edition? 
Where do I find Tax Management in Vtiger CRM? 
What is a group tax? 
How do I set the Tax Mode separately in the records? 
How do I set the default Tax Mode? 
What is individual tax? 
What are tax types in Vtiger CRM? 
What is Simple Tax? 
What is a Simple Fixed tax? 
What is a Simple Variable tax? 
What is Compound tax? 
What is a Compound Fixed tax? 
What is a Compound Variable tax? 
Can I change the tax type? 
What is Deducted tax? 
How do I add a tax? 
How many taxes can I apply at a time? 
How do I add taxes for a line item? 
What do I do if I don't want a tax setting? 
Why can't I edit the taxes? 
Where do taxes appear? 
What are the charges of a tax? 
Where do charges appear? 
What is the direct price in charges? 
What is the percentage of charges? 
What are the two types of charges in Vtiger CRM? 
How can charges be applied to specific regions? 
What is a charge value? 
Why do I add a charge for a tax? 
How do I add a new tax? 
How do I add a charge in a charge? 
Can a charge have a deducted tax? 
Can a charge contain a compound tax? 
What is the tax for the charge? 
How do I add a tax for a charge? 
How many taxes can a charge have? 
Are there any restrictions for creating a charge? 
What is a tax region? 
Where do tax regions appear? 
How do I delete a tax region? 
Why can't I see the tax region in invoices? 
How do I add a tax region? 
How is the tax calculated when the tax region is specified in individual tax mode? 
How is the tax calculated when the tax region is specified in group tax mode? 
How is the tax calculated when the tax region is not specified? 
How do I set taxes individually on products and services? 
Where is the Shipping and Handling tax merge tag in print templates? 
What does setting the Tax Type field to Read or Read/Write mean? 
Can I delete a tax value after I added it? 
What steps should we take to ensure no tax is applied to the quote? 
Terms and Conditions for Inventory
How do I add terms related to my company's policies to the Inventory module in Vtiger CRM? 
Why do I add terms and conditions for inventory? 
Where do I find the terms and conditions in the CRM? 
How do I add the terms and conditions? 
Where do I set the default Terms and Conditions for Quotes? 
How do I change the Terms and Conditions of Invoices? 
How do I change the Terms and Conditions of the Purchase Order? 
How do I change the Terms and Conditions of Sales Orders? 
Timelogs
What are Timelogs? 
What are the benefits of Timelogs? 
Can I use Timelogs for the Events module? 
Why is Timelogs useful for Project Management? 
Is Timelogs available in the Sales Starter edition? 
How do I log time for an ongoing activity? 
I am currently working on a task. How do I track time for this task? 
How do I create a Timelog? 
How do I create a Timelog record when I am in a hurry? 
I just finished working on a task. How do I create a Timelog from the task? 
How do I create a Timelog from the Cases Summary View? 
Why can't I edit the status of my Timelog? 
I am not able to log time for two tasks simultaneously. What should I do? 
I just created a timelog, and it is in the Completed state. Can I change the status? 
Can I have three Timelogs for a task? 
Why am I not able to make my timelog billable? 
What are the different ways of billing a task? 
How do I create a Billable task? 
Is it mandatory to have a service for a billable task? 
How do I log time for a billable task? 
What happens when I change a task from billable to non-billable? 
What happens when I change a task from non-billable to billable? 
When do I have to mark a task as 'Is Billable'? 
Can I pause the work on four Timelogs together? 
Does Vtiger offer Resource-based billing? 
What is Timelog for admin users? 
Can I create Workflows for the Timelogs module? 
What happens when Workflows are created in Timelogs? 
Touchpoint
What are customer touchpoints? 
Which are the direct touchpoints in Vtiger CRM? 
Which are the indirect touchpoints in Vtiger CRM? 
How are touchpoints used in Vtiger CRM? 
Where can I view the details of touchpoints with customers? 
Can I assign touchpoints manually? 
Trackers
What are Trackers in Web Chats? 
How can I create a Tracker? 
Can I have more than one tracker code for my website? 
How do I disable a tracker code temporarily? 
I am already seeing one tracker code in the list. Why is that? 
What is Website Tracking? 
How do I enable tracking? 
Twilio
Does Twilio support MMS messages? 
Usage Details
Where can I see my CRM resource utilization? 
What does the Usage Details setting do? 
Where can I see the Usage Details settings? 
Whar are the metrics visible in Usage Details? 
What are the different colors in Usage details metrics? 
Does the Emails metric in Usage details include email campaigns? 
Will the Usage Details metrics update every day? 
How are the limits calculated in Usage Details? 
Can I see the API calls Usage Details? 
What information can I see in the API usage chart in Usage Details? 
Does the record counter include logins and internal records that can't be deleted? 
User Login History
Where can I find the login history? 
Can I see a user's sign-in and sign-out time in the CRM? 
Can I know how long a user spent time working on the CRM? 
What information does a user's login history provide? 
What is login history? 
Users
How do I hide select fields from a user? 
How do I add a new license (user) in Vtiger CRM? 
Can I add Single App users as co-owners of records? 
Can I add Light Agent users as Co-owners? 
How do I add the co-owners field to a module? 
Can I change the password for multiple users simultaneously? 
Who is a user? 
Is every employee a user? 
How do I create a user record with an existing employee record? 
Is there a limit on the number of users I can have in my Vtiger account? 
What are the types of users in Vtiger CRM? 
How do I import users into the CRM? 
How do I import users using the Import module? 
How do I know who my CRM account owner is? 
Can I transfer account ownership to any user? 
I don't see the option to transfer CRM account ownership. 
What does it mean to suspend a user? 
How do I suspend a user? 
Why can I not import the Single App and Light Agent users into the CRM? 
How do I assign a role to a user? 
Can all users delete records? 
I am unable to create Light Agent and Single App, users. 
Can I import Single App users in the Sales Enterprise edition? 
What is a Standard user? 
What is an Admin user? 
What is a Light Agent user? 
What is a Single App user? 
Can I transfer related records to any user when transferring the ownership of a contact or organization? 
Can I transfer ownership to any user while suspending a user? 
How do I identify users with different roles? 
How do I give permission to export records to a user? 
How do I give permission to import records to a user? 
What is the length limit for the Users module's First and Last names fields? 
How do I distinguish Sharing Rules, Profiles, and Roles? 
What happens when you suspend a user from the CRM? 
What do I do after suspending a user in CRM? 
What are the date fields available for user records in Vtiger CRM? 
What is a Platform User? 
Can a Platform User own records or submit approvals? 
Can Platform Users be selected as "Report To" users? 
Can Platform Users log in to the CRM web interface? 
Is it possible to import or export Platform User data? 
How do I suspend a user in the CRM? 
How do I create (add) users? 
What are the different user types in Vtiger CRM? 
How do I change a user’s password in Vtiger CRM? 
How do I transfer the ownership of the CRM account? 
What is the maximum number of Users allowed in Vtiger? 
Can I use a merge tag to insert a user's signature in an email? 
How is billing calculated for users added after the subscription starts? 
How do I change the primary email address of a user? 
How do I change a user’s username in Vtiger CRM? 
How do I reactivate an inactive or suspended user? 
How to resolve the 'User Already Exists or Was Previously Deleted' error when adding a user in Vtiger? 
How do I change the user’s details in Vtiger CRM? 
How do I change the username of CRM account owner? 
VTAP
What is VTAP? 
What tools VTAP provides? 
What is Module Designer? 
What is API Designer? 
Where can I find documentation for VTAP? 
Which editions and version supports VTAP? 
What is the pricing of VTAP? 
What happens to customization done using Customizer in V7 version? 
How to get in touch with Platform team? 
What is the intent of Developer edition? 
What is Vtiger’s Add-on Publisher? 
Is Add-ons Publisher available in all the CRM editions? 
How do I publish Email Template add-ons? 
How do I publish any other module as an add-on? 
How do I update a published add-on? 
How do I test an add-on? 
What are the limitations of the Add-ons Publisher? 
Which different add-on features can I publish? 
What can a developer publish using Add-on Publisher? 
What are the conditions for updating a published add-on? 
What are the prerequisites for publishing an add-on? 
What is an Insights Designer? 
What is the use of Insigts Designer in Vtiger CRM? 
What are the queries in Insights Designer? 
What are the components of the Insight Designer? 
What are the components of a Widget in Insights Designer? 
What is the Input tab in Insights Designer? 
What is the Transfer tab in Insights Designer? 
What is the Output tab in Insights Designer? 
What are the benefits of using the Insights Designer? 
How do I access the Insights Designer in Vtiger CRM? 
How do I create an Insights page? 
How do I enable filters for a report? 
How do I pin an Insight to the Dashboard? 
Is Raw Query support available by default? 
In which editions of Vtiger CRM is the VTAP - App Creator available? 
Can I set access to my custom apps? 
What are Line Item Fields in Insights Designer? 
What are Server Scripts and Jobs in Vtiger CRM? 
What is a Server Script? 
What are Server jobs? 
How do I create a Server job? 
What are the different helper methods to write server scripts? 
What is the Debugging method to write Server scripts? 
What are HTTP methods to write server scripts? 
What is Vtiger REST API method to write server scripts? 
How to write code for Server Scripts and Jobs? 
How to write a script for a server job to update stocks weekly in the warehouse system? 
How to write a script for a server job for importing daily leads from a file? 
How to write a server script to set case SLA by created day? 
How to write a server script to calculate the outstanding invoice amount? 
How to write a server script for contact email validation and data enrichment? 
how to write a server script to update the credit score of a contact? 
How can I delete a UI component in the Module Designer? 
What is OAuth support in Virtual Modules? 
How does OAuth work at the individual user level? 
Can multiple users have separate OAuth connections to the same application? 
How does OAuth work at the group level? 
Can users in a group modify OAuth settings? 
Where can I configure OAuth access settings? 
What are the benefits of using the API Designer in Vtiger CRM? 
What actions can I perform using the API Designer? 
How can I trigger API actions in Vtiger from a third-party app? 
How do I perform API actions through a Webhook in Vtiger CRM? 
What is Webhook authentication? 
Vendors
Who is a vendor? 
What is the role of vendors in the sales process? 
Is the Vendors module available in the Sales Professional edition? 
How do I create a vendor record? 
How do I add a product to a Vendor record? 
How do I add a purchase order to a vendor record? 
How do I add a contact to a vendor record? 
How do I export or print a Vendor record? 
How do I create a vendor from Quick Create? 
How do I view existing Vendors? 
What details does a Vendor record store? 
Vtiger
Can all custom features and data from our open-source version be fully replicated onto a new CRM platform? 
Vtiger Buzz
What is Vtiger Buzz 
How do I use Vtiger Buzz? 
What information can I view using Vtiger Buzz? 
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? 
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 makes Vtiger a unified product? 
How does Vtiger’s One View feature help organizations? 
Is Vtiger adaptable to different business sizes and industries? 
Where can I find the pricing of Vtiger CRM? 
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? 
Where is Vtiger located? 
What is the price of One Growth edition in Vtiger? 
What is the cost of One Pilot edition in Vtiger? 
What is the price of the One AI edition in Vtiger? 
What is the cost of One Professional edition in Vtiger? 
What is the price of One Enterprise edition in Vtiger? 
Will Vtiger CRM still work effectively if my business grows? 
How secure is Vtiger CRM? 
How do I change my Vtiger edition? 
Can I downgrade to the Vtiger One Pilot Edition? 
Who is eligible to use Vtiger CRM within my team? 
Can I use Vtiger for marketing? 
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? 
What is Vtiger CRM? 
Can I switch between plans later in Vtiger? 
Is there a free trial available before purchasing? 
What paid editions are available in Vtiger CRM? 
Vtiger CRM bot
Can I add the Vtiger CRM bot in Google Chats? 
Why should I use the Vtiger CRM bot in Google Chats? 
Should I be a Vtiger user to use the Vtiger CRM bot? 
Is the Vtiger CRM bot available in the Sales Starter edition? 
How can I use the Vtiger CRM bot in Google Chats? 
How can I add the Vtiger CRM bot as a chat? 
How can I add the Vtiger CRM bot in chats and rooms? 
How can I remove the Vtiger CRM bot as a chat? 
How can I remove the Vtiger CRM bot in chats and rooms? 
Which commands should I use for Vtiger CRM bot in Google Chats? 
Can I get a list of all the commands to be used in Vtiger CRM bot in Google Chats? 
Can I get a record from any module in the Vtiger CRM bot in Google Chats? 
Can I change the pattern of the command in the Vtiger CRM bot in Google Chats? 
Why am I seeing only a few results in the Vtiger CRM bot in Google Chats? 
Can I use the Vtiger CRM bot even if I am not a Vtiger CRM user? 
What is a Chatbot? 
What is Natural Language Processing (NLP) in Chatbot? 
What is the role of Artificial Intelligence (AI) in Chatbot? 
Where do I find the Chatbot? 
How do I use or interact with the Chatbot? 
What are the components of the Chatbot feature? 
How do I create a Chatbot for an Organization? 
What is a Chatbot Dictionary? 
What is a Chatbot Training? 
What are the three options based on which the Chatbot screen will be available on the website screen? 
How do I add FAQs in the FAQ editor? 
How do I configure the Chatbot? 
What is Mishit Count in Chatbot? 
What are the components of the Chatbot feature? 
How do I create a Chatbot for an Organization? 
What is a Chatbot Dictionary? 
What is a Chatbot Training? 
What are the three options based on which the Chatbot screen will be available on the website screen? 
What is Mishit Count in Chatbot? 
How do I configure the Chatbot? 
How do I use or interact with the Chatbot? 
Where do I find the Chatbot? 
What is the role of Artificial Intelligence (AI) in Chatbot? 
What is Natural Language Processing (NLP) in Chatbot? 
What is a Chatbot? 
Is Vtiger Affordable? 
Vtiger Enrich
Why should I integrate LinkedIn and Vtiger CRM? 
What is Vtiger Enrich? 
What are the benefits of using Vtiger Enrich? 
Is Vtiger Enrich available for the Sales Professional edition? 
How do I integrate LinkedIn and Vtiger CRM? 
How do I add Vtiger Enrich to Chrome? 
Why should I install the LinkedIn extension in Vtiger? 
Will I be charged for installing the LinkedIn extension in Vtiger CRM? 
How do I install the LinkedIn extension in Vtiger CRM? 
How do I find the contacts in Vtiger Enrich? 
How do I see the contacts outside of my organization? 
How do I create a contact from a LinkedIn profile using Vtiger Enrich? 
Can I create an organization record from Vtiger Enrich? 
How do I update a contact in Vtiger Enrich? 
How do I import contacts using Vtiger Enrich? 
Can I add an event or task from Vtiger Enrich? 
Is Enrich available with LinkedIn's Sales Navigator? 
How do I disable LinkedIn from Vtiger CRM? 
How do I remove Vtiger Enrich from Chrome? 
How do I uninstall the LinkedIn extension in Vtiger CRM? 
VtigerInventory
What is the Vtiger Inventory Add-on feature? 
What modules does Inventory Add-on contain?  
What are the components of the Inventory Add-on? 
For which editions of Vtiger CRM is the Inventory Add-on available? 
How do I install the Inventory Add-on? 
Weatherapp
How does Weatherapp display the weather details? 
What are the modules where Weatherapp is available? 
What is Weatherapp feature built using? 
What are the benefits of using Weatherapp? 
What are the prerequisites to integrate OpenWeather with Vtiger CRM? 
How to install Weatherapp? 
How to Integrate OpenWeather with Vtiger CRM? 
How to access Weatherapp in CRM? 
How to custom search in Weatherapp? 
How to disable Weatherapp? 
Web Chats
What are Live Chats? 
Is Live Chats available in the Sales Professional edition? 
How do I install Live Chats module? 
How do I activate the Live chat widget on my website? 
What is the importance of the Live Chat widget? 
How do I customize the live chat widget to my needs? 
What is the Live Chat console? 
What is the green tick mark beside the client's photo? 
What actions can an agent take in the chat window? 
Can I see the location of the client in the Live Chat console? 
What are transcripts? Where do I find it? 
How do I go back to the Live chat console from List View? 
Who are agents in Live Chats? 
Do I get a link to the chat record? 
How do I add a case from a chat? 
Can I add a deal from a chat? 
What does One View in Live Chats show? 
How do I track the performance of my agents? 
How do I see a client's feedback? 
How do I, as a reviewer, give feedback to the agents? 
Where do I see a chat's metrics? 
What metrics of Live Chats do I see from the Reports module? 
Is the Live Chats module available by default in the CRM? 
What are the main features of the Live Chat widget? 
Why do I configure the Live Chat widget? 
Why am I seeing a smiley beside the chat number? 
How do I send a transcript to the client? 
Who are the clients in Live Chats? 
What is a Tracker code in Live Chats? 
What do Pages Visited show in Live Chats? 
Can the customers automatically view answers in the widget? 
I can see green dots next to a client's name. What does this mean? 
What do the numbers in a chat list indicate? 
How do I know the source of the customer? 
What is the difference between the Busy and Offline statuses of an agent? 
Can an agent transfer their chat to another agent? 
Can an agent view the chats assigned to another agent? 
What happens when an agent goes offline? 
What is the difference between the New and Open status of a chat? 
How do I know when a client replies to me? 
How do I add a tag to a chat record? 
What does the bulb icon do in Live Chats? 
What are the tick marks in the chat window? 
Can I send images to the client from the chat window? 
Can I open an active chat in a new tab? 
How do I send images to the client from the chat window? 
Why do I integrate Facebook with Live Chats? 
I have a Facebook account, is that enough for Live Chats? 
How do I configure Facebook's integration with Web Chats? 
How do I check whether the Facebook integration with Live Chats is working? 
How do I activate Webchats? 
How do I keep a chat conversation open without closing it? 
Webex
What is Webex Meetings? 
What are the benefits of Webex and Vtiger CRM integration? 
How do I activate Webex Meetings in Vtiger CRM? 
How do I access Webex Meetings in the CRM? 
How do I create a meeting (event) with Webex Meetings from the Events module? 
How is the participant status updated for an event with Mebex Meetings? 
Can I get the recording link of the Webex meeting? 
How do I create a meeting (event) with Webex Meetings as an option in the CRM? 
How do I send a Webex meeting link in an email? 
How do I create a Webex meeting from the Web Chats module? 
How do I deactivate Webex Meetings in the CRM? 
What is Webex Spaces? 
What are the benefits of integrating Webex Meetings with Vtiger CRM? 
How do I activate Vtiger in Webex Spaces? 
What can I do using the Vtiger app in Webex Spaces? 
How can I use Vtiger Bot while chatting in Webex Spaces? 
Webforms
What are Vtiger Webforms? 
Which CRM records can I create using Webforms? 
How does a Webform function? 
What is Primary Module in Webforms? 
What is Return URL in Webforms? 
What are Webforms used for? 
How do I create a webform? 
How does User Assignment work in Webforms? 
How do I specify what fields to add to a webform? 
Can I test a webform before using it? 
How do I provide an option to upload documents through a webform? 
What do the options under Duplicate Handling in a webform mean? 
A Webform, when submitted, is not redirected to the return URL in a mobile browser. 
I do not want a mandatory field to display in a Webform. What should I do? 
How do I create an Autoresponder email to send to leads after Webform submission? 
When a record is created via a Webform, is an email sent to the Webform user? 
Can I modify a Webform's HTML code? 
What parameters must I maintain in the HTML code if I modify it? 
What happens if I make a webform's status Inactive? 
How do I enable Round Robin auto-assignment of records in a Webform? 
How do I get webform code? 
How do I display a Webform on my website? 
How do opt-in values in the CRM change on webform submission? 
Can I obtain consent through a Webform to send promotional emails to my contacts? 
How do I link an existing webform on my website with Vtiger? 
How do I integrate an existing Webform? 
What happens when a Contact submits a Webform without opting for email marketing? 
How do I update CRM records through webforms? 
How do Override values in Webforms work? 
What is the WebActivity module in Vtiger CRM? 
What is the WebActivity Timeline? 
What is Page Scoring? 
What is WebActivity Engagements? 
What are the benefits of Website Tracking? 
How do I enable Tracking? 
How do I convert visitors to Contacts? 
How do I enable Website Scoring? 
How do I access Website Score for a Contact? 
How do I install the Web Activity module? 
How do I enable Websense Tracker? 
What is the purpose of Blocked IPs in Webforms? 
What are Hidden Fields in Vtiger CRM? 
What is the purpose of Hidden Fields in Vtiger CRM? 
How do I configure Hidden Fields in Vtiger CRM? 
Is there a limit to the number of Hidden Fields I can add? 
What is a URL parameter? 
How does Hidden Fields work? 
What is Hidden Field script? 
How do I embed the Hidden Field script? 
What is a UTM parameter? 
What is the purpose of UTM parameters? 
How do I use UTM parameters? 
What are the troubleshooting tips for Webforms in Vtiger CRM? 
Why is my webform showing an error when submitting? 
How do I integrate a Vtiger Webform with WordPress? 
How to capture my contacts from a website form to Vtiger? 
Webhook
What do the log statuses of a Webhook call define? 
Can I send a Webhook API request in array format? 
How do I send a Webhook API request in array format? 
Can I send related module information using Webhook? 
How many related modules can I add to a webhook while sending information? 
How do I add related modules to a webhook? 
WhatsApp Integration
What is Clickatell? 
What is the WhatsApp integration with Clickatell for Vtiger CRM? 
Can I configure WhatsApp with Clickatell integration in Vtiger CRM? 
What are the benefits of integrating WhatsApp and Clickatell with Vtiger CRM? 
What are the prerequisites to integrate Clickatell with Vtiger CRM? 
How do I Install Clickatell Extension In Vtiger CRM? 
How do I configure WhatsApp with Clickatell for Vtiger CRM? 
How do I disable WhatsApp integration with Clickatell? 
What is Gupshup? 
What is WhatsApp integration with Gupshup for Vtiger CRM? 
Can I configure WhatsApp with Gupshup in Vtiger CRM? 
What are the benefits of integrating WhatsApp and Gupshup with Vtiger CRM? 
What are the prerequisites for integrating Gupshup with Vtiger CRM? 
How do I install the Gupshup extension in Vtiger CRM? 
How do I configure WhatsApp with Gupshup for Vtiger CRM? 
How do I send WhatsApp messages using Clickatell from Vtiger CRM? 
How do I use Gupshup WhatsApp templates in Vtiger CRM? 
How do I disable WhatsApp integration with Gupshup? 
How do I send WhatsApp messages using Gupshup from Vtiger CRM? 
What is Wablas? 
What is the WhatsApp - Wablas integration for Vtiger CRM? 
What are the benefits of Vtiger and Wablas integration? 
How do I install Wablas as a service provider in the CRM? 
Where is Wablas available as a WhatsApp service provider in the CRM? 
How do I integrate Wablas with Vtiger CRM? 
How do I send a WhatsApp message from the CRM using Wablas? 
How do I send a WhatsApp message using Wablas from the CRM List View? 
How to send a message using Wablas from the Summary View? 
How do I view WhatsApp-Wablas records in the CRM? 
How do I view WhatsApp records for Wablas from the WhatsApp module? 
How do I view WhatsApp records for Wablas from a module? 
What are the WhatsApp opt-in settings available for Clickatell in Vtiger CRM? 
How do I create Clickatell WhatsApp Templates for WhatsApp messaging? 
Where can I see WhatsApp - Clickatell records in the CRM? 
Can One Professional Edition users integrate WhatsApp with Gupshup? 
How do I integrate my personal number into the app? 
What are the limitations of WhatsApp Personal number integration? 
What is WhatsApp personal number integration in Vtiger CRM? 
What are the limitations of WhatsApp personal number integration? 
What are the benefits of using WhatsApp personal number integration? 
What is the WhatsApp notification tracker? 
What is WhatsApp Business API? 
What is Notification access? 
Can I install the Vtiger Mobile CRM app on my phone? 
How do I install Vtiger Mobile CRM on my mobile? 
Where do I find the Vtiger CRM app on installation? 
How do I set up a personal WhatsApp number in the Vtiger CRM app? 
How do I send a WhatsApp message from the Vtiger Mobile CRM app? 
How do I use WhatsApp templates to send WhatsApp messages? 
Will the Vtiger track my personal WhatsApp messages? 
Should the Vtiger CRM app be active or running in the background to track WhatsApp messages? 
Can I send or view attachments? 
Will I be charged for sending messages? 
Should I buy WhatsApp API for sending messages from the app? 
Is the WhatsApp Mobile CRM app available for Android and iOS mobile phones? 
What is WATI? 
Explain WATI Integration with Vtiger CRM. 
What are the benefits of WATI Integration with Vtiger CRM? 
How do I integrate WhatsApp with WATI in Vtiger CRM? 
How do I install the WATI Add-on in Vtiger CRM? 
How do I configure WATI in the WhatsApp module? 
How do I add webhooks for Incoming Callback? 
How do I add webhooks for Status Callback? 
How do I create templates in the WATI platform? 
How do I send messages from the CRM using WATI? 
What is Ampala Info Services? 
What is the WhatsApp Integration with Ampala? 
Can I configure WhatsApp Integration with Ampala? 
What are the benefits of using WhatsApp Integration with Ampala? 
How do I install Ampala in Vtiger CRM? 
How do I configure WhatsApp and Ampala in Vtiger CRM? 
How do I send WhatsApp messages from List View? 
How do I send a WhatsApp message from the Summary View? 
How do I reply to WhatsApp messages from Summary View? 
Where can I view all WhatsApp message records in the CRM? 
Can I send messages using other WhatsApp templates? 
How do I create WhatsApp Templates in Ampala? 
How do I sync Ampala WhatsApp approved Templates in Vtiger? 
What are the available webhook events in Wati WhatsApp integration? 
How does the system identify and link customer replies to specific messages? 
How do I create a Pinnacle Teleservices account for WhatsApp integration? 
How do I install the Pinnacle add-on in Vtiger CRM? 
How do I add Pinnacle as a provider in Vtiger CRM? 
How do I create WhatsApp message templates in Pinnacle? 
How long does it take for WhatsApp templates to get approved in Pinnacle? 
How do I sync WhatsApp templates from Pinnacle to Vtiger CRM? 
Where can I view the WhatsApp templates synced from Pinnacle in Vtiger? 
How do I edit WhatsApp templates synced from Pinnacle in Vtiger? 
How do Merge Fields work in WhatsApp templates? 
How do I delete a Pinnacle WhatsApp account in Vtiger? 
How do I deactivate Pinnacle WhatsApp in Vtiger? 
What are the benefits of using WhatsApp with Live Chats? 
What are the requirements for WhatsApp integration in Vtiger Live Chats? 
Can I use my WhatsApp number with other service providers after integrating with Twilio? 
How do I respond to WhatsApp messages in Live Chats? 
How do I enable WhatsApp in the Websense Widget for Live Chats? 
Can agents initiate WhatsApp messages from Vtiger CRM? 
Whatsapp
Can I use the CRM to send WhatsApp messages? 
Can I use WhatsApp from all the modules in the CRM? 
Can I send a WhatsApp message to my contact from the CRM? 
Can I simply install and start using WhatsApp? 
I have a Twilio number. Can I connect my WhatsApp to the CRM? 
Can I use my Facebook account to integrate my WhatsApp with Twilio? 
How do I connect Twilio with WhatsApp? 
How do I install WhatsApp in the CRM? 
How do I configure WhatsApp in Vtiger CRM? 
How do I send a WhatsApp message from the CRM? 
What kind of WhatsApp messages can I send from the CRM? 
Can I send a standard or a common message through WhatsApp? 
How do I create standard message templates for WhatsApp + Twilio? 
Can I send a document along with my WhatsApp message? 
How can I attach a document with my WhatsApp message? 
My WhatsApp messages look plain. How do I change the format of my WhatsApp messages? 
Where can I see all the WhatsApp messages I have sent or received in the CRM? 
How do I know if the WhatsApp message I have sent has been received? 
Can I create WhatsApp messages for approval notifications? 
What are the limitations or conditions for sending WhatsApp messages from the CRM? 
What is the use of WhatsApp in the Vtiger CRM mobile app? 
What is the Whatsapp integration with IMI Mobile for Vtiger CRM? 
Who can configure Whatsapp with IMI Mobile in Vtiger CRM? 
What are the benefits of integrating WhatsApp and IMI Mobile with Vtiger? 
How do I use IMI Mobile-WhatsApp templates in Vtiger CRM? 
How do I disable WhatsApp integration with IMI Mobile? 
How do I configure WhatsApp with IMI Mobile for Vtiger CRM? 
How do I send WhatsApp messages with IMI Mobile from Vtiger CRM? 
Where do I see the WhatsApp messages I have sent to customers? 
What is WhatsApp integration with Twilio? 
For which modules of Vtiger is the WhatsApp - Twilio integration available? 
In which editions of the CRM is WhatsApp integration available? 
What are the conditions for integrating WhatsApp and Twilio with Vtiger CRM? 
How do I integrate WhatsApp with Vtiger CRM via Twilio? 
How do I send a WhatsApp message from the CRM? 
Can I format the WhatsApp messages that I send? 
How do I send a Print Template in my WhatsApp messages?  
How do I send a WhatsApp message from the related WhatsApp Tab in the Summary View? 
How do I send a WhatsApp message from the Summary View of a record? 
In which modules can WhatsApp templates be used? 
How can I respond to a WhatsApp message from CRM? 
Widgets
How can I customize the widget on my website? 
There are many fields in customizing a widget. Where can I get information about them? 
How many other widgets can I add on my website? 
Can I temporarily switch off the Live Chat widget? 
How can I make a web chat agent active or inactive? 
What should I do for the Answer Bot tab to appear in the Widgets Settings page? 
How do I access the Answer Bot section in the Websense widgets Settings page? 
What are Chatbot Modes in Vtiger CRM? 
WooCommerce Integration
What is WooCommerce? 
How does WooCommerce help you? 
What are the modules WooCommerce integration is available for? 
What does integrating WooCommerce with Vtiger CRM sync? 
What are the ways you can sync WooCommerce data with Vtiger CRM? 
What are the prerequisites to integrate WooCommerce with Vtiger CRM? 
What are the benefits of WooCommerce integration? 
How to install the WooCommerce extension? 
How to find the WooCommerce app after installing it? 
How to Integrate WooCommerce with Vtiger CRM? 
How to configure WooCommerce Sync Settings in Vtiger CRM? 
How to sync WooCommerce data? 
What is the WooCommerce sync pattern? 
What is the WooCommerce sync log? 
What is the field mapping between WooCommerce and Vtiger CRM? 
How to view the field mapping for WooCommerce? 
What is the WooCommerce field mapping for the Contacts module? 
What is the WooCommerce field mapping for the Products module? 
What is the WooCommerce field mapping for the Sales Orders module? 
Work Orders
What are Work Orders? 
Why do I use Work Orders in Vtiger CRM? 
Is Work Orders available in the One Professional edition? 
What is the relationship between Work Orders and Cases? 
What is the relationship between Work Orders and Invoices? 
What is the relationship between Work Orders and Service Contracts? 
What is the relationship between Work Orders and Service Appointments? 
What is the relationship between Work Orders and Assets? 
What is the relationship between Work Orders and Timelogs? 
How do I configure a project with multiple tasks in work orders? 
What are Preventive Maintenance Services? 
What are on-demand service requests? 
How do I reopen a canceled work order? 
If I create a work order from a case, will the details be copied from the case? 
How do I create a work order? 
How do I create a work order from a case? 
How do I create a work order from assets? 
How do I create a planned maintenance request? 
How do I create an on-demand service request? 
How do I make sure that the managers approve all my Work Orders? 
How do I create a service appointment without linking Work Orders? 
How do I add a product or a service to a work order? 
How do I add a section to a work order? 
How do I log time for a work order related to a case? 
How do I log the time for a work order? 
How do I log time for a service appointment related to a work order? 
How do I start a timer on a closed work order? 
How do I create a service appointment from work orders? 
How do I share a work order? 
How do I create a document from a work order? 
How do I create an invoice from a work order? 
How do I create a time log from a Work Order? 
How do I create an Esign document from a work order? 
How do I export a work order? 
How do I print a work order? 
How do I change the template of a Work Order? 
What do I see in the One View of Work Orders? 
What reports do I create from work orders? 
Why are the used units in a service contract not updated after closing the work order? 
Can I invoice two cases at a time? 
Can I include the work order line items in the invoice if a work order is related to a case? 
When are a service contract’s used units updated? 
What are line items in work orders? 
Workflow
How do I reorder the sequence of workflow actions? 
How do I attach a file in an email sent via a workflow? 
How can I send emails using workflows? 
How do I create a workflow? 
How do I delete sample (default) workflows? 
What are Workflows? 
Can I create a workflow to perform different actions based on different values of a picklist field? 
What is the difference between normal and scheduled workflows? 
Can I trigger a workflow at a specific date? 
What are Scheduled Workflows? 
What are Multi-path Workflows? 
What is a workflow trigger? 
What are Workflow entry criteria? 
What is a workflow action? 
What are the benefits of using Workflows? 
How many standard workflows can I create? 
How many scheduled workflows can I create? 
How many multi-path workflows can I create? 
How many actions can I include in a standard workflow? 
How many actions can I include in a scheduled workflow? 
How many actions can I have in a multi-path workflow? 
What are the types of workflows available in Vtiger? 
What are the different components of a workflow? 
Is it mandatory to specify entry criteria for a workflow? 
Can I create a workflow without any entry criterion? 
I want my workflow to consider only weekdays while checking conditions. Is this possible? 
Can I obtain the date on which a contact has subscribed to email marketing? 
Can I obtain the time at which a contact unsubscribes from email marketing? 
I do not have Write permission. Is there a way I can still create records? 
How does the Update Fields workflow action work? 
How does the SMS Task workflow action work? 
How does the Create Record workflow action work? 
Can I automate the creation of records in the CRM? 
Is there a way to automatically update fields when a certain event occurs? 
Can I automate the sending of an SMS? 
How do I set up the Update Fields Workflow action? 
How do I set up the SMS Task workflow action? 
How do I set up the Create Records Workflow action? 
How do I modify existing workflows? 
How do I deactivate a workflow if I do not need it? 
Can I select an existing address for From address in workflows' Send Mail action? 
What is Reply To address in Send Mail action? 
Can I embed record fields into the email body in the Send Mail action? 
Can I insert an email signature while configuring the Send Mail action in workflows? 
What is the maximum size of the files that I can attach in a workflow's Send Mail action? 
What does the Invoke Custom Function action in Workflows do? 
How do I invoke a custom function using workflows? 
What does the Create Task action in Workflows do? 
How do I set up the Create Task workflow action? 
I do not see my desired fields in the Create Task action of Workflows. What should I do? 
What does the Create Event action in Workflows do? 
How do I automate the creation of events? 
Can I create recurring events using workflows? 
Can I automate the sales process in Vtiger? 
Can I select time intervals in Scheduled Workflow Triggers? 
What is the Click here to view matching records option in Scheduled Workflows Entry Criteria? 
What options can I use for triggering workflows with Datetime and Time fields? 
Xero Integration
What is the Xero integration with Vtiger CRM? 
What are the benefits of integrating Vtiger CRM with Xero? 
How do I install the Xero extension? 
How do I configure Xero with Vtiger? 
What modules in Vtiger CRM will sync with Xero? 
How do records sync between Vtiger CRM and Xero? 
In how many directions will the records sync between Vtiger and Xero? 
How do I set up the sync process between Xero and Vtiger CRM? 
How do I disable the syncing of records between Xero and Vtiger CRM? 
What fields are mapped for the Organizations module for Vtiger-Xero sync? 
What fields are mapped for the Products and Services modules in the sync process between Vtiger and  Xero? 
What fields are mapped in the Invoices module for the Vtiger-Xero integration? 
What fields need to be mapped in the Payments module for the sync process between Vtiger and Xero? 
What are the conditions and limitations in the sync process between Vtiger and Xero? 
Can I sync a Sales account to an Invoice? 
What happens during syncing a sales account to an invoice? 
Why do I get an error about tax values when syncing invoices from Vtiger to Xero? 
How do I fix the issue of system accounts being used in Xero during Vtiger sync? 
Why am I unable to add more contacts to an organization in Xero? 
Is it possible to edit an invoice already approved in Xero? 
How do I fix the error about zero quantity in stock in Xero? 
How do I resolve the mismatch between the tax code and account code in Xero? 
Why does Xero require the Code field for a product during sync? 
Your Account & Subscription Details
Can I reactivate my closed Vtiger account? 
Zapier
Can I integrate my Vtiger account with another application via Zapier? 
What is a Zap? 
What is the Zapier integration with Vtiger CRM? 
How do I find Vtiger CRM on Zapier? 
What are the triggers and actions supported in the Vtiger-Zapier integration? 
How do I create a Zap between Vtiger and Google Contact using Zapier? 
How do I update a record in Vtiger CRM via Zapier? 
What are the limitations of using Zapier with Vtiger CRM? 
Zoho CRM Integration
What is the Zoho integration with Vtiger CRM? 
Can I sync data from Vtiger to Zoho? 
What are the benefits of syncing data between Vtiger and Zoho CRM? 
How do I build a Zoho API application? 
How do I install Zoho Sync? 
How do I sync Zoho records to Vtiger CRM? 
How do I view the field mapping for Zoho Sync? 
Zoho Sign
What is Zoho Sign? 
What is Zoho Sign Used with Vtiger CRM? 
What are the Benefits of Using Zoho Sign? 
What are the Prerequisites for using Zoho Sign with Vtiger CRM? 
How to Install Zoho Sign? 
How to Configure Zoho Sign with Vtiger CRM? 
How to Send Documents for Digital Signatures Using Zoho Sign CRM? 
What are the limitations of using Zoho Sign for digital signatures? 
What is Ensign Documents - List View? 
What is Ensign Documents - Summary View? 
What is Esign Documents - Detailed View? 
How to disable Zoho Sign? 
Zoom meetings
What is Zoom Meet? 
What are the benefits of Zoom and Vtiger CRM integration? 
How do I activate Zoom in Vtiger CRM? 
How do I access Zoom meetings in the CRM? 
How do I create an event with a Zoom Meet from the Events module? 
What happens to the participant status in a Zoom meeting when an event is marked as held? 
How do I get a recording of a Zoom Meet event? 
How do I create a Zoom meeting from the Contacts module? 
How do I send a Zoom meeting via email? 
How do I create a Zoom meeting from the Web Chats module? 
How do I uninstall or deactivate Zoom Meet in the CRM? 
How do I uninstall the Vtiger CRM app from my Zoom account? 
I am getting the' You cannot authorize the app.' error in Zoom. What should I do? 
iRujul Integration
What is iRujul? 
What does iRujul helps you with? 
What is iRujul for Vtiger CRM? 
What is required to integrate iRujul with Vtiger CRM? 
What are the benefits of integrating iRujul with Vtiger CRM? 
How to install iRujul? 
How to find the iRujul app in Vtiger CRM? 
How to integrate iRujul with Vtiger CRM? 
How to setup iRujul sync settings in Vtiger CRM? 
How to sync iRujul data with Vtiger CRM? 
What is the iRujul sync pattern? 
What is the iRujul Sync Log screen? 
What is the iRujul field mapping with Vtiger? 
What is the iRujul field mapping? 
How to view the iRujul field mapping? 
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