Vtiger 7 Tips & Tricks: How to Edit Activities in Related List View

‘Activities’ related list view does not have the standard ‘Edit’ button that every other related record has in the top right-hand corner.  There are two easy workarounds to edit the ‘Activities’ records.  When in the ‘Activities’ related list view, select the ‘Edit’ pencil  Or right click on the record and click “open link in new tab” to view the full record and edit […]

Vtiger 7 New Feature: Edit in List View

Vtiger 7 Open Source created a new feature where you can edit contact or lead information in list view.     How to edit in list view (video below): Search for the contact / lead in the search bar Double click on an open space in the contact / lead row you want to edit Edit contact […]