Vtiger 7 Feature: Eye Summary View

If you have never clicked the “Eye” icon located next to records in many Vtiger modules,  try it out.  A nice summary view pop-up will appear of a contact, an organization, a lead, and more.  

This feature includes the following:

  • Displays “Header” fields and “Key Details” fields
  • Allows you to scroll through other record summaries with the arrows < >
  • Displays the record updates (any edit made to the record)
    • We think it would be more beneficial to have touchpoints (history of contact with your customer) instead of updates.  In fact, we created a customization for a client, so the touchpoints could be viewed in their record summaries.
Contact us to learn more or for help with your Vtiger!
[button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/contact-us/ “]Contact Us[/button]

Interested in learning more? Let us send you an email.

Recent Blogs

Popular Blogs