API
What is REST API? 
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
What is an Approval? 
How can I setup an Approval? 
How many approvers can be setup for an approval rule? 
Can I configure approvals for 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 can I delete an approval? 
How does an approval process work in Vtiger CRM? 
How can I submit an Approval? 
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 can I install the Articles module? 
Where will my articles appear after publishing? 
Can I change the appearance of the Help Center from the Articles module? 
How can I create an article? 
Can I see how my article will appear on the Help Center before publishing? 
How can I create an article using Quick Create? 
In which status should I create my article? 
Will my customers view my articles if it is in the Draft status? 
Should I meet any pre-requisites before I create an article? 
How can I add screenshots to an article? 
How can I add external links to an article? 
How can 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? 
Can I add a brief introduction to an Article? 
Can I import Articles from my system to the CRM? 
How can I export the articles from the CRM? 
How can I print an article? 
How can I change the template of an article? 
Can I see how many views have been recorded on my article? 
Can 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 can I add an article from the Cases module? 
Can I access the Help Center link from the article? 
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? 
How can I print an asset record? 
How can 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? 
Can I create an Asset from Quick Create? 
Assignment Rules
What are Assignment Rules? 
When are Assignment Rules triggered? 
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 can I configure an Assignment Rule? 
Why can't I add a member to an assignment rule? 
Are Assignment Rules affected by the user type? 
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 can I remove a group from an Assignment Rule? 
How can I remove a member from an Assignment Rule? 
Are Assignment Rules available for the Organizations module? 
Are there any conditions that must be satisfied for assignment rules to work? 
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? 
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 can I get a complete backup of my Vtiger account? 
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? 
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? 
How can I reactivate the subscription? 
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? 
I added three users to my Vtiger subscription. How will I be charged for this addition? 
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? 
I don't want to subscribe to Vtiger, but I have entered some crucial details. Can I get them? 
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? 
Business Hours
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? 
Can I have more than one default Business Hours? 
Can I delete default Business Hours? 
To whom is Business Hours mostly useful for? 
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? 
I want to configure different Business Hours for different teams. Is this possible? 
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 can 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? 
How many Business Hours does Vtiger support? 
CRM
How does the Follow feature work? 
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? 
Where can I set up my name, email ID, and phone number? 
What is the price of Vtiger CRM? 
What is Vtiger's customer support email ID? 
Vtiger is running slow. What should I do? 
How can I create a new field? 
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)? 
Calculus AI
Where can I find my Calculus deal score? 
How do I see the conversation insights on a deal? 
Where can I upload the coaching material for my sales and support teams? 
Where can my team members see the cooching material I uploaded? 
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? 
Calendar
Where can I set up my calendar? 
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? 
How do I set up my calendar? 
Can I change the date and time formats? 
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? 
How do I duplicate a campaign? 
What does duplicating a campaign mean? 
Can I create new campaign types? 
Cases
What is a case? 
How do I create a case? 
Can I link a customer record to their case record? 
What is the Is Billable field in Cases? 
Can I link a service to a case? 
Can 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? 
Where can I find the responses to the Customer Satisfaction Survey? 
What is the Customer Satisfaction Survey? 
How does the Customer Satisfaction Survey work? 
How can I find the Customer Satisfaction Survey workflow? 
What is the difference between cases and internal tickets? 
Can I mass edit case details at once? 
Can 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? 
Chat Insights
What is Chat Insights? 
What is the use of Chat Insights? 
From where does Chat Insights pull up the information? 
How can I go to Chat Insights? 
Is the Chat Insights module available with the Free edition? 
How can I change the metrics on the Chat Insights page? 
How can I use filters in Chat Insights? 
Can 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 the 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 are showing 34% in green color with an up arrow. What does this mean? 
The Missed Conversations percentage is showing 164% in red color with an up arrow. What does this mean? 
My chat duration is showing 27% in red color with a down arrow. What does this mean? 
My average chat rating is showing 1% in green color with an up arrow. What does this mean? 
My average chat rating is showing 5% in green color with a down arrow. What does this mean? 
Closed States
What is a closed state? 
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 enable the Closed States module? 
Who can reopen a closed record? 
What is the importance of closed states? 
Can I select the default status that a record must be set to when I reopen it? 
How do I configure closed states for a module? 
I am not able to use closed states. What might be the reason? 
Are closed states pre-configured for a module? 
How do I provide permission to reopen records to a profile? 
How do I enable linking to closed records? 
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 do I close a record? 
How do I reopen a closed record? 
Can I provide reopen access to non-admin users? 
What actions are restricted on closed records? 
How many closed states can I have in a module? 
How do I link records to a closed record? 
What actions can I perform on closed records? 
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? 
Configuration Editor
How do I clear/delete the Demo Data in my account? 
How do I add the Demo Data in my account? 
Consents
Are consents required if my business does not operate in the EU? 
What should I know before I set up consents? 
What is deduplication of contacts? 
How do I know if a contact has granted permission to track emails? 
Where can I find the Vtiger Privacy Guard extension when installed? 
What are the types of consents available in Vtiger CRM? 
Is there a way I can hide consents from certain contacts? 
What is the kind of data for which I need consent? 
What are the benefits of the Vtiger Privacy Guard? 
Is the Consents module available in all Vtiger editions? 
How should I set up the From email address to send consent emails? 
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? 
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 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 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? 
How do I send a consent request to a contact? 
What is a consent? 
What is the Vtiger Privacy Guard? 
Why does my business require consents? 
Contacts
Can my contact be an organization? 
Can I add a contact with only a few details and add more details later? 
Can I export my contacts to an external source? 
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? 
Who is a Contact? 
How do I create a contact? 
How can I add hundreds of contacts at once? 
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 contact hierarchy? 
Where do I view contact hierarchy? 
How do I transfer a deal and its contacts to a different sales rep? 
Can I export contacts in bulk? 
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? 
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 can I create a credit note? 
Can I create a credit note from invoices? 
How can 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 can I print a credit note? 
How can I export a credit note? 
How can I change the template of a credit note? 
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? 
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? 
Dashboard
What is My Sales Dashboard? 
What is Sales Leaderboard in dashboards? 
How can I create a dashboard? 
How can I create a standard widget in my dashboard? 
How can I create a mini list in my dashboard? 
How can I add a customized chart to my dashboard? 
How can I create a notepad in my dashboard? 
Can I add the charts I have created, to the sale dashboard? 
What actions can I perform on a dashboard? 
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? 
Can I add any field from Deals as a part of field mapping? 
How can I modify a field mapping? 
Can I delete a Deals to Project mapping? 
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 can I add a product or service to a delivery note? 
How can 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 can 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 limitations in dependent fields and blocks? 
What are the different access rules? 
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? 
DocuSign
What is DocuSign? 
How are electronically signed documents considered genuine? 
What are the benefits of using DocuSign? 
What are the standard documents that can be signed through DocuSign? 
What are the languages that are supported by DocuSign for signing? 
What are the languages that are supported by DocuSign when sending a document for signature? 
How can 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 integration and Esign Documents work? 
Can I sign a document in DocuSign if 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 1 signee? 
Can I mention where the signee has to sign in a document? 
Can I send images for signature using DocuSign? 
Documents
What are Documents? 
What are the three types of Documents? 
How to create a folder? 
How to create a document? 
Can I upload a document? 
How to link folders and document to Vtiger CRM? 
Can I share a document? 
Can I download a document from Vtiger CRM? 
Can I share a document as a link? 
Why is the Documents module important? 
Can I re-share a document from the document viewer? 
How to download a document from the List View? 
Can I create a Document from Quick Create? 
Dropbox
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? 
Is Dropbox available in the Sales Starter edition? 
Can I sync the documents from Dropbox to Vtiger CRM? 
How can I link the documents from Dropbox to the CRM? 
How can I upload documents from Dropbox to the CRM? 
Duplicate Prevention
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? 
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? 
EmailCampaigns
What is an email campaign? 
How do I create an autoresponder email campaign? 
What are the different types of opt-ins? 
What should I do when my email campaigns subscription becomes inactive? 
What happens when I cancel an email campaign? 
How can I remove the supension from my email campaign account? 
Images do not load correctly on Outlook. Why? 
Does an autoresponder campaign send emails on the day it is created? 
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 can 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 campaings? 
How many email credits do I get during a free trial? 
Why are my allowed credits zero? 
What does bounce mean? How does it affect the marketing list? 
Can I test an email campaign before sending it out? 
Can I reschedule an email campaign? 
How can I see the email campaigns that I have sent to a contact? 
How can I change my email campaigns plan? 
When does Vtiger suspend an email campaign subscription? 
What are the types of email campaigns in Vtiger CRM? 
How do I stop my email campaigns from landing Gmail's Promotions? 
How do I view the metrics of my email campaigns? 
Can I track the recipients' activities on email campaigns? 
How do I duplicate an email campaign? 
Can I get reports on email campaigns? 
What happens if I do not renew my email campaign credits? 
Why does my scheduled email campaign get delayed by a few minutes? 
Why do contacts mark my email campaigns as spam? 
How do I create a regular email campaign? 
How do I schedule an email campaign? 
Why has my email campaigns subscription has become inactive? 
Emails are not getting delivered to my contacts. Why? 
My autoresponder email campaign has a slight delay. Why? 
Can I stop an autoresponder email campaign? 
What are the different statuses that an email campaign can take? 
What are email campaign credits? 
Is there a free plan for email campaign credits? 
What is the difference between available and allowed credits? 
How do I setup Email Settings to send an email campaign? 
Can I set up a Reply To address for my email campaign? 
Can I edit an autoresponder email campaign that has started? 
How do I start an autoresponder email campaign? 
What are drip email campaigns? 
How do I select a marketing list in an email campaign? 
How do I know if a marketing list contains contacts or organizations? 
When does a contact's Email Opt-in field take the value Opted Out (contact)? 
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? 
EmailSequence
What are Email Sequences? 
How to create an Email Sequence? 
How can I delete an Email Sequence? 
Can I duplicate an Email Sequence? 
Can 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? 
EmailTemplates
How and where can I use Merge tags? 
What is meant by Canned Response? 
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? 
What are the benefits of using Vtiger CRM's 
Can I duplicate a contact record? 
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? 
Can I undo an action while creating templates? 
Emails
How can I attach sent emails to existing records? 
How to configure Email Settings to send emails from our own SMTP server? 
Can I increase maximum upload size of attachments? 
How does Email tracking work? 
How can i send email from my mail server? 
How can I check the reason for my failed emails? 
How do I verify the email id registered in Vtiger? 
Why is CNAME required? 
What is the CNAME record for Email campaigns? 
What is a DMARC Record? 
What is DKIM? 
Can I define a fixed Font family and Font style for all the emails I send out from Vtiger? 
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? 
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? 
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? 
Can I show or hide fields from the employee portal? 
How are the portal credentials sent to employees? 
What is the Employee Portal? 
How can I log in to the employee portal? 
How do I change the portal password? 
Can I modify my profile details on the employee portal? 
How do I create an internal ticket on the employee portal? 
What are the different ways I can view internal tickets on the employee portal? 
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 close an internal ticket manually on the employee portal? 
Employees
How can I add employee details? 
What is the User field in Employees used for? 
Can I create workflows for the Employees module? 
How do I give my employee access to the employee portal? 
Where can I add information about my employees? 
Who is an employee? 
What is a portal employee? 
How can I delete an employee record? 
How can I access the Employees module? 
How can my employees log in to the employee portal? 
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 in one document? 
How can I delete a signees name? 
What happens if there are more than one signee for a document? 
Can I create Esign documents from other modules? 
How many files can I upload for obtaining 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 Quote signed from Docusign? 
How can I send an email notification to the user when a Service Contract is signed from 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? 
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? 
What are the types of Appointment Pages in Vtiger CRM? 
How can I share an appointment page with a customer? 
How can I create a Meet Me page? 
How can I automatically assign an appointment to a rep? 
How can I create and share a group event page? 
What are the ways I can 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? 
Where can 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? 
Is there a way I can share my schedule with a customer so he can pick a time for an appointment? 
How can my customers cancel an appointment? 
How can I cancel an appointment with a customer? 
How can I reschedule an appointment? 
How can my customers reschedule an appointment? 
How can I prevent back-to-back appointments? 
Events
How can I create an event? 
How can I create an event from a deal? 
How can I use onsite events? 
Can I invite users to an event? 
What are onsite events? 
What is an event? 
How can I delete an event? 
Can I set up reminders for my events? 
ExchangeConnector
Exchange Connector failing with error "Failed to start ExchangeConnectorListener"? 
Problems with exchange-connector after move of crm websites 
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 can I export all contacts from a list? 
ExtensionStore
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 Subscriptions extension after installation? 
Where can I find the Payments extension after installing it? 
Where can I find the Vtiger Live Chat extension after installing it? 
Where can I find the Phone Calls extension after installing it? 
Where can I find the Forecast and Quota extension after installing it? 
How do I configure a phone extension number for a user? 
Where can I find the Vtiger Inventory extension after installing it? 
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? 
Can I link an external document in an FAQ? 
Where can my customer view FAQs? 
Feature Limits
What are the limitations of Add-Ons? 
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 limitations of API Limits? 
Filters/List
How do I change the columns of a Shared list/All List ? 
How do I easily check which users I have shared the List with? 
How can I sort/rearrange the Lists shown in the List dropdown? 
How do I create a List/Filter? 
FindDuplicates
What are duplicate records? 
How can I identify duplicate records in a module? 
What does Find Duplicates do? 
Can I perform a duplicate check on closed records? 
How can I prevent the creation of duplicate records? 
Forecast
What is forecast and quota? 
How can I set up forecasts and quotas? 
How can I make adjustments to forecasts? 
What is target mismatch? 
Can I export forecasts? 
GDPR
Who should create a GDPR compliant email marketing process? 
How do I create a GDPR compliant email marketing process with Vtiger? 
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? 
What are the rights of customers according to the GDPR law? 
What is GDPR? 
How does GDPR affect email marketing? 
What is double opt-in (for GDPR)? 
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? 
Which email address is used to send the double opt-in confirmation? 
General
Outlook image alingment issue. We have added the image to show in the middle of the template. However when it is recieved in outlook 2013 and outlook 2016 the image is shifting to left or right 
Should the employee have User account in Vtiger CRM to create internal tickets? 
How to enable notifications on internal tickets? 
How to create a planned maintenance work order request? 
Is Employee module available in all editions? 
Why is employees module used? 
What is the difference between a user and an employee? 
How to add an employee? 
Can a non-admin user add an employee record? 
How to delete an employee record? 
What is the IP address of Vtiger that needs to be added to the server to access the Vtiger domain? 
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? 
Is a Gmail account mandatory to use Vtiger Gmail Add-on? 
How can I enable the Vtiger Gmail Add-on? 
Is Vtiger Gmail Add-on the same as the Vtiger Chrome extension plugin? 
How can I install the Vtiger Gmail Add-on? 
How can a domain user install the Vtiger Gmail Add-on? 
How can I authorize the Vtiger Gmail Add-on? 
How can I login to the Vtiger Gmail Add-on? 
Can CRM and Gmail usernames be different? 
I am unable to login into Gmail using my Vtiger username. Why? 
How can I create a contact from the Vtiger Gmail Add-on? 
What can I do on a contact in 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 changes in the Vtiger Gmail Add-on? 
Can I use the Vtiger Gmail Add-on on my mobile? 
Google Contacts and Calendar
Why should I sync Google Contacts and Calendar with Vtiger? 
What are Google Contacts and Calendar? 
How do Google Contacts and Calendar and Vtiger integration work? 
Is Google Contacts and Calendar available in the Sales Starter edition? 
How do I integrate Google Contacts and Calendar with Vtiger? 
From where can I configure Google Contacts and Calendar in Vtiger CRM? 
How can I deactivate Google Contacts and Calendar sync? 
How can I configure the Google Contacts and Calendar sync? 
From where can I sync Google Contacts and Calendar records to 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? 
Google Drive
What is Google Drive? 
How do the Google Drive and Vtiger CRM integration work? 
How can I upload documents from Drive to the CRM? 
Can I sync the documents from Drive to Vtiger CRM? 
Is Google Drive available in the Sales Starter edition? 
How can I link the documents from Drive to the CRM? 
Google Sync
How do I link my online documents to Vtiger? 
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? 
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 are the limitations of Grid Edit? 
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? 
How can I add a category? 
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? 
HelpDesk
What must I do when I need help regarding Vtiger CRM? 
Import
What is importing? 
What is Data Corruption error? 
What is Import Locked error? 
Can I import products and services while importing a price book? 
What are the pre-requisites to importing records? 
How can I find the Import module? 
Can I import data from another CRM into Vtiger? 
What are the steps to import records into Vtiger CRM? 
What is Import Interrupted error? 
Can I import data into custom fields? 
Inbox
How many Mailboxes can I create per account? 
What are the ways I set up My Mailbox? 
How can I set up auto-forwarding in Vtiger CRM? 
How can I set up two-way sync? 
How can I add a group mailbox? 
How can I delete My Mailbox? 
How can I delete a group mailbox? 
What are the perks of using Sales Inbox? 
What is two-way sync? 
How can I edit group mailbox settings? 
What are the folders available in inbox? 
What is My Mailbox? 
What is a group mailbox? 
How to enable the IMAP option in Office 365 email settings? 
What do I do if I see this message while configuring Office 365 Inbox sync in Vtiger: Microsoft - Retrieval using the IMAP4 protocol failed for the message number? 
Integration
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 can 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 can I create standard message templates for WhatsApp? 
Can I send a document along 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? 
Are there any conditions I need to know about WhatsApp messages? 
Can I create WhatsApp messages for approval notifications? 
How can I attach a document with my WhatsApp message? 
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 data shown on the charts in Internal Ticket Insights? 
Can I print charts from Internal Ticket Insights? 
InternalTickets
How to delete an internal ticket? 
What is an internal ticket? 
How are SLAs related to internal tickets? 
Why are there no closed states in Internal Tickets? 
How many default workflows are there for the Internal Tickets module? 
My employees are receiving a feedback survey email that I never send. Why is that? 
Can I see the internal tickets created from the employee portal on the CRM? 
What are the different statuses of an internal ticket? 
How do I assign an SLA to 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 create an internal ticket? 
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? 
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? 
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 is Deal Cards? 
What information do deal cards show? 
How can I make a field appear on the deal card? 
Which actions can I perform on the deal card? 
How do I get rid of empty columns in Kanban View? 
How can I filter the deals based on pipelines? 
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? 
LanguageEditor
Where can I change the labels/names of the modules/fields/blocks in my CRM account? 
Layout Editor
How can I rearrange the fields/columns showing up in the related tab of a record? 
How can I add a new custom field ? 
Can I add a new custom field in Line Item block ? 
How do I reorder the related tabs in a module? 
How can I hide a field ? 
How can I hide a default block ? 
What does Collapse Block means ? 
What is header and Key field ? 
Why can't I make fields inactive [eg: Last Name]? 
Can I change a field from text field to a Picklist field ? 
Can I change field length ? 
What is difference between Picklist field and Multi select combo box field? 
Why I need to give length when creating new custom field ? 
What is default Value ? 
If I setup a default value for a field is it set for all users of my Vtiger account or each user has to set his default value ? 
How do I change the fields shown up in the Cards under the Kanban view? 
How to enable duplicate prevention of records? 
How can I select a variable time in the Time field? 
How can I add a co-owner field in a module? 
Is there a limit on the number of fields I can add in a module? 
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? 
How do I create personal or personally identifying fields? 
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? 
How can I delete a field mapping in Lead conversion? 
How can 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 can I convert a lead? 
Leads
Can I convert multiple leads at once? 
How can I get notified when a lead is assigned to me? 
Leads field Mapping
Why I need to do field mapping ? 
How can I map a new custom field ? 
Is the field type needed to be same to doing mapping ? 
Can I map one field (source) to multiple fields(destination) ? 
Can I map multiple fields to single field ? 
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
How do I increase the number of records shown per page? 
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? 
Login
Where do I find the Auth ID and Auth Token ? 
What are Tokens? How do I get a Token? 
Can I login to my Vtiger account via LinkedIn? 
Can I login to my Vtiger account via Office 365? 
How many logins can I have per account? 
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? 
Is the Login Hours setting available in all Vtiger editions? 
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 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? 
How do I set up login methods in Vtiger? 
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? 
Can I set up a default page I want to see, each time I log in? 
Where can I set the session limit? 
What login methods does Vtiger support? 
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? 
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? 
Can I restrict users from logging in to the CRM beyond a certain time? 
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? 
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? 
How can I deactivate MS Teams in Vtiger CRM? 
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 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? 
What is the use of Chat tabs in MS Teams? 
How can I access Teams Meetings in the CRM? 
How can I deactivate Teams Meetings in the CRM? 
How can I install the Vtiger CRM app in MS Teams? 
How can I uninstall the Vtiger CRM app in MS Teams? 
Mailchimp
How to sync campaign with mailchimp ? 
How to track the MailChimp campaign report? 
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? 
What is my auto-forwarding (mailroom) address? 
What happens when an email is forwarded to Mailroom? 
How does the Archive Email mailroom rule work? 
What is Autofill Values from the Email Body in 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? 
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
What is a marketing list? 
What is a marketing list segment? 
Where can I find the list of email campaigns sent to a marketing list? 
Why would I need to deactivate a marketing list? 
What happens when I deactivate a marketing list? 
How do I activate or deactivate a marketing list? 
Can I remove a contact's name from an email campaign? 
Can I save a marketing list segment to use it in the future? 
How do I create a marketing list segment? 
Can I create a marketing list segment while creating a email campaign? 
How do I create a marketing list while creating an email campaign? 
How do I get the list of contacts who have unsubscribed from a marketing list? 
How do I create a marketing list? 
How can my contacts unsubscribe from a marketing list? 
Where can I find the segments created for a marketing list? 
Where can I view the analytics of a marketing list? 
Is there a way to find out which marketing lists a contact has subscribed to? 
Why don't I see some of my marketing lists when creating an email campaign? 
How do I delete a marketing list? 
What information can I get from a marketing list's Summary View? 
Mass edit
How to edit/delete multiple Leads at a time? 
What is mass edit? 
How do I add comment to multiple records at once/in mass? 
Mobile
Can I scan a business card and create a record in Vtiger? 
How do I enable/disable Notification in my mobile app - Vtiger 360? 
What is the name of the mobile app for Vtiger? 
Can I login to the Mobile app via Google SSO? 
Does Vtiger have a mobile app? 
What are the ways in which I can login to Vtiger 360? 
How do I add a list in Vtiger 360/mobile app? 
How do I disable Notifications in the mobile app - Vtiger 360? 
How do I edit the labels that are shown in the mobile app? 
Does Vtiger have a Mobile app? 
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 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 List 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 Whatsapp 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? 
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? 
Module Builder
How to enable Internal Tickets module? 
Module Manager
How can I reset the module number/start sequence to start from 0? 
I cannot enable Email Campaigns module from the Module Manager 
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? 
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? 
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? 
Nice Score
How is Nice Score calculated? 
What happens to Nice Score during a free trial? 
What is Nice Score? 
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? 
Notifications
What is Vtiger Buzz? 
Can I be alerted when my colleague shares a List with me? 
How do I identify Idle records? 
What is the Actions dashboard? 
What is the left menu? 
How can I set up alerts for events and tasks? 
How can I set up alerts for emails? 
How can I set up alerts for @mentions? 
How can I set up Smart Alerts? 
What are lifecycle conditions? 
How can I set up lifecycle conditions? 
Can I receive alerts when a record is assigned to me? 
How can I set up alerts for idle records? 
Office plugin
Frequently asked questions on office 365 connector. Author: Sandeep 
Office365
What is Office 365? 
What are the benefits of using the Vtiger CRM with Office 365? 
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 can 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 can I sync records between Office 365 sync and Vtiger CRM? 
What is the Sync Log? 
Why is the syncing between Office 365 and Vtiger CRM slow? 
How can I log in to the Vtiger Outlook add-in? 
How can I sync emails from Outlook? 
What is the Vtiger Outlook add-in? 
How do I install the Vtiger Outlook add-in? 
Can I sync emails from Vtiger to Office 365? 
Can I see the synced emails under the Sync Log? 
Can I attach Office 365 emails to all modules? 
How can I sync the replies of previous emails from Office 365? 
What are the limitations of Office 365 API? 
How can I sync the replies of previous emails from Office 365? 
What details can I view in a Vtiger Outlook add-in? 
What can I do on a contact record in the Vtiger Outlook add-in? 
Olark
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? 
Is it mandatory to have an account with Olark? 
What is Olark? 
How does Olark integration with Vtiger CRM work? 
What are the benefits of Olark integration? 
How do the chats in Olark sync in the CRM? 
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? 
Others
What are Settings? 
How do I create an Internal Ticket? 
Can I host cloud version on my servers? 
What is Vtiger CRM? 
Can IP restriction be added on my Vtiger? 
What is the password that is needed to authenticate my Vtiger account in Power BI? 
How to get training on using Vtiger? 
Does Leads module have Profile Score? 
Can admin disable the profile scoring feature? 
How do I setup Profile Scoring? 
Need help in configuring Vtiger Open Source version? 
Can I integrate Vtiger with Power Bi? 
What is OData? Does Vtiger allow data to be fetched in Power Bi via OData? 
How can I fetch filtered data via OData feed? 
What is the limit on the number of records being fetched via OData feed? 
Where do I find my Access Key in Vtiger? 
How do I sort the order of the values shown in a picklist field? 
How can I rename a picklist value? 
What is the SPF string that needs to added to restrict emails sent from Vtiger landing in customer's Spam folder? 
What is the difference between Cloud and Open Source version of Vtiger? 
Where can I look for the recorded Webinars of Vtiger? 
Where can I check the list of the recent updates done my Vtiger account? 
Can I approve/reject a record if I login as another user? 
How do I group 2 companies/Organisations? 
Does Vtiger integrate with a chat system? 
Can I react to comments posted by others? 
What is Permalink in a comment? 
Can I delete a comment in the CRM? 
Outgoing Server
How to override or to have multiple from mail Id's when the outgoing server is Gmail? 
Outlook Plugin
What is the Vtiger Outlook plugin? 
What are the benefits of the Vtiger Outlook plugin? 
What are the prerequisites that must be satisfied before installing Vtiger CRM Plugin for Outlook? 
What will happen if I uninstall, reinstall the Vtiger Outlook plugin, and sync the records? 
How can I install the Vtiger Outlook plugin? 
How can 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 can I sync contacts in the Vtiger Outlook plugin? 
How can I sync calendars in the Vtiger Outlook plugin? 
How can I sync tasks in the Vtiger Outlook plugin? 
How can 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? 
Why is the Outlook Plugin is not loading in Outlook Addins menu even after installation? 
Is the Vtiger Outlook plugin available in the Sales Starter edition? 
Partnership
How do I become a Vtiger Partner/Reseller? 
Do you have any resellers or partners? 
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? 
PayPal
What are the currencies supported by Paypal? 
What is PayPal? 
How can I create a business account in PayPal? 
How can I configure PayPal? 
Can I change my payment source in PayPal? 
How can I change my payment source in PayPal? 
I am receiving this error - The total amount of all payments exceeds the maximum total amount for all payments. What does it mean? 
I am getting errors while setting up my card. What should I do? 
How do PayPal and Vtiger CRM integration work? 
Payments
Can I create a duplicate of a payment record? 
How will I get to know if my customers made the payment? 
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? 
How can I accept payments from my customers? 
Can I create multiple payments on a single credit note? 
How can I configure Authorize.Net payment gateway? 
How can I configure my Stripe account? 
What are the payment gateways supported by Vtiger CRM? 
How can I create a payment record? 
Can I create a payment for a vendor? 
Can I create a payment from invoices? 
Can I attach multiple payments to a purchase order? 
How is payments related to invoices? 
How can I track incoming payments? 
How can I track outgoing payments? 
How can I track the payment I initiated? 
How can my customers make the payment? 
How can I track payments from invoices? 
How can I track payments from bills? 
How can I track payments from credit notes? 
How can I track payments from purchase orders? 
How can I export a payment record? 
How can I print a payment record? 
How can 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? 
My payment status says refunded - what does this mean? 
What are the benefits of the Payments module? 
PickList Dependency
I have added new values to a picklist but cannot see it while creating a record. 
Picklist Editor
Can I add more options in Payment duration ? 
How can I rearrange the values inside picklist ? 
When I apply a color for a value where all it is applied ? 
What is Value assign to Role option ? 
When adding values and clicking on add nothing happen, what is the problem ? 
When I delete a value, what happens to the record which has that value ? 
What are the characters not allowed when adding a new picklist value ? 
How do I apply color to a picklist value? 
What is Global Picklist? Why is it needed? 
How do I Create a Global Picklist? 
What is the maximum count of Picklists that I can create? 
How do I add a long list of picklist values to a picklist field without entering it manually? 
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? 
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? 
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? 
How can I change the template of a price book before printing? 
Are Price Books available in Sales Starter edition? 
What do Yes and No mean in the List view of Price Books? 
What is Unit Price? 
What is Selling Price? 
Can I have different prices for the same product? 
Can I create a price book from Quick Create? 
How to add a product and service to a price book? 
PrintTemplates
How to Print a record using a Template? 
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? 
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 can 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 can I create a product from Quick Create? 
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? 
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? 
How do I see which role a profile is related to? 
Are there separate Create and Edit options in Profiles? 
What is a profile? 
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 are profile permissions different from Sharing Rules? 
Project
How do I track the time spent on a Project? 
What is a project? 
How can I create a project? 
Can I create a project from a deal? 
Can I add a document to a project? 
How can I add a quote to a project? 
How can I add invoices to projects? 
How can I create project milestones from projects? 
How can I export or print a project record? 
Is Projects available in the Sales Starter edition? 
How can I create a project from Quick Create? 
ProjectMilestone
Is the Project Milestones module available in the Sales Professional edition? 
What is a project milestone? 
How can I create a project milestone? 
Can I create a project milestone from a project? 
How can I export a project milestone record? 
How can I print a project milestone record? 
How can I create a project milestone from Quick Create? 
ProjectTask
What is a Project Task ? 
How can I adjust the duration of start and end date of a Project task from Gantt Chart ? 
How can I change the color code of the task status on a Gantt Chart ? 
How can I sort the project tasks on Gantt Chart ? 
Why some of my Project tasks are not showing up on the Gantt chart of the related Project ? 
Is it possible to delete a Project task from Gantt Chart ? 
What are Project Tasks? 
Is Project Tasks module available in Sales Enterprise edition? 
How can I create a Project Task? 
How can I create a Project Task (PT) from the Projects module? 
How can I add a document to a project task? 
How can I add an organization to a project task? 
How can I add a case to a project task? 
How can I add a timelog to a project task? 
How can I add a child task to a project task? 
How can I add a contact to a project task? 
How can I add a feedback to a project task? 
How can I add an opportunity to a project task? 
How can I add an internal ticket to a project task? 
How can I export a project task record? 
How can I print a project task ? 
Can I change the template of a project task? 
How can I create a project task from Quick Create? 
PurchaseOrder
How to generate Purchase order from sales order? 
What is a Purchase Order? 
How does Purchase Order affect the inventory? 
How to generate a Purchase Order? 
How to generate Purchase order for Vendor? 
How can I print a Purchase Order ? 
Can I cancel a Purchase Order and what happen if I cancel ? 
Where should I create vendor records to be selected in Purchase order ? 
What is a Purchase Order (PO)? 
When should I use purchase order? 
How can I create a purchase order? 
What will happen to the product quantity in stock when I create a purchase order? 
How can I create a purchase order from a quote? 
How can I add a new section in a purchase order? 
How can I add a product or a service to a purchase order? 
How can I share a purchase order? 
How can I add a document to a purchase order? 
How can I print or export a purchase order? 
Can I change the template of a Purchase Order? 
Is Purchase Order available for Sales starter edition? 
QuickBooks
Do you have any integration with QuickBooks? 
Invalid Reference Id: Line.SalesItemLineDetail.ItemRef - QuickBooks Error- What do I do when I get this error while syncing data with Quickbooks. 
CustomerRef is missing in the request - QuickBooks Error : What do I do when I get this error while syncing data with Quickbooks. 
CustomerRef is missing in the request - QuickBooks Error : What do I do when I get this error while syncing data with Quickbooks. 
Quotes
How can I share a quote? 
How can I print a quote? 
How can I create a quote? 
What is a Quote? 
How is a quote important in a Deal Journey? 
How can I create a quote from a deal? 
How can 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 can I generate a sales order from a quote? 
How can I generate a purchase order (PO) from a quote? 
How can I generate an invoice from a quote? 
How can I generate a subscription from a quote? 
Can 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? 
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? 
RecycleBin
Can I restore more than one deleted record at a time ? 
Can I restore a record form the Recycle Bin? 
What is 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? 
How can I restore a delete record from the recycle bin? 
Can I delete records? 
Relationship
What are Relationships and what are its uses? 
How do I delete a relationship between two modules? 
Reports
How can I create a report? 
Can I schedule a report? 
What actions can I perform on a report? 
What actions can I perform on a chart in a report? 
Where can I find reports? 
Can I restore a deleted report? 
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? 
What is SAML? 
What is Single Sign-On or SSO? 
Does Vtiger have the provision of SAML-based login? 
Which Vtiger editions allow me to log in via SAML? 
How can I log in to Vtiger via OneLogin? 
Is SAML-based login available in all Vtiger editions? 
SLA Policies
What are SLAs? 
When a case's SLA status says Time Left, what does this mean? 
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? 
How can I configure an SLA Policy? 
What is 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? 
I want to get alerts before an SLA violation happens. Can I configure this? 
I need to be notified when an SLA violation happens. Can I configure this? 
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 will I know when an SLA has been violated on a case? 
How can I understand the dependency of cases on SLAs? 
I am waiting for my customer to reply on 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? 
Where do I create an SLA policy in the CRM? 
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? 
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? 
Can I see an SMS campaign's statistics after it is sent? 
What do the different SMS campaign stasuses mean? 
Can I send an SMS campaign to any phone number in my contact list? 
Can I send an SMS campaign to all my contacts? 
Can I test an SMS campaign before sending it? 
Where can I find SMS Campaigns after installing the extension? 
SMSNotifier
What password should I paste while authorizing Clickatell(Communicator) with Vtiger? 
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? 
Sales
How can I extend my trial period? 
How can I logout from Vtiger CRM? 
What is a sales pipeline? 
What is the Standard pipeline? 
Can I have multiple pipelines in Vtiger CRM? 
How can 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 on 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 on the Standard pipeline? 
What are the benefits of having multiple sales pipelines? 
What are record-level analytics? 
How can I create charts under record-level analytics? 
How can I create a list under record-level analytics? 
How can I get key metrics for a record by using record-level analytics? 
What actions can I perform on record-level analytics? 
How can I update a CRM record? 
Can I get a demo of V8? 
What is Quick Create? 
How can I use Quick Create? 
What are the benefits of using Quick Create? 
How can I access settings in Vtiger CRM? 
How can I change my CRM settings? 
SalesInsights
What are Sales Insights? 
What reports can I see 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 my sales charts and graphs? 
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? 
How can I add a product or a service to a Sales Order? 
How can I share a Sales Order? 
How can I generate a purchase order from a sales order? 
How can I generate an invoice from a sales order? 
How can I add a document to a Sales Order? 
How can I print a sales order? 
Can 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
Give example of where Lookup field search mode is used ? 
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 to create a Service in Vtiger CRM? 
How can I print the service information? 
Is services available in Sales Enterprise ? 
Where is Services module used? 
Can I create a Quote from a service? 
Can I create a sales order from a service? 
Can I create a purchase order from a service? 
Can I create a subscription from a service? 
Can I create a invoice from a service? 
How can I change the template of service details before printing? 
How do I change the category of a service? 
How can I create a service from Quick Create? 
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? 
What are the owners and co-owners of a record? 
Who are the owners and co-owners of a record? 
What is the need for custom sharing rules? 
How are Custom Sharing Rules different from the Public mode?  
How do I create the co-owner field in a module? 
How do I define the co-owners of a record? 
Social
How does Facebook, twitter and Linked in field work ? 
What is Vtiger Social? 
In which editions is Vtiger Social available? 
How do I log in to my Facebook account using Social? 
What is a comment stream in Vtiger Social used for? 
How do I create a comment stream in Vtiger Social? 
In what situations should I use the record creation options on Social? 
How do I link a lead from Social's Facebook account? 
How do I add a contact from Social's Facebook account? 
How do I delete a post? 
What is the Social Inbox? 
Can I filter activities on my Social Inbox? 
How do I add an account to Social? 
How do I disconnect an account to 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? 
How is Google My Business related to Vtiger CRM? 
What is the use of Google My Business with Vtiger Social? 
Which platforms does Vtiger Social support? 
How do I log in to Google My Business? 
How do I create a Google My Business (GMB) post? 
How do I schedule a Facebook post using Social? 
Can I post to multiple social media accounts from Vtiger Social? 
Can I edit a post after publishing it using Social? 
Can I schedule a post on Google My Business (GMB) using Social? 
Can I schedule a post on Facebook and Google My Business (GMB) at the same time? 
Can I post on multiple channels from the Social module? 
How do I reschedule a GMB post? 
What can I do using Vtiger Social? 
How do I create and publish a post on Facebook using Social? 
How do I delete a scheduled post from Social? 
Can I like Facebook posts or comments from Social? 
How do I reply to Facebook comments from Social? 
What are the steps to add or link records from Social's Facebook? 
How do I reschedule a post using Social? 
How do I add a lead from Social's Facebook account? 
How do I link a contact from Social? 
How do I create a case from Social? 
How do I create a deal from a Google My Business post or review? 
Where can I see the questions that users leave on my Google My Business page? 
Can I add FAQ to Google My Business? 
Storage Guard
Which records are considered in Database and Files usage details? 
Will I be notified about my storage details every month? 
Who can configure the deletion policy? 
Are there any default settings regarding the deletion policy for the Storage Guard? 
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? 
Where can I see my storage usage? 
When are the old records deleted? 
Will I be notified before data deletion? 
Does the automatic email deletion process delete emails from different sources? 
What is Storage Guard? 
How are the Storage Limits defined? 
Where can I find Storage Guard in the CRM? 
Is the storage limit different for different editions? 
Is Storage guard available in the Sales Professional edition? 
Does the record count include Recycle Bin records? 
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? 
Why is the size not shown for a few records? 
How many attachments are shown per page? 
Can I download files from the Storage Guard? 
How many files can I download at a time? 
After deleting a file, will storage usage details get updated instantly? 
How many files can I delete at a time? 
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? 
For which records can I configure the deletion policy? 
Can I delete records from the CRM Records tab? 
Is the record count in the CRM Records tab real-time data? 
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? 
Which usage details can I see in the Usage Details block? 
Will the storage usage data get updated instantly? 
What can I see in the Usage Details block? 
What can I see in the Configuration block? 
What are the different details available on the Storage Guard page? 
What can I see in the CRM Records tab? 
What can I see in the Mailbox Email Attachments tab? 
How are the emails counted and displayed in the Mailbox Email Attachments tab? 
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? 
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? 
How can I download the files? 
How can I delete the files? 
Will deleting a file from the All Other Files tab delete the record permanently? 
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? 
What are the prerequisites required for subscriptions? 
How can I configure Autopay? 
Why should I configure retry rules? 
Is the Subscriptions module available by default? 
How can I make my subscription last forever? 
How can I configure retry rules in Subscriptions? 
What is a pause, suspend, and resume in Subscriptions? 
How can I send an activation link to a customer? 
How can I create a subscription? 
How can I add a subscription from a quote? 
Can I create a subscription from the Services module? 
How can I create a subscription on a bi-weekly basis? 
What is frequency and recurrence in Subscriptions? 
How can I activate a subscription? 
How can I add product or a service to a subscription? 
How can 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 can I share a subscription? 
Can I generate an invoice from a subscription? 
How can I export a subscription record? 
How can I print a subscription? 
How can I change the template of a subscription? 
What is the use of One View in Subscriptions? 
What are transactions? 
Can I create a transaction to an invoice? 
Can I create a transaction with a payment? 
How will I know when a subscription is activated? 
When should I configure Autopay? 
Can I enable auto-payment without a payment gateway? 
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? 
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? 
Can I preview a survey? 
How do I create an internal survey? 
How do I create an external survey? 
How do I send an internal survey link? 
How do I send an external survey link? 
Can I insert a survey link into the email body? 
How do I view survey responses? 
How do I add logic to a survey question? 
Why do I need to add logic to a survey question? 
How do I close a survey? 
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 five tags at once? 
How can I create a list of records that have the same tag? 
Tasks
How can I edit any task from the Gantt Chart ? 
How can I create a task? 
What is task sequencing? 
How can I create a subtask? 
What is a task? 
How can I create a previous task? 
What are the dependencies between a subtask and previous task? 
What is the impact of business hours on task duration? 
How can I create a parent task? 
What is a parent task? 
What are the dependencies between parent tasks and subtasks? 
What is an example of task sequencing? 
How can I access tasks? 
How can I delete a task? 
Can I set up reminders for my tasks? 
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? 
Can I set the Tax Mode separately in records? 
How can 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 can I add a tax? 
How many taxes can I apply at a time? 
Can we delete a tax once we add it? 
How to 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? 
What is the direct price in charges? 
What is percent in charges? 
Where do taxes appear? 
What are charges in a tax? 
Where do charges appear? 
What is a charge type? 
How can charges be applied to specific regions? 
What is a charge value? 
Why should I add a charge for a tax? 
How can I add a charge? 
Can I add a charge in a charge? 
Can a charge have a deducted tax? 
Can a charge contain a compound tax? 
What is tax for charge? 
How can I add a tax for a charge? 
How many taxes can a charge have? 
Are they any restrictions for creating a charge? 
What is a tax region? 
Where do tax regions appear? 
Can I delete a tax region? 
Why can't I see the tax region in invoices? 
How can 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? 
Can I set taxes individually on products and services? 
Where is the Shipping and Handling tax merge tag in print templates? 
Terms and Conditions for Inventory
Where will terms and conditions appear in the CRM? 
How can I add the terms and conditions? 
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 should I set default Terms and Conditions for Quotes? 
How should I change the Terms and Conditions of Invoices? 
How to change the Terms and Conditions of Purchase Order? 
How to 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 can I log time for an ongoing activity? 
I am currently working on a task. How can I track time for this task? 
How can I create a timelog? 
How can I create a timelog record when I am in a hurry? 
I just finished working on a task. How can I create a timelog from the task? 
How can 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 can I create a billable task? 
Is it mandatory to have a service for a billable task? 
How can 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? 
Touchpoint
How to follow up and send email to leads? 
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? 
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? 
Twilio
"Handled By" is empty for Click-2-Call through Twilio Gateway 
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? 
User Login History
Where can I find the login history? 
What information does a user's login history provide? 
What is 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? 
Users
How can I change my Vtiger username ? 
What is role of a user ? 
How can I change the language of my Vtiger account? 
How can I get rid of the extra zeroes showing after the decimal separator? 
How can set up a default module to land in the same page everytime I login? 
What all languages are supported in Vtiger CRM? 
How can I change my access key? 
Are the changes done on an Employee record updated in the respective user? 
How to suspend a user? 
How to delete a user? 
How many co-owners can be added to a record? 
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? 
How do I create(add) users? 
How can I reactivate an inactive or suspended user? 
Is it possible to change the password for all the users at the same time? 
Is every employee a user? 
I already have an employee record for which I want to create a user record. Is this possible? 
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 verify email addresses of users? 
Why should I verify email addresses? 
Can I change the username of a user? 
How do I change my password? 
Can I change the password of other users? 
What is the Access Key in Users/My Preferences? 
Where can I find the access key for web services? 
How do I change the access key for web services? 
Why is there as an option to log in as another user? 
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? 
How do I import users into the CRM? 
A failure occurred when I was trying to import users. 
Can I export users to my local computer? 
Is it possible to change a CRM account's owner? 
How do I know who is my CRM account owner? 
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? 
Can I delete a user? 
Why am I not able to import the Single App and Light Agent users into the CRM. 
How do I change the primary email address of a user? 
How do I assign a role to a user? 
How do I assign a profile to a user role? 
Can all users delete records? 
I am unable to create Light Agent and Single App users. 
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 the permission to import records to a user? 
How can I change the username of the account owner? 
Can I import users using the Import module? 
Who is a user? 
Can I import Single App users in the Sales Enterprise edition? 
VICIdial
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 can I get started with VICIdial integration? 
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 setup Vicidial in my CRM account? 
How should I add my VICIdial User ID in Vtiger CRM? 
How do I get VICIdial incoming call pop-ups in the CRM? 
How can I set up 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? 
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? 
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? 
How can I add a purchase order to a vendor record? 
How can I add a contact to a vendor record? 
How can I export or print a Vendor record? 
Can I create a vendor from Quick Create 
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? 
Vtiger Enrich
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? 
Why should I integrate LinkedIn and Vtiger CRM? 
Why should I install the LinkedIn extension in Vtiger? 
Will I be charged to install the LinkedIn extension in Vtiger CRM? 
How can I see the contacts out of my organization? 
Can I create an organization record from Vtiger Enrich? 
How can I create a new contact in Vtiger Enrich? 
How can I update a contact in Vtiger Enrich? 
Can I add an event or task from Vtiger Enrich? 
Is Enrich available in LinkedIn's Sales Navigator? 
How can I install the LinkedIn extension in Vtiger CRM? 
How can I remove LinkedIn and Vtiger CRM integration? 
How can I add Vtiger Enrich to Chrome? 
How can I find the contacts in Vtiger Enrich? 
How can I import contacts in Vtiger Enrich? 
How can I remove Vtiger Enrich from Chrome? 
How can I uninstall the LinkedIn extension in Vtiger CRM? 
Web Chats
How can I send images to the client from the chat window? 
What are Web Chats? 
Is Web Chats available in the Sales Professional edition? 
How can I install Web Chats module? 
How can I activate the Live chat widget on my website? 
What is the importance of the Live Chat widget? 
How can 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 do in the chat window? 
Can I see the location of the client in the Live Chat console? 
What are transcripts? Where can I find it? 
How can I go back to the Live chat console from List View? 
Who are agents in Web Chats? 
Can I get a link to the chat record? 
Can I add a case from a chat? 
Can I add a deal from a chat? 
What does One View in Web Chats show? 
How can I track the performance of my agents? 
How can I see a client's feedback? 
How can I as a reviewer, give feedback to the agents? 
Where can I see a chat's metrics? 
What metrics of Web Chats can I see from the Reports module? 
Is the Web Chats module available by default in the CRM? 
What are the main features of the Live Chat widget? 
Why should I configure the Live Chat widget? 
Why am I seeing a smiley beside the chat number? 
Can I send a transcript to the client if needed? 
Who are clients in Web Chats? 
What is a tracker code in Web Chats? 
What do Pages Visited show in Web 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 will I know the source of the customer? 
What is the difference between 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 will I know when a client replies to me? 
How can I add a tag to a chat record? 
What does the bulb icon do in Web 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? 
Why should I integrate Facebook with Web Chats? 
I have a Facebook account, is that enough for Web Chats? 
How can I configure Facebook's integration with Web Chats? 
How can I check if the Facebook integration with Web Chats is working or no? 
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? 
What happens to the participant status in a Webex meeting when an event is marked as held? 
Can I get the recording link of the Webex meeting? 
How can I create a Webex meeting from the Contacts module? 
How can I send a Webex meeting from Emails? 
How can I create a Webex meeting from the Web Chats module? 
How can I deactivate the Webex meeting in the CRM? 
What is Webex Spaces? 
What are the benefits of Webex and Vtiger CRM integration? 
How can I activate Vtiger in Webex? 
What can I do using the Vtiger app in Webex? 
How can I chat via the Vtiger bot in Webex Spaces? 
Webforms
Can I create an autoresponder email to send to leads after webform submission? 
How can 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? 
Can I seek consents from my contacts through webforms? 
How do opt-in values in the CRM change on webform submission? 
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? 
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 redirecting to the return URL in mobile browser. 
I do not want a mandatory field to display in a webform. What should I do? 
Can I modify a webform's HTML code? 
What happens if I make a webform's status Inactive? 
Can I obtain consents 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 intergrate an existing webform? 
What happends 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? 
When a record is created via a webform, is an email sent to the webform user? 
Webhook
What do the log statuses of a Webhook call define? 
Webservices
Does Vtiger allow integrating with external modules using APIs? 
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? 
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? 
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? 
I want to configure a project with multiple tasks in work orders. How do I do that? 
What are Preventive Maintenance Services? 
What are on-demand service requests? 
Can I reopen a canceled work order? 
If I create a work order from a case, will the details be copied from the case? 
How can I create a Work Order? 
How can I create a work order from a case? 
Can I create a work order from assets? 
How should I create a planned maintenance request? 
How can I create an on-demand service request? 
How can I make sure that all my work orders are approved by the managers? 
I want to create a service appointment without linking work orders. Is this possible? 
How can I add a product or a service to a Work Order? 
How can I add a section to a work order? 
How should I log time for a work order related to a case? 
How should I log the time for a work order? 
How should I log time for a service appointment related to a work order? 
Can I start a timer on a closed Work Order? 
Can I create a service appointment from work orders? 
How can I share a work order? 
Can I create a document from a Work Order? 
How can I create an invoice from a work order? 
How can I create a timelog from a Work Order? 
How can I create an Esign document from a work order? 
How can I export a work order? 
How can I print a work order? 
How can I change the template of a Work Order? 
What can I see in the One View of Work Orders? 
What reports can I create from Work Orders? 
Why are the used units in a service contract not updated after the work order is closed? 
Can I invoice two cases at a time? 
If a work order is related to a case, can I include the work order line items in the invoice? 
When are a service contract’s used units updated? 
What are line items in work orders? 
Workflow
How can I send emails using workflows? 
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? 
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? 
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? 
Can I deactivate a workflow if I do not need it? 
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? 
How do I invoke a custom function using workflows? 
What does the Create Task action in Workflows 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? 
I want my workflow to consider only weekdays while checking conditions. Is this possible? 
Can I reorder the sequence of workflow actions? 
How many actions can I include in a standard workflow? 
How do I modify existing workflows? 
How do I create a workflow? 
Can I attach a file in an email sent via a workflow? 
How many multi-path workflows can I create? 
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? 
Xero Integration
What all modules can I sync with the Xero Integration? 
How can I install and Configure Xero in Vtiger? 
How to deactivate Xero account in VTiger? 
Zapier
What are the supported actions and supported triggers in Zapier? 
Can I integrate with another application via Zapier? 
What is a Zap? 
Can Vtiger integrate with Facebook? 
Does Vtiger support integration via Zapier? 
Zoom meetings
What is Zoom Meet? 
What are the benefits of Zoom and Vtiger CRM integration? 
How can I access Zoom meetings in the CRM? 
How can I create a Zoom meeting from the Events module? 
What happens to the participant status in a Zoom meeting when an event is marked as held? 
Can I get the recording link of the Zoom meeting? 
How can I create a Zoom meeting from the Contacts module? 
How can I send a Zoom meeting from Emails? 
How can I create a Zoom meeting from the Web Chats module? 
How can I deactivate Zoom meeting in the CRM? 
How can 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? 
How can I activate Zoom in Vtiger CRM? 
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