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Home
> FAQs
API
What are REST APIs in Vtiger?
Can I get the module number for provisional accounts?
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?
See all 14 FAQs
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?
See all 39 FAQs
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?
See all 8 FAQs
Actions
Can I reschedule an event on the Action page?
Will rescheduling help adjust the End date automatically?
Can I share an appointment page link from the List and Details View?
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?
See all 16 FAQs
Articles
What are Articles in Vtiger CRM?
How are Articles better than FAQs?
Is the Articles module available for the Sales Starter edition?
Is the Articles module available by default in the CRM?
How do I install the Articles module?
See all 43 FAQs
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?
See all 11 FAQs
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?
See all 20 FAQs
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?
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?
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?
See all 49 FAQs
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?
See all 22 FAQs
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 edition availability?
What are booster packs feature availability?
See all 14 FAQs
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?
See all 28 FAQs
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?
See all 31 FAQs
CRM
What is CRM?
Which browsers support Vtiger CRM?
How can I reduce space usage?
How can I get more storage?
How can I get a tour of Vtiger CRM?
See all 36 FAQs
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?
See all 100 FAQs
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?
See all 22 FAQs
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 create a Campaign?
See all 12 FAQs
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?
See all 24 FAQs
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?
See all 40 FAQs
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?
See all 23 FAQs
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
See all 9 FAQs
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?
See all 23 FAQs
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 ?
See all 13 FAQs
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?
See all 12 FAQs
Configuration Editor
How do I set up mailroom rules from my inbox?
How does the Archive Email mailroom rule work?
Can I find the Configuration editor in the Menu search?
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?
See all 36 FAQs
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?
See all 13 FAQs
Contacts
Who is a Contact?
Can my Contact be an Organization?
How do I create a Contact?
Can I add a Contact with only a few details and add more details later?
How can I add hundreds of Contacts at once?
See all 25 FAQs
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?
See all 19 FAQs
Currencies
How can I set a default currency?
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?
See all 27 FAQs
Customizer
Can I customize the look and feel of Live Chats on the website?
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?
See all 12 FAQs
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?
See all 16 FAQs
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?
See all 10 FAQs
Deep Dive
How can I search the line items in deep dive?
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?
See all 12 FAQs
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?
See all 11 FAQs
Detail View
What is the Deep Dive View?
Can I set Deep Dive View as a default view to display and see my records?
What should I do if 'Type to search' in Deep Dive is not working?
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?
See all 10 FAQs
Documents
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 upload a document?
See all 16 FAQs
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?
See all 11 FAQs
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?
See all 18 FAQs
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?
See all 6 FAQs
EmailCampaigns
What is an Email Campaign?
What are the types of Email Campaigns in Vtiger CRM?
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?
See all 71 FAQs
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?
See all 13 FAQs
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?
See all 12 FAQs
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?
See all 20 FAQs
Emotions
How can I attach en emotion to an event?
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?
See all 9 FAQs
EmployeePortal
Where do my employees receive their employee portal credentials?
An employee did not receive portal credentials. Why?
Can I show or hide fields from the employee portal?
How are the portal credentials sent to employees?
What is the Employee Portal?
See all 13 FAQs
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?
See all 10 FAQs
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?
See all 57 FAQs
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
What are Appointment Pages?
How can I access Appointment Pages?
What is a Meet Me page?
What is an Auto-Assigned page?
What is a Group Event page?
See all 25 FAQs
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?
See all 15 FAQs
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?
See all 22 FAQs
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?
See all 13 FAQs
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?
See all 14 FAQs
Faq
What is an FAQ?
What is the Source field in the FAQ module?
How do I create an FAQ?
How do I add a screenshot in an FAQ?
How do I link an external document in an FAQ?
See all 16 FAQs
Feature Limits
What are the limitations of Add-Ons?
What are the limitations of API Limits?
What are the limitations of Automation?
What are the limitations of Customizations?
What are the limitations of Document Collaboration?
See all 16 FAQs
Filters/List
Can I use filters to view records updated at a specific time?
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?
See all 10 FAQs
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?
See all 6 FAQs
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?
See all 13 FAQs
General
Hi
goodnight
thanks for that
how is life
i am afraid not
See all 9 FAQs
GlobalSearch
What is Global Search?
How can I do an advanced search?
How can I use 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?
See all 8 FAQs
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?
See all 27 FAQs
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?
See all 29 FAQs
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?
See all 11 FAQs
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?
See all 10 FAQs
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?
See all 11 FAQs
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?
See all 22 FAQs
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?
See all 12 FAQs
HelpDesk
What must I do when I need help regarding Vtiger CRM?
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?
See all 23 FAQs
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?
See all 7 FAQs
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?
See all 13 FAQs
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?
See all 12 FAQs
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?
See all 35 FAQs
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?
See all 92 FAQs
Internal Chat
What is Internal Chat?
How do I install Internal Chat?
How do I chat with an Individual?
Can we create Chat groups?
How do I create a Chat Group?
See all 10 FAQs
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?
See all 8 FAQs
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?
See all 12 FAQs
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?
See all 49 FAQs
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?
See all 12 FAQs
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?
See all 10 FAQs
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?
See all 22 FAQs
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?
See all 7 FAQs
LMS
What is a Learning Management System (LMS)?
Benefits of using Vtiger LMS
What are Vtiger CRM LMS interfaces?
What is LMS Portal accessibility?
What are Vtiger LMS accessibility rules?
See all 121 FAQs
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?
See all 11 FAQs
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?
See all 10 FAQs
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?
See all 10 FAQs
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?
See all 10 FAQs
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?
See all 27 FAQs
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?
See all 25 FAQs
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?
See all 34 FAQs
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?
See all 12 FAQs
Mailroom
What is a Mailroom?
What is Criteria for mailroom rules?
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?
See all 13 FAQs
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?
See all 20 FAQs
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?
See all 59 FAQs
Mobile
Can I create or edit records while offline in Vtiger Mobile CRM?
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?
See all 36 FAQs
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?
See all 11 FAQs
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?
See all 6 FAQs
Module Layout & Fields
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 custom fields to a module?
How do you relate the records of different modules to one another?
See all 18 FAQs
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?
See all 6 FAQs
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?
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?
Where do I select my business hours?
See all 8 FAQs
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?
See all 9 FAQs
Notifications
How do I log out from Vtiger CRM?
What is the Actions dashboard?
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?
See all 20 FAQs
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?
See all 10 FAQs
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?
See all 8 FAQs
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?
See all 10 FAQs
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?
See all 9 FAQs
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?
See all 9 FAQs
Payments
How to set up the payments module?
How to track Auto-Payment transactions?
How do I create a payment from Quick Create?
What is the Payments module?
Is the Payments module available in the Sales Starter edition?
See all 36 FAQs
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?
See all 64 FAQs
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?
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)?
Potentials
How can I create a deal?
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?
See all 20 FAQs
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?
See all 14 FAQs
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?
See all 10 FAQs
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?
See all 25 FAQs
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?
See all 16 FAQs
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?
See all 26 FAQs
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?
See all 17 FAQs
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?
See all 10 FAQs
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?
See all 15 FAQs
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?
See all 17 FAQs
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?
See all 7 FAQs
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?
See all 12 FAQs
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?
See all 11 FAQs
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?
See all 20 FAQs
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?
See all 12 FAQs
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?
See all 10 FAQs
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?
See all 14 FAQs
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?
See all 21 FAQs
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?
See all 7 FAQs
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?
Is there a way to send alerts before the violation of an SLA?
See all 32 FAQs
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?
See all 18 FAQs
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?
See all 14 FAQs
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?
See all 45 FAQs
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?
See all 15 FAQs
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?
See all 71 FAQs
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?
See all 7 FAQs
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?
See all 10 FAQs
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?
See all 13 FAQs
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?
See all 15 FAQs
Service Contracts
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?
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?
See all 13 FAQs
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?
See all 20 FAQs
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?
See all 19 FAQs
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?
See all 11 FAQs
Social
What is Vtiger Social?
What can I do using Vtiger Social?
In which editions is Vtiger Social available?
How do I log in to my Facebook account using Social?
How do I write and publish a post on Facebook using Social?
See all 83 FAQs
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?
See all 9 FAQs
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?
See all 9 FAQs
Storage Guard
What is Storage Guard?
Where can I see my storage usage?
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?
See all 56 FAQs
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?
See all 38 FAQs
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?
See all 8 FAQs
Support modules
Where can I see Vtiger Help documentation?
Surveys
What is a Survey?
Are surveys available in all Vtiger editions?
How do I install the Survey module?
What are the different survey types?
What types of survey questions can I create?
See all 15 FAQs
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?
See all 12 FAQs
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?
See all 11 FAQs
Tasks
How do I create a Task?
What is Task sequencing?
How do I create a subtask?
What is a Task?
How do I create a previous task?
See all 18 FAQs
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?
See all 50 FAQs
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?
See all 8 FAQs
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?
See all 26 FAQs
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?
See all 6 FAQs
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?
See all 7 FAQs
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?
See all 10 FAQs
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?
See all 41 FAQs
VTAP
What is VTAP?
What tools VTAP provides?
What is Module Designer?
What is API Designer?
Where can I find documentation for VTAP?
See all 37 FAQs
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?
See all 11 FAQs
Vtiger Buzz
What is Vtiger Buzz
How do I use Vtiger Buzz?
What information can I view using Vtiger Buzz?
Vtiger CRM
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
See all 7 FAQs
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?
See all 15 FAQs
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?
See all 20 FAQs
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?
See all 10 FAQs
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?
See all 51 FAQs
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?
See all 16 FAQs
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?
See all 29 FAQs
Webhook
What do the log statuses of a Webhook call define?
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?
See all 55 FAQs
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?
See all 39 FAQs
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?
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?
See all 19 FAQs
Work Orders
How do I log time for a service appointment?
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?
See all 44 FAQs
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?
See all 54 FAQs
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?
See all 14 FAQs
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?
See all 8 FAQs
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?
See all 7 FAQs
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?
See all 12 FAQs
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?
See all 13 FAQs
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?
See all 15 FAQs
naturalForms
What is a naturalForms?
What is the naturalForms Integration with Vtiger CRM?
What are the benefits of using naturalForms?
What are the prerequisites for using naturalForms?
How do I install naturalForms on Vtiger CRM?
See all 9 FAQs
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