Vtiger 7 Tips & Tricks: Personalize Your Module Summary View with Key Fields
Key Fields are shown at the top of the summary view in most module records. This includes the records in Organizations, Contacts, Leads, Quotes, Opportunities, Sales Orders, and more.
“Key Fields” section in an Organization Record:
It is simple to personalize what fields are shown.
How to Set It Up:
- Go to the following location Settings > CRM Settings > Module Management > Module Layouts & Fields
- Choose the details you want to appear in the “Key Fields” section by selecting the correlating “Key Field” button