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Home
> FAQs
API
What is REST API?
Accounting Integrations
What is MYOB?
What is MYOB for Vtiger CRM?
What are the benefits of MYOB integration with Vtiger CRM?
What are the Prerequisites for MYOB integration?
How to Install MYOB Accounting?
See all 22 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?
Approvals
Can I configure approvals for Inbox module?
Can I add a group for an approver?
What is an Approval?
How can I setup an Approval?
How many approvers can be setup for an approval rule?
See all 13 FAQs
Articles
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?
How do you create an Audit template in Vtiger CRM?
What do you mean by Audit Forms in Vtiger CRM?
See all 36 FAQs
Assets
How can I create an asset?
How can I share an asset?
How can I add a document from an asset record?
How can I add a case from an asset record?
How can 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 set up auto-forwarding in Gmail?
How do I set up auto-forwarding in Outlook?
How does auto-forwarding work?
What are the benefits of using auto-forwarding?
See all 6 FAQs
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 47 FAQs
Bills
How are Bills related to Purchase Orders?
Can I duplicate a Bill?
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?
See all 21 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 can 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
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 30 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 26 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 are Expected Sales Count and Actual Sales Count in Campaigns?
How do I create a Campaign?
See all 12 FAQs
Cases
How do I create a case?
How do I link a customer record to their case record?
How do I link a service to a case?
How do I create a case using Quick Create?
How do I assign a case to a team in my company?
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
How do I change the metrics on the Chat Insights page?
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?
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
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 35 FAQs
Constant Contact Integration
What is Constant Contact?
What is Constant Contact with Vtiger CRM?
What are the ways you can sync Vtiger CRM contact records with Constant Contact?
What are the benefits of integrating Constant Contact?
What are the prerequisites for integrating Constant Contact?
See all 15 FAQs
Contacts
Can I duplicate a Contact record?
How can I see the number of deals related to a contact?
Can I export my Contacts to an external source?
How can I change a Contact back to a Lead?
How do I import Contacts from a .csv file?
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 25 FAQs
Dashboard
What is My Sales Dashboard?
What is 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 10 FAQs
Deal Room
What is the Deal Room feature in Vtiger CRM?
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 to install the Deal Room feature?
See all 20 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 can I add a mapping?
See all 10 FAQs
Deep Dive
How can I search the line items in deep dive?
DeliveryNotes
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 can I share a Delivery Note?
See all 11 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 10 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?
Documents
Can I create a Document from Quick Create?
How can I share a document as a link?
Can I revoke access to Google Drive and Dropbox?
How to upload a document?
How can I share a document?
See all 15 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
Can I edit an autoresponder email campaign that has started?
Can I do email marketing with Vtiger?
What is the Vtiger-Mailchimp integration?
How do I install the Mailchimp extension?
How do I add the API key for Mailchimp-Vtiger CRM?
See all 50 FAQs
EmailSequence
What are Email Sequences?
How to create an Email Sequence?
How can I delete an Email Sequence?
How can I duplicate an Email Sequence?
How can I stop an Email Sequence?
See all 11 FAQs
EmailTemplates
How will email templates help me?
What are Email Templates?
What is the benefit of using Email Templates?
How are Vtiger's Email Templates better?
Is it easy to design email templates in Vtiger CRM?
See all 12 FAQs
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?
See all 16 FAQs
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?
How can I attach en emotion to an event?
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 can I add employee details?
What is a portal employee?
How can 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
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 24 FAQs
Events
How to send an invite for an event?
How to create a Google Meet event type?
What are recurring events?
What are the default event types available in Vtiger CRM?
How to create custom event types in the CRM?
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 12 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
How do I add a screenshot in an FAQ?
How do I create an FAQ?
What is an FAQ?
What is the Source field in the FAQ module?
How do I link an external document in an FAQ?
See all 6 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 the steps to set up duplicate prevention?
What are Duplicate records?
How does Find Duplicate help you?
What are the steps to identify duplicate records?
Forecast
How can I make adjustments to forecasts?
How can I add users to Forecast and Quotas?
What is the forecast and quota module?
What is a target mismatch?
How can I export forecasts?
See all 9 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 8 FAQs
GlobalSearch
What is Global Search?
How can I do an advanced search?
How can I use Global Search?
Gmail Add-on
What is Gmail 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 20 FAQs
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
Google Apps
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?
Why should I sync Google Contacts and Calendar with Vtiger?
What is Google Dropbox?
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
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?
How do I access Help Desk Insights?
Is Help Desk Insights available in all Vtiger editions?
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?
See all 12 FAQs
HelpDesk
What must I do when I need help regarding Vtiger CRM?
Hunter.io
What is Hunter.io Integration with Vtiger CRM?
What are the benefits of Hunter.io Integration?
What are the key terminologies related to Hunter.io Integration?
What are the prerequisites for Hunter.io Integration?
How to install Hunter.io?
See all 9 FAQs
Import
What is importing?
What is Import Locked error?
What is Import Interrupted error?
Inbox
How can I edit group mailbox settings?
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?
See all 13 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 Clickatell?
What are the Prerequisites to Integrate Clickatell with Vtiger CRM?
How to Install Clickatell Extension In Vtiger CRM?
What is IMI Mobile?
What are the Prerequisites for Using IMI Mobile with Vtiger CRM?
See all 71 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
How do I assign an Internal Ticket to a team in my company?
How do I get updates about an Internal Ticket that I have created?
How are SLAs related to Internal Tickets?
How many default workflows are there for the Internal Tickets module?
What is an Internal Ticket?
See all 12 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 11 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 20 FAQs
LMS
What is a Learning Management System (LMS)?
What is Vtiger LMS?
Benefits of using Vtiger LMS
What are Vtiger CRM LMS interfaces?
What is LMS Portal accessibility?
See all 136 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 can I add a mapping for lead conversion?
See all 10 FAQs
Leads
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?
Is it possible to delete all Leads?
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 26 FAQs
Login
How many logins can I have per account?
Where can I set the session limit?
What are Vtiger's password conventions?
I have forgotten my password. How do I reset it?
Can I set the frequency at which users must change their passwords?
See all 24 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 33 FAQs
Magento Integration
How does Magento integrate with Vtiger CRM?
Mailroom
Can I create leads, contacts, and organizations using incoming emails?
Can I set up mailroom rules from my inbox?
What is mailroom?
How do I create cases using Mailroom and auto-forwarding?
What is Criteria in mailroom rules?
See all 9 FAQs
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 39 FAQs
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 Layout & Fields
How do I access Module layouts and fields?
What are the six tabs that you will find on the Module Layouts and Fields page?
Can 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 10 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 8 FAQs
Notifications
How can I set up lifecycle conditions?
What is the Actions dashboard?
What is the left menu?
What are lifecycle conditions?
How can I set up alerts for @mentions?
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
How do I communicate with a Contact from an Organization record?
What is an Organization?
Can I edit more than the Organization record?
How to edit an Organization record?
How do I add an Organization?
See all 8 FAQs
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 do PayPal and Vtiger CRM integration work?
See all 9 FAQs
Payment Gateway Integration
What is Razorpay?
What is Razorpay Integration with Vtiger CRM?
What are the Prerequisites for Razorpay integration with Vtiger CRM?
How to install Razorpay?
How to Integrate Razorpay with Vtiger CRM?
See all 9 FAQs
Payments
Can I create a Payment from Quick Create?
What is the Payments module?
Is the Payments module available in the Sales Starter edition?
I can see Send Link and Pay Now buttons in Payments. What do they do?
How can I install the Payments module?
See all 34 FAQs
PhoneCalls
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?
See all 63 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 to add a Price Book?
How can I print a Price Book?
Can I edit the selling price in a price book?
What are Price Books used for?
See all 14 FAQs
PrintTemplates
Can I add a barcode to my print code?
How do I edit a Print Template?
Can I insert esigns into my Print Template?
How do I delete a Print Template?
What are Print Templates?
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 24 FAQs
Products
How can I print the product information?
Can I create a Quote from a Product?
Can I create a purchase order from a product?
Can I create a Sales Order from a Product?
What are Products?
See all 14 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
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?
See all 16 FAQs
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?
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
How do I add a document to a Project Task?
How do I add a case 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 a time log to a Project Task?
See all 17 FAQs
Purchase Return
What is Vtiger CRM Purchase Return?
What are the benefits of Purchase Returns?
How to install Purchase Returns?
How to generate Purchase Returns?
How to create Purchase Returns?
See all 7 FAQs
PurchaseOrder
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 add a document to a Purchase Order?
Can I change the template of a Purchase Order?
See all 12 FAQs
Quotes
How can I create a quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
How do I add a product or a service to a quote?
How can I generate a sales order from a quote?
See all 17 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 form the Recycle Bin?
How can I access the recycle bin?
How can I search for a deleted record in the recycle bin?
Which users can delete records?
See all 10 FAQs
Reports
What is Vtiger Sales Manager Template App for Power BI ?
How do I set up Vtiger Template App in Power BI?
How do I create a report?
How do I schedule a report?
What does subscribing to a report mean?
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
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?
See all 26 FAQs
SMS
What is SHORT MESSAGE PEER-PEER or SMPP?
SMS Campaigns
What are SMS Campaigns?
In which editions is 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
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 14 FAQs
Sales
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
See all 14 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
Where can I find Sales insights?
Where can I see my sales charts and graphs?
What are the Pipeline Values?
What actions can I perform on a sales chart?
What are Pipeline Performance reports?
See all 10 FAQs
SalesOrders
What is a Sales Order?
When should I use a sales order?
How can I create a sales order?
How can I create a sales order from a deal?
How can I add a new section in 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
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?
See all 9 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 create and publish a post on Facebook using Social?
See all 83 FAQs
Stock Adjustments
What is Vtiger CRM Stock Adjustments?
What are the benefits of Stock Adjustments?
How to install Stock Adjustments?
How to 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 to install Stock Reservation?
How to 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 can 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 can I install the Subscriptions module?
See all 36 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?
I cannot find Surveys on the Main Menu.
What are the different survey types?
What type 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
Tally
How can I Install Tally in Vtiger CRM?
How can I Sync Data between Tally and Vtiger CRM?
What is the field mapping for Ledgers in Tally and Organizations in Vtiger?
What are the field mapping for Stock Items in Tally and Products in Vtiger?
What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger?
See all 10 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 17 FAQs
Tax Management
What are taxes?
Why should I use Vtiger's Tax Management?
Is Tax Management available in the Sales Starter edition?
Where can I find Tax Management in Vtiger CRM?
What is a group tax?
See all 50 FAQs
Terms and Conditions for Inventory
Can I add terms related to my company's policies to the Inventory module in Vtiger CRM?
Why should I add terms and conditions for inventory?
Where will terms and conditions appear in the CRM?
How can I add the terms and conditions?
Where should I set 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 25 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?
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
Can I hide select fields from a user?
How can 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?
Can multiple users own a record?
See all 51 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 10 FAQs
Vendors
Who is a vendor?
What is the role of vendors in a sales process?
Is the Vendors module available in the Sales Professional edition?
How do I create a vendor record?
Can 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 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 Vtiger Enrich?
Is Vtiger Enrich available for Sales Professional edition?
How can I integrate LinkedIn and Vtiger CRM?
See all 6 FAQs
Wablas Integration
What is Wablas?
What is Wablas integration for Vtiger CRM?
What are the benefits of Wablas integration?
How to install Wablas?
How to find Wablas added as a WhatsApp service provider to Vtiger CRM?
See all 12 FAQs
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 does One View in Web Chats show?
Why am I seeing a smiley beside the chat number?
What are transcripts? Where do I find it?
Can I send a transcript to the client if needed?
Can I see the location of the client in the Live Chat console?
See all 50 FAQs
WebEx Meetings
What is Webex?
What are the benefits of Webex and Vtiger CRM integration?
How can I activate Webex Meetings in Vtiger CRM?
How can I access Webex meetings in the CRM?
How can I create a Webex meeting 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 Return URL in Webforms?
What are webforms used for?
See all 28 FAQs
Webhook
What do the log statuses of a Webhook call define?
Whatsapp
How do I send send WhatsApp messages via IMI Mobile from Vtiger CRM?
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?
See all 43 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
What are Work Orders?
Why should 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?
See all 43 FAQs
Workflow
Can I reorder the sequence of workflow actions?
Can 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 47 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
Zoho Sync
What is Zoho Sync?
Can I sync data from Vtiger to Zoho?
What are the benefits of syncing data between Vtiger and Zoho CRM?
How can I build a Zoho API application?
How can I Install Zoho Sync?
See all 9 FAQs
Zoom meetings
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How can I activate Zoom in Vtiger CRM?
How can I access Zoom meetings in the CRM?
How can I create a Zoom meeting 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 naturalForm?
Whta is naturalForms Integration with Vtiger CRM?
What are the benefits of using naturalForms?
What are the Prerequisites for using naturalForms?
How to install naturalForms on Vtiger CRM?
See all 10 FAQs
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