Vtiger Tips & Tricks: Set Record Default View – Summary View or Details View
First, how do you decide which record default view works best? One easy way to decide is by assessing what you use the most. For example, if you use applications often, the summary view is a better option for your company. If you need to see more details than what is shown in the Key Fields box […]
Vtiger 7 Feature: New Modules with Summary View
Summary view gives you the ability to quickly assess your records in Vtiger, and you can tailor them by picking key fields that make sense for your company. (Learn how to modify the key fields by reading this post.) Summary View in Vtiger 7: Every module that contains a summary view will also have the “Eye” icon […]