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    Home  >  FAQs
    API
    What are REST APIs in Vtiger? 
    Can I get the module number for provisional accounts? 
    How does the Vtiger CRM integrate with BI platforms? 
    Can we check via an API if we are approaching the daily limit? 
    Can I check Vtiger edition limits using Webservices API? 
    See all 8 FAQs
    Access Control
    What is the Access Key in Users/My Preferences? 
    What is Masking? 
    What is the importance of Masking in Vtiger CRM? 
    What are the features and fields that can be masked in Vtiger CRM? 
    What is the feature availability of the Masking feature in Vtiger CRM? 
    See all 15 FAQs
    Accounting Integrations
    What is MYOB? 
    What is MYOB Vtiger CRM integration? 
    What are the benefits of MYOB integration with Vtiger CRM? 
    What are the prerequisites for MYOB integration? 
    How do I install MYOB Accounting? 
    See all 62 FAQs
    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? 
    See all 9 FAQs
    Actions
    Can I reschedule an Event on the Action page? 
    Will rescheduling help adjust the End date automatically? 
    Can I share an appointment page link from the List and Details View? 
    When can I send desktop notifications to specific team members? 
    If I set alerts for users, will their supervisors also receive the email notification? 
    See all 7 FAQs
    Approvals
    How do I set up an Approval? 
    How do I reject an approval request in Vtiger CRM? 
    Can a rejected approval request be resubmitted? 
    What is the relation between Approval status and the watermark on the document? 
    Can I edit the approval record whose status is Waiting for approval? 
    See all 21 FAQs
    Articles
    What are Articles in Vtiger CRM? 
    Is the Articles module available by default in the CRM? 
    Where will my articles appear after publishing? 
    How do I change the appearance of the Help Center from the Articles module? 
    How do I create an article? 
    See all 47 FAQs
    Assets
    How do I create an asset? 
    How do I share an asset? 
    How do I add a document from an asset record? 
    How do I add a case from an asset record? 
    How do I add a Work Order from an Asset record? 
    See all 12 FAQs
    Assignment Rules
    What are Assignment Rules? 
    When are Assignment Rules triggered? 
    Are Assignment Rules available for the Organizations module? 
    Are Assignment Rules available in the Sales Starter edition? 
    What are the different assignment modes available in Vtiger CRM? 
    See all 21 FAQs
    Auto-forwarding
    What is auto-forwarding? 
    How do I create cases using Mailroom and auto-forwarding? 
    What is my auto-forwarding (mailroom) address? 
    What is a Distribution List? 
    Can I add external Contacts to the Distribution List? 
    See all 11 FAQs
    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? 
    See all 6 FAQs
    Backup
    How do I take a complete backup of my data in Vtiger? 
    What is the frequency of data backups? 
    What is the retention period for stored backups? 
    What methods are used for backup and recovery? 
    What security measures are in place to protect backup data? 
    See all 8 FAQs
    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? 
    See all 69 FAQs
    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? 
    See all 25 FAQs
    Booster Packs
    How do booster packs help you? 
    What are Vtiger CRM booster packs? 
    What are the benefits of booster packs? 
    What are booster packs edition availability? 
    What are booster packs feature availability? 
    See all 14 FAQs
    Business Hours
    How many Business Hours does Vtiger support? 
    How do I set working hours for my team? 
    What are Business Hours? 
    Why should I set up Business Hours? 
    What is a default Business Hour? 
    See all 28 FAQs
    CPQ
    What are the Product Options in Vtiger CRM? 
    What are the Product types you can see when CPQ is not installed? 
    What is a Fixed Bundle? 
    What is a Solo Bundle? 
    What are the Picklist values enabled when you install CPQ? 
    See all 40 FAQs
    CRM
    What is CRM? 
    Which browsers support Vtiger CRM? 
    How can I reduce space usage? 
    How do I get more storage? 
    How can I get a tour of Vtiger CRM? 
    See all 67 FAQs
    Calculus AI
    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? 
    What is Deal Health Feature? 
    See all 220 FAQs
    Calendar
    Where can I set up my calendar? 
    How do I set up my calendar? 
    Can I change the date and time formats? 
    Where can I change the time zone of a user? 
    Can I see the weekly or monthly agenda on my calendar by default? 
    See all 36 FAQs
    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 is the Expected Sales Count and Actual Sales Count in Campaigns? 
    How do I duplicate a Campaign? 
    See all 24 FAQs
    Cases
    What is a case? 
    How do I link a customer record to their case record? 
    What is the Is Billable field in Cases? 
    How do I link a service to a case? 
    How do I create a case using Quick Create? 
    See all 42 FAQs
    Chart of Accounts
    What is the CoA in Vtiger CRM? 
    What are the benefits of CoA? 
    How to Install the CoA extension? 
    How to add an account to the CoA? 
    What are the fields that have been added to CRM modules with the CoA? 
    See all 36 FAQs
    Chat Insights
    What is Chat Insights? 
    What is the use of Chat Insights? 
    From where does Chat Insights pull up the information? 
    How do I go to Chat Insights? 
    Is the Chat Insights module available with the Free edition? 
    See all 23 FAQs
    Clearbit
    What is Clearbit? 
    How does Clearbit Integration for Vtiger CRM work? 
    Who can add the Clearbit Feature? 
    What does Clearbit Integration offer? 
    What are the Benefits of Clearbit Integration 
    See all 9 FAQs
    Closed States
    What is a closed state? 
    What is the importance of closed states? 
    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 configure closed states for a module? 
    See all 23 FAQs
    Coaching for Sales & Support
    What data can be analyzed in the Players module? 
    What data can be analyzed in the Coaches module? 
    What data can you find when you click on Emails? 
    What are the steps to add Filters? 
    What data can be analyzed in the Players module? 
    See all 14 FAQs
    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 ? 
    See all 13 FAQs
    Confetti
    What is Confetti? 
    What is Vtiger’s Confetti feature? 
    In which modules is the Confetti feature available? 
    Who can add Confetti to the CRM? 
    What are the benefits of adding Confetti? 
    See all 12 FAQs
    Configuration Editor
    How do I clear/delete the Demo Data in my account? 
    How do I add the Demo Data to my account? 
    How do I set up mailroom rules from my inbox? 
    How does the Archive Email mailroom rule work? 
    Where is the Configuration editor available? 
    See all 6 FAQs
    Consents
    Where can I find the Vtiger Privacy Guard extension when installed? 
    What is a consent? 
    Are consents required if my business does not operate in the EU? 
    What is the Vtiger Privacy Guard? 
    What are the benefits of the Vtiger Privacy Guard? 
    See all 36 FAQs
    Constant Contact Integration
    What is Constant Contact? 
    What is the Constant Contact integration with Vtiger CRM? 
    In how many directions can you sync Vtiger CRM records with Constant Contact? 
    What are the benefits of integrating Constant Contact? 
    What are the prerequisites for integrating Constant Contact with Vtiger CRM? 
    See all 13 FAQs
    Contacts
    Who is a Contact? 
    Can my Contact be an Organization? 
    Can I add a Contact with only a few details and add more details later? 
    How can I add hundreds of Contacts at once? 
    Can I export my Contacts to an external source? 
    See all 32 FAQs
    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? 
    See all 19 FAQs
    Currencies
    How can I set a default currency? 
    Why am I not able to see decimal values in the Amount column? 
    Custom Module
    How do I delete a custom module? 
    Where do I find the custom module? 
    How do I create a custom module? 
    Can I send SMS from a custom module ? 
    Can we change the parent app of a module? 
    See all 7 FAQs
    CustomerPortal
    Can I configure the customer portal to suit my needs? 
    How do I give my customers access to 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 theme of the customer portal? 
    See all 40 FAQs
    Customizer
    Can I customize the look and feel of Live Chats on the website? 
    What is a Login Page? 
    How do I customize the Login Page Customization Add-on? 
    Dashboard
    What is My Sales Dashboard? 
    What is a Sales Leaderboard in Dashboards? 
    How do I create a dashboard? 
    How do I create a standard widget in my dashboard? 
    How do I create a mini-list in my dashboard? 
    See all 20 FAQs
    Deal Room
    What is the Deal Room feature in Vtiger CRM? 
    What are the features of Deal Room in Vtiger CRM? 
    What are the benefits of Deal Room? 
    What are the functions of Deal Room? 
    How do I install the Deal Room feature? 
    See all 24 FAQs
    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 do I add a mapping? 
    See all 10 FAQs
    Deals & Opportunities
    How do I access the Deal Room? 
    How do I add more custom fields to the Line Item block in the Deals module if I have reached the limit? 
    Where can I see the Summary of my Deal? 
    What is the currency option in the Item Details block while creating a Deal? 
    Can I specify a currency while importing Deals? 
    See all 17 FAQs
    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 do I add a product or service to a Delivery Note? 
    See all 12 FAQs
    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? 
    See all 11 FAQs
    Detail View
    What is Details(i) View in a Vtiger CRM? 
    What information can you find in the Details View of a Contact record in Vtiger CRM? 
    What are the benefits of Detail View(i) in Vtiger CRM? 
    How do I access Details View(i) in Vtiger CRM? 
    What actions can be performed in the Details View(i)? 
    See all 9 FAQs
    Documents
    What are Documents? 
    What are the three types of Documents? 
    How do I create a folder? 
    How do I create a document? 
    How do I upload a document? 
    See all 31 FAQs
    Duplicate Prevention
    How can I identify duplicate records in a module? 
    What are duplicate records? 
    What does the Find Duplicates feature do? 
    Can I perform a duplicate check on closed records? 
    How can I prevent the creation of duplicate records? 
    See all 13 FAQs
    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? 
    See all 37 FAQs
    Email Deliverability
    How to check/test for an SPF record on a domain? 
    How to check/test my CNAME record in email campaigns? 
    How to check/test DKIM records for my domain? 
    How do I check If I have added the Vtiger SPF record to my sending domain correctly? 
    How do I check If I have correctly added the Vtiger CNAME record to my domain name to send email campaigns? 
    See all 25 FAQs
    EmailCampaigns
    What is an Email Campaign? 
    What are the types of Email Campaigns in Vtiger CRM? 
    How do I start an autoresponder Email Campaign? 
    What are the different statuses that an Email Campaign can take? 
    How do I see the Email Campaigns that I have sent to a contact? 
    See all 93 FAQs
    EmailSequence
    What are Email Sequences? 
    How do I create an Email Sequence? 
    How do I delete an Email Sequence? 
    How do I duplicate an Email Sequence? 
    How do I stop an Email Sequence? 
    See all 15 FAQs
    EmailTemplates
    How do I duplicate an email template? 
    What are Email Templates? 
    What are Email Templates used for? 
    How are Vtiger's Email Templates better? 
    Is it easy to design email templates in Vtiger CRM? 
    See all 23 FAQs
    Emails
    Can I create leads, contacts, and organizations using incoming emails? 
    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? 
    See all 76 FAQs
    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? 
    Where can I view emoticons? 
    See all 8 FAQs
    EmployeePortal
    How do I give my employee access to the Employee Portal? 
    How do my employees log in to the employee portal? 
    Where do my employees receive their employee portal credentials? 
    An employee did not receive portal credentials. Why? 
    Can I show or hide fields in the Employee portal? 
    See all 18 FAQs
    Employees
    Where can I add information about my employees? 
    Who is an employee? 
    How do I add employee details? 
    What is a Portal employee? 
    How do I delete an employee record? 
    See all 7 FAQs
    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? 
    See all 60 FAQs
    Esign Documents
    Will the original name of the Esign document be retained when created and uploaded? 
    What does Esign's default One View module include? 
    What do I view when a document is sent for approval and signature through eSign? 
    EventForms
    How can I access Appointment Pages? 
    What is a Meet Me page? 
    What is an Auto-Assigned page? 
    What is a Group Event page? 
    How do I share an appointment page with a customer? 
    See all 30 FAQs
    Events
    How do I use onsite events? 
    What are onsite events? 
    What is an Event? 
    How to send an invite for an Event? 
    What are the default event types available in Vtiger CRM? 
    See all 60 FAQs
    ExchangeConnector
    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? 
    See all 22 FAQs
    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? 
    See all 20 FAQs
    ExtensionStore
    How do I configure a phone extension number for a user? 
    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? 
    See all 14 FAQs
    Faq
    How does my customer view FAQs? 
    What are the Views in the FAQ Editor? 
    Explain Summary View in FAQs. 
    List the benefits of FAQs in Vtiger CRM. 
    Where is the source code available for the different Open Source versions? 
    See all 17 FAQs
    Feature Limits
    What are the limitations of Add-Ons? 
    What are the API Limits as per editions in Vtiger CRM? 
    What are the limitations of Automation? 
    What are the limitations of Customizations? 
    What are the limitations of Document Collaboration? 
    See all 20 FAQs
    Field Sales
    What is the Check-in mode in Events (Vtiger Field Sales App)? 
    What is the Current location coordinates in the Field Sales mobile app? 
    How do I enable Check-in mode in Events? 
    How is the Check-in mode in Events related to the FSA? 
    What is Live Tracking in the Field Sales app? 
    See all 13 FAQs
    Filters/List
    Can I use filters to view records updated at a specific time? 
    How do I filter records before a specific date? 
    Can I create a shared custom list filtered by Lifecycle Stage? 
    Where do I find all the Lists I have created in a module? 
    Why is the list I imported into the CRM campaign not showing in my filters? 
    See all 9 FAQs
    FindDuplicates
    What are Duplicate records? 
    How does Find Duplicate help you? 
    What are the steps to identify duplicate records? 
    What are the steps to set up duplicate prevention? 
    Forecast
    What is the forecast and quota module? 
    How do I set up forecasts and quotas? 
    How do I make adjustments to forecasts? 
    What is a target mismatch? 
    How do I export forecasts? 
    See all 13 FAQs
    Formula
    What are Vtiger CRM Formula fields? 
    What are Formula fields data types? 
    What are Formula fields features? 
    What are the benefits of Formula fields? 
    How to create Formula fields? 
    See all 6 FAQs
    GDPR
    What is GDPR? 
    How does GDPR affect email marketing? 
    What is double opt-in (for GDPR)? 
    Who should create a GDPR compliant email marketing process? 
    How do I create a GDPR compliant email marketing process with Vtiger? 
    See all 14 FAQs
    General
    What does Vtiger name stand for? 
    Technical pre-requisites for the CRM deployment 
    how do i customize my menu? 
    Hi I need to enable the shortcuts bar to the modules, I disabled it by mistake 
    How is Vtiger CRM better than Salesforce? 
    See all 8 FAQs
    Getting Started with Vtiger
    Can I upgrade my existing account to a trial of a higher plan? 
    How do I fix authentication failures caused by using the same Gmail account in different Vtiger CRM instances? 
    GlobalSearch
    What is Global Search? 
    How can I do an advanced search? 
    How can I use Global Search? 
    What is causing errors with global search, workflows, report filters, list pages, & navigation in Vtiger CRM? 
    Gmail Go-To Actions
    What are Gmail Go-To Actions? 
    What are Actions? 
    How to use Gmail Go-To Actions for Approval emails in Vtiger CRM? 
    How to use Gmail Go-To Actions for Activity and Smart Alert emails in Vtiger CRM? 
    How does Gmail Go-To Actions work with Vtiger CRM? 
    See all 8 FAQs
    Gmail integration
    What is a Google 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? 
    See all 27 FAQs
    Google Apps
    Why should I sync Google Contacts and Calendar with Vtiger? 
    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? 
    See all 25 FAQs
    Google Meet
    What is Google Meet? 
    How does Google Meet work with Vtiger CRM? 
    From which modules can I use Google Meet in Vtiger CRM? 
    How do I install Google Meet?  
    Can I sync a Vtiger event with Google Calendar? 
    See all 11 FAQs
    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? 
    See all 17 FAQs
    Groups
    What are groups used for? 
    How do I add a group to another group? 
    How do I edit a group's details? 
    How do I create a group? 
    What is a group? 
    See all 11 FAQs
    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? 
    See all 22 FAQs
    Help Desk Insights
    How do I export a chart from Help Desk Insights? 
    What is Help Desk Insights? 
    How do I access Help Desk Insights? 
    Is Help Desk Insights available in all Vtiger editions? 
    What are Real Time Metrics? 
    See all 12 FAQs
    HelpDesk
    What must I do when I need help regarding Vtiger CRM? 
    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? 
    See all 35 FAQs
    Hunter.io
    What is the Hunter.io integration with Vtiger CRM? 
    What are the benefits of Hunter. io integration? 
    What are the prerequisites for Hunter.io integration? 
    How do I install Hunter.io? 
    How do I integrate Hunter.io with Vtiger CRM? 
    See all 8 FAQs
    IT Operations
    How do I generate and share a HAR File for troubleshooting? 
    Import
    What is importing? 
    What are the steps to Import records into Vtiger CRM? 
    What are the pre-requisites to importing records? 
    What is a Data Corruption error? 
    What is Import Interrupted error? 
    See all 24 FAQs
    Inbox
    Which are the different methods to set up My Mailbox? 
    How can I set up auto-forwarding in the inbox? 
    How can I set up a two-way sync in the inbox? 
    How can I add a group mailbox? 
    How can I delete My Mailbox? 
    See all 42 FAQs
    Insights
    Can Vtiger CRM embed charts and reports built in the BI platform and display them within the CRM? 
    Instagram
    What is Vtiger Social's Instagram? 
    How is Instagram with Vtiger Social? 
    What are the Prerequisites For Using Instagram on Social? 
    How to link your Instagram account to your Facebook account on the Facebook page? 
    How do you link your Facebook account to your Instagram account? 
    See all 38 FAQs
    Integration
    What is IMI Mobile? 
    What are the prerequisites for using WhatsApp and IMI Mobile with Vtiger CRM? 
    How do I install the IMI Extension In Vtiger CRM? 
    What is a Lead Form? 
    What are Google Lead Form Extensions? 
    See all 116 FAQs
    Internal Chat
    What is Internal Chat? 
    How do I install Internal Chat? 
    How do I chat with an Individual? 
    Can we create Chat groups? 
    How do I create a Chat Group? 
    See all 10 FAQs
    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? 
    See all 8 FAQs
    InternalTickets
    What is an Internal Ticket? 
    What are the different statuses of an Internal Ticket? 
    How do I create 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? 
    See all 11 FAQs
    Inventory
    How to activate a Product? 
    What are Products? 
    How do I create a Product in Vtiger CRM? 
    How do I print the product information? 
    What are Services? 
    See all 155 FAQs
    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? 
    See all 12 FAQs
    Jio Meet
    How do you schedule a meeting with a JioMeet link from Contacts? 
    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? 
    See all 10 FAQs
    Kanban View
    What actions can I perform on the 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? 
    See all 23 FAQs
    Knowledge Base
    What is Vtiger Knowledge Base? 
    Why should I host a knowledge base on my website? 
    What are the benefits of hosting a knowledge base portal on my website? 
    What is SQLite? 
    What are the prerequisites to host a knowledge base portal on my website? 
    See all 8 FAQs
    LMS
    What is a Learning Management System (LMS)? 
    What is Vtiger LMS? 
    Benefits of using Vtiger LMS 
    What are Vtiger CRM LMS interfaces? 
    Who can access the LMS Portal, and how? 
    See all 136 FAQs
    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? 
    What is Labels Editor? 
    Landing Pages
    What Are Landing Pages? 
    What is the Landing Pages Module in Vtiger CRM? 
    What are the benefits of using the Landing Pages module? 
    How to access the Landing Pages module? 
    How to create and publish a Landing Page? 
    See all 11 FAQs
    Language
    Does Vtiger support other languages for the user interface (UI)? 
    Layout Editor
    Is there a limit on the number of fields I can add in a module? 
    How do I create personal or personally identifying fields? 
    What are personal or personally identifying fields? 
    What are encrypted fields? 
    How do I create encrypted fields? 
    See all 26 FAQs
    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 do I add a mapping for lead conversion? 
    See all 10 FAQs
    Lead conversion
    How to I make my custom field display while converting a lead to a deal? 
    Leads
    Can I convert multiple Leads at once? 
    How do I convert a Lead? 
    How can I get notified when a Lead is assigned to me? 
    Is it possible to delete all Leads? 
    What is Contact or Lead Generation? 
    See all 15 FAQs
    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
    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? 
    See all 34 FAQs
    Login
    Can I set up a default page I want to see, each time I log in? 
    How many logins can I have per account? 
    Where can I set the session limit? 
    What are Vtiger's password conventions? 
    Why is there an option to log in as another user? 
    See all 34 FAQs
    MMS Messages
    What is an MMS message? 
    What can I send in an MMS message? 
    What is the size limit of an MMS message? 
    How many files can be attached in a single MMS message? 
    Can I send an MMS message from Vtiger CRM? 
    See all 9 FAQs
    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? 
    See all 44 FAQs
    Magento Integration
    How does Magento integrate with Vtiger CRM? 
    What is the Shopping Cart extension in Vtiger CRM? 
    What data can I sync between Vtiger CRM and Magento? 
    In which edition of Vtiger is the Magento integration available? 
    What are the benefits of Magento Integration? 
    See all 12 FAQs
    Mailchimp
    How do I transfer a Campaign and its Contacts from Vtiger to Mailchimp? 
    How do I transfer my new contacts from vtiger to Mailchimp? 
    Mailroom
    What is a Mailroom? 
    What is Criteria for mailroom rules? 
    How to auto-forward emails from Group accounts? 
    How does Mailroom know what to do with an incoming email? 
    Why do I see a bounce message when forwarding emails from Office 365 to Vtiger? 
    See all 7 FAQs
    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? 
    See all 13 FAQs
    MarketingList
    How do I remove a contact's name from an Email Campaign? 
    What is a Marketing List? 
    How do I get the list of contacts who have unsubscribed from a Marketing List? 
    How do I create a Marketing List? 
    How do I create a Marketing List while creating an Email Campaign? 
    See all 32 FAQs
    Mass edit
    Is this possible to select multiple accounts/contacts for mass editing ? 
    Microsoft App integrations
    What is Office 365? 
    What are the benefits of using the Vtiger CRM with Office 365? 
    How can I log in to the Vtiger Outlook add-in? 
    What is the Vtiger Outlook plugin? 
    What are the benefits of using the Vtiger Outlook plugin? 
    See all 67 FAQs
    Mobile
    Can I create or edit records while offline in Vtiger Mobile CRM? 
    Does the Vtiger mobile app have language translation? 
    The mobile app is not in Spanish. How can I configure it? 
    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? 
    See all 55 FAQs
    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? 
    See all 16 FAQs
    Module Builder
    What are Custom Modules in Vtiger CRM? 
    Where can you add custom modules in Vtiger CRM? 
    What are the benefits of Custom modules? 
    How do I create a Custom module in Vtiger CRM? 
    How do I delete a Custom module in Vtiger CRM? 
    See all 6 FAQs
    Module Layout & Fields
    How do I create a new field in the CRM? 
    How do I access Module layouts and fields? 
    What six tabs will you find on the Module Layouts and Fields page? 
    How do I rearrange the order of fields in a record? 
    How do I add a custom field in Vtiger CRM? 
    See all 40 FAQs
    Module Management
    What is the Vtiger Signature field? 
    Is it necessary to install additional software to use the Signature field in Vtiger? 
    In which modules is the Signature field available? 
    What are the benefits of using the Signature field in Vtiger? 
    How do I add a Signature field to a module? 
    See all 17 FAQs
    Module Manager
    Is it possible to add a new module category to my module's menu? 
    How to enable the Leads module? 
    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? 
    See all 7 FAQs
    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? 
    See all 16 FAQs
    Nice Score
    What is Nice Score? 
    How is Nice Score calculated? 
    What happens to Nice Score during a free trial? 
    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? 
    See all 10 FAQs
    Notifications
    How do I log out from Vtiger CRM? 
    What is the Actions dashboard? 
    What is the left menu in the Actions dashboard? 
    How do I set up alerts for Events and Tasks? 
    How do I set up alerts for emails? 
    See all 21 FAQs
    Olark
    What is the Olark software? 
    How does Olark integration with Vtiger CRM work? 
    What are the benefits of integrating Olark with Vtiger CRM? 
    Is Olark available for Vtiger's Sales Starter edition? 
    How do I access Olark in the CRM? 
    See all 10 FAQs
    Onboarding
    What is Onboarding? 
    What is the App Selection Page? 
    What are the apps on the App Selection Page? 
    What is the default landing page of the apps in the App Selection Page? 
    Can I pin the modules as Favorites on the default landing page? 
    See all 10 FAQs
    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? 
    Organization
    What is an Organization?  
    How do I add an Organization? 
    How to edit an Organization record? 
    Can I edit more than the Organization record?  
    How do I delete an Organization record? 
    See all 16 FAQs
    Outgoing Server
    How do I resolve the App is blocked error when configuring my outgoing email server or inbox? 
    Outlook Plugin
    Images are not showing in outlook 
    Partnership
    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? 
    See all 37 FAQs
    PayPal
    How do I configure PayPal? 
    What are the currencies supported by Paypal? 
    How do I create a business account in PayPal? 
    What is PayPal? 
    How does PayPal and Vtiger CRM integration work? 
    See all 9 FAQs
    Payment Gateway Integration
    What is Razorpay? 
    What is the Razorpay integration with Vtiger CRM? 
    What are the prerequisites for Razorpay integration with Vtiger CRM? 
    How do I install the Payments extension? 
    How do I integrate Razorpay with Vtiger CRM? 
    See all 9 FAQs
    Payments
    How do I create a payment from Quick Create? 
    What is the Payments module? 
    Is the Payments module available in the Sales Starter edition? 
    What is the functionality of Send Link and Pay Now buttons in Payments? 
    How do I install the Payments module? 
    See all 37 FAQs
    PhoneCalls
    Where is the recording of my calls stored in Vtiger CRM? 
    Can I call my customers directly from my laptop or desktop? 
    How is the Phone Calls module useful? 
    What are the telephony gateways that are integrated with Vtiger CRM? 
    In which editions of Vtiger CRM is the Phone Calls module available? 
    See all 124 FAQs
    PickList Dependency
    Can we select multiple picklist dependencies, or are we limited to selecting only one? 
    Can we set-up dependency between two picklist fields? 
    What is the advantage of picklist dependency? 
    What all fields need to be selected before you set-up picklist dependency? 
    How can I display all the picklist values I have configured? 
    Picklist Editor
    How can I edit values in a multi-select combo box? 
    What is a multi-select combo box? 
    How do I add value to the Lead source in the Global Picklist? 
    Why are the styled picklist values not appearing in the preview section using Print templates? 
    How do I link a Global Picklist to a Custom module? 
    See all 13 FAQs
    Plivo
    Can I use different Plivo numbers for outbound calls? 
    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? 
    See all 20 FAQs
    Power BI
    What is the Booster pack in Power BI? 
    PriceBooks
    What are Price Books? 
    How do I add a Price Book? 
    How do I print a Price Book? 
    How do I edit the selling price in a Price Book? 
    What are Price Books used for? 
    See all 13 FAQs
    PrintTemplates
    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? 
    See all 28 FAQs
    Process Designer
    What is Vtiger CRM Process Designer? 
    What are the benefits of using Process Designer? 
    What are the feature and edition availability for Vtiger CRM? 
    What is a business process in the process designer? 
    What is a Flowchart in the process designer? 
    See all 35 FAQs
    Product stock update
    What happens if I create a sales order, quote, or invoice for sub-products from a product bundle by duplicating older ones? 
    What are all the ways I can search for a product from the Stockroom record? 
    Products
    Is Products module used in other modules? 
    How do I change the template of Product details before printing? 
    How is stock quantity in Products related to Invoices? 
    What are the Picklist values in Product type? 
    Where will the existing products without subproducts migrate to? 
    See all 11 FAQs
    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? 
    See all 27 FAQs
    Profiles
    How do I assign a profile to a user role? 
    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? 
    See all 23 FAQs
    Project
    What is a Project? 
    How do I create a project? 
    How do I create a Project from a Deal? 
    How do I add a Document to a Project? 
    How do I add a Quote to a Project? 
    See all 11 FAQs
    ProjectMilestone
    Is the Project Milestones module available in the Sales Professional edition? 
    What is a Project Milestone? 
    How do I create a Project Milestone? 
    How do I create a Project Milestone from a Project? 
    How do I export a Project Milestone record? 
    See all 15 FAQs
    ProjectTask
    What are Project Tasks? 
    Is Project Tasks module available in Sales Enterprise edition? 
    How do I create a Project Task? 
    How do I create a Project Task (PT) from the Projects module? 
    How do I add a document to a Project Task? 
    See all 17 FAQs
    Prompt Builder
    How do Merge Fields in the Prompt Builder and Data Templates enhance customer interaction? 
    What functions can I perform using the Merge Fields tab? 
    Why should I want to integrate Merge Fields into Prompt Builder? 
    Purchase Return
    What is Vtiger CRM Purchase Return? 
    What are the benefits of Purchase Returns? 
    How do I install Purchase Returns? 
    How do I generate Purchase Returns? 
    How do I create Purchase Returns? 
    See all 7 FAQs
    PurchaseOrder
    How can I print a Purchase Order? 
    What is a Purchase Order (PO)? 
    When should I use Purchase order? 
    How do I create a Purchase Order? 
    What will happen to the product quantity in stock when I create a Purchase Order? 
    See all 14 FAQs
    QR Code
    Can the data be masked in the QR code field? 
    What happens when data is masked in the QR code field? 
    Quality Audit
    How do I create an Audit template in Vtiger CRM? 
    What are Audit Forms in Vtiger CRM? 
    What do you mean by Audit Insights in Vtiger CRM? 
    Can I use Quality Audit for my business? 
    Can I add images and videos to the Forms? 
    See all 28 FAQs
    QuickBooks
    Can I configure and map custom fields in the QuickBooks Desktop version? 
    What is the Filter column in the Quickbooks Setting page? 
    How do I sync one invoice to QuickBooks? 
    What is Chart of Accounts in Quickbooks? 
    What should I do if Vtiger Invoice contains products not available in QuickBooks? 
    See all 7 FAQs
    Quotes
    How do I share a quote? 
    How do I print a quote? 
    How do I create a quote? 
    What is a Quote? 
    How is a quote important in a Deal Journey? 
    See all 27 FAQs
    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? 
    See all 14 FAQs
    RecycleBin
    What is the Recycle Bin? 
    Can I restore a record from the Recycle Bin? 
    How do I access the recycle bin? 
    How do I search for a deleted record in the recycle bin? 
    Which users can delete records? 
    See all 11 FAQs
    Relationship
    What are the key capabilities of the Connections Add-on in Vtiger CRM? 
    What are the benefits of using Connections feature in Vtiger CRM? 
    How do I install the Connections Add-on in Vtiger CRM? 
    What are the steps to set up connections within a module? 
    How can I edit an existing connection record? 
    See all 7 FAQs
    Reports
    How do I create a report? 
    How do I schedule a report? 
    What does subscribing to a report mean? 
    What actions do I perform on a report? 
    What actions do I perform on a chart in a report? 
    See all 26 FAQs
    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? 
    See all 21 FAQs
    SAML
    How can I configure SAML in Vtiger? 
    Which Vtiger editions allow me to log in via SAML? 
    How can I log in to Vtiger via OneLogin? 
    What is SAML? 
    What is Single Sign-On or SSO? 
    See all 8 FAQs
    SLA Policies
    What is an SLA (Service Level Agreement)? 
    I am looking for information on Service Level Agreements or SLAs. 
    Where do I set up SLA policies? 
    How do I create an SLA for customer cases? 
    How do I add email alerts for SLA violations in Vtiger CRM? 
    See all 35 FAQs
    SMS
    What is SHORT MESSAGE PEER-PEER or SMPP? 
    What are SMS Templates? 
    How are SMS Templates used in Vtiger CRM? 
    How are SMS Templates useful for businesses? 
    What is a Merge Tag? 
    See all 22 FAQs
    SMS Campaigns
    What are SMS Campaigns? 
    In which editions are 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? 
    See all 14 FAQs
    SMS Integrations
    What is the SMS Alert? 
    What is the SMS Alert integration in Vtiger CRM? 
    What are the limitations of the SMS Alert integration with Vtiger CRM? 
    How do I install SMS Alerts from the Extension Store? 
    How do I create an SMS Alert account with Gmail Id? 
    See all 49 FAQs
    SMSNotifier
    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? 
    See all 16 FAQs
    Sales
    What is a sales pipeline? 
    What is the Standard pipeline? 
    Can I have multiple pipelines in Vtiger CRM? 
    How do I create a new pipeline? 
    Can I reuse stage names across pipelines? 
    See all 112 FAQs
    Sales Return
    What is Vtiger CRM Sales Return? 
    What are the benefits of Sales Returns? 
    How to Install Sales Return? 
    How to generate Sales Returns? 
    How to create Sales Returns? 
    See all 7 FAQs
    Sales modules
    How do I select a pipeline for a deal? 
    SalesInsights
    What are Sales Insights? 
    What are the different reports in Sales Insights? 
    What are Activity Reports? 
    What are Pipeline Performance reports? 
    What are Sales Results reports? 
    See all 10 FAQs
    SalesOrders
    What is a Sales Order in Vtiger CRM? 
    When do I use a Sales Order? 
    How do I create a Sales Order? 
    How do I create a sales order from a deal? 
    How do I add a new section to a sales order? 
    See all 14 FAQs
    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? 
    See all 15 FAQs
    Search
    What is the Deep Search feature in the CRM? 
    Can I use special characters while performing a search? 
    Are there other search methods for global search? 
    Service Contracts
    What is a Service Appointment? 
    How do I print my Service Contracts? 
    Services
    What is the Expenses module in Vtiger CRM? 
    Is the Expenses module available as an add-on in Vtiger CRM? 
    Can I record the expenses like food, and travel incurred while closing a deal? 
    How do I record the expenses like food, and travel incurred in the Expenses module? 
    Is approval needed from Managers for the Expense record created in the Expense module? 
    See all 11 FAQs
    Settings
    How can I access settings in Vtiger CRM? 
    How can I change my CRM settings? 
    What are Autofill Values from the Email Body in mailroom rules? 
    How do I verify the email addresses of users? 
    Why should I verify email addresses? 
    See all 53 FAQs
    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? 
    See all 21 FAQs
    Short URL
    What is URL Shortening? 
    What is Vtiger Short URL Feature? 
    What are the Benefits of Vtiger Short URL Feature? 
    How many Short URLs you can generate? 
    How many Short URLs are allowed during the trial period? 
    See all 11 FAQs
    Sign Up
    I am having trouble signing up 
    Social
    What is Vtiger Social? 
    What can I do using Vtiger Social? 
    In which editions is Vtiger Social available? 
    How do I log in to my Facebook account using Social? 
    How do I write and publish a post on Facebook using Social? 
    See all 86 FAQs
    Stock Adjustments
    What are Vtiger CRM Stock Adjustments? 
    What are the benefits of Stock Adjustments? 
    How do I install Stock Adjustments? 
    How do I access Stock Adjustments? 
    What are the features of the Stock Adjustments module? 
    See all 9 FAQs
    Stock Reservation
    What is Stock Reservation? 
    What is Vtiger CRM Stock Reservation? 
    What are the benefits of Stock Reservation? 
    How do I install Stock Reservations? 
    How do I access the Stock Reservation module? 
    See all 9 FAQs
    Storage Guard
    What is Storage Guard? 
    Where can I see my storage usage? 
    Which usage details can I see in the Usage Details block? 
    Which records are considered in Database and Files usage details? 
    Will the storage usage data get updated instantly? 
    See all 58 FAQs
    Subscriptions
    What is the use of subscriptions? 
    How do 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 do I install the Subscriptions module? 
    See all 38 FAQs
    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? 
    See all 9 FAQs
    Support modules
    Where can I see Vtiger Help documentation? 
    Does Vtiger support Happy OTP? 
    Surveys
    What is a Survey? 
    Are surveys available in all Vtiger editions? 
    How do I install the Survey module? 
    What are the different survey types? 
    What types of survey questions can I create? 
    See all 27 FAQs
    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? 
    See all 12 FAQs
    Tally
    Can I link a Sales Order to an Invoice from Tally? 
    My Tally to Vtiger Sync process often slows down. What do I do? 
    Can I sync more than 500 vouchers from Tally to Vtiger? 
    What is the module level reset option in Tally? 
    How does the Sync direction at the module level help in Tally? 
    See all 49 FAQs
    Targets
    What is the Targets Add-on in Vtiger CRM? 
    Who can set targets in the Targets module? 
    Can Targets be set on a monthly and quarterly basis? 
    What are the three target values in the Targets module? 
    What does the Target module List view display? 
    See all 15 FAQs
    Tasks
    How do I create a Task? 
    What is Task sequencing? 
    What is a Task? 
    How do I create a Previous Task? 
    What are the dependencies between a subtask and a previous task? 
    See all 20 FAQs
    Tax Management
    What are taxes? 
    Why should I use Vtiger's Tax Management? 
    Is Tax Management available in the Sales Starter edition? 
    Where do I find Tax Management in Vtiger CRM? 
    What is a group tax? 
    See all 59 FAQs
    Terms and Conditions for Inventory
    How do I add terms related to my company's policies to the Inventory module in Vtiger CRM? 
    Why do I add terms and conditions for inventory? 
    Where do I find the terms and conditions in the CRM? 
    How do I add the terms and conditions? 
    Where do I set the default Terms and Conditions for Quotes? 
    See all 8 FAQs
    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? 
    See all 29 FAQs
    Touchpoint
    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? 
    See all 6 FAQs
    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? 
    See all 8 FAQs
    Twilio
    Does Twilio support MMS messages? 
    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? 
    See all 11 FAQs
    User Login History
    Where can I find the 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? 
    What information does a user's login history provide? 
    What is login history? 
    Users
    How do I hide select fields from a user? 
    How do 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? 
    How do I add the co-owners field to a module? 
    See all 63 FAQs
    VTAP
    What is VTAP? 
    What tools VTAP provides? 
    What is API Designer? 
    Where can I find documentation for VTAP? 
    Which editions and version supports VTAP? 
    See all 72 FAQs
    Vendors
    Who is a vendor? 
    What is the role of vendors in the sales process? 
    Is the Vendors module available in the Sales Professional edition? 
    How do I create a vendor record? 
    How do I add a product to a Vendor record? 
    See all 11 FAQs
    Vtiger
    Can all custom features and data from our open-source version be fully replicated onto a new CRM platform? 
    Vtiger Buzz
    What is Vtiger Buzz 
    How do I use Vtiger Buzz? 
    What information can I view using Vtiger Buzz? 
    Vtiger CRM
    Where can I find the pricing of Vtiger CRM? 
    What is Vtiger CRM? 
    What is One Growth Edition in Vtiger CRM? 
    What are the modules included in the One Growth edition? 
    What are the Add-ons that can be purchased with the One Growth edition? 
    See all 141 FAQs
    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? 
    See all 25 FAQs
    Vtiger Enrich
    Why should I integrate LinkedIn and Vtiger CRM? 
    What is Vtiger Enrich? 
    What are the benefits of using Vtiger Enrich? 
    Is Vtiger Enrich available for the Sales Professional edition? 
    How do I integrate LinkedIn and Vtiger CRM? 
    See all 21 FAQs
    VtigerInventory
    What is the Vtiger Inventory Add-on feature? 
    What modules does Inventory Add-on contain?  
    What are the components of the Inventory Add-on? 
    For which editions of Vtiger CRM is the Inventory Add-on available? 
    How do I install the Inventory Add-on? 
    Weatherapp
    How does Weatherapp display the weather details? 
    What are the modules where Weatherapp is available? 
    What is Weatherapp feature built using? 
    What are the benefits of using Weatherapp? 
    What are the prerequisites to integrate OpenWeather with Vtiger CRM? 
    See all 10 FAQs
    Web Chats
    What is the Live Chat feature? 
    Is Live Chats available in the Sales Professional edition? 
    How do I install Live Chats module? 
    How do I activate the Live chat widget on my website? 
    What is the importance of the Live Chat widget? 
    See all 53 FAQs
    Webex
    What is Webex Meetings? 
    What are the benefits of Webex and Vtiger CRM integration? 
    How do I activate Webex Meetings in Vtiger CRM? 
    How do I access Webex Meetings in the CRM? 
    How do I create a meeting (event) with Webex Meetings from the Events module? 
    See all 16 FAQs
    Webforms
    What are Vtiger Webforms? 
    Which CRM records can I create using Webforms? 
    How does a Webform function? 
    What is Primary Module in Webforms? 
    What is Return URL in Webforms? 
    See all 58 FAQs
    Webhook
    What do the log statuses of a Webhook call define? 
    Can I send a Webhook API request in array format? 
    How do I send a Webhook API request in array format? 
    Can I send related module information using Webhook? 
    How many related modules can I add to a webhook while sending information? 
    See all 6 FAQs
    WhatsApp Integration
    What is Clickatell? 
    What is the WhatsApp integration with Clickatell for Vtiger CRM? 
    Can I configure WhatsApp with Clickatell integration in Vtiger CRM? 
    What are the benefits of integrating WhatsApp and Clickatell with Vtiger CRM? 
    What are the prerequisites to integrate Clickatell with Vtiger CRM? 
    See all 97 FAQs
    Whatsapp
    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? 
    See all 44 FAQs
    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? 
    See all 9 FAQs
    WooCommerce Integration
    What is WooCommerce? 
    How does WooCommerce help you? 
    What are the modules WooCommerce integration is available for? 
    What does integrating WooCommerce with Vtiger CRM sync? 
    What are the ways you can sync WooCommerce data with Vtiger CRM? 
    See all 19 FAQs
    Work Orders
    What is a field service agent? 
    If a work order is related to a Case, can I include the work order line items in the Case? 
    What are Work Orders? 
    Why do I use Work Orders in Vtiger CRM? 
    Is Work Orders available in the One Professional edition? 
    See all 47 FAQs
    Workflow
    How do I reorder the sequence of workflow actions? 
    How do I attach a file in an email sent via a workflow? 
    How can I send emails using workflows? 
    How do I create a workflow? 
    How do I delete sample (default) workflows? 
    See all 73 FAQs
    Xero Integration
    What is the Xero integration with Vtiger CRM? 
    What are the benefits of integrating Vtiger CRM with Xero? 
    How do I install the Xero extension? 
    How do I configure Xero with Vtiger? 
    What modules in Vtiger CRM will sync with Xero? 
    See all 23 FAQs
    Your Account & Subscription Details
    Can I reactivate my closed Vtiger account? 
    Zapier
    Can I integrate my Vtiger account with another application via Zapier? 
    What is a Zap? 
    What is the Zapier integration with Vtiger CRM? 
    How do I find Vtiger CRM on Zapier? 
    What are the triggers and actions supported in the Vtiger-Zapier integration? 
    See all 8 FAQs
    Zoho CRM Integration
    What is the Zoho integration with Vtiger CRM? 
    Can I sync data from Vtiger to Zoho? 
    What are the benefits of syncing data between Vtiger and Zoho CRM? 
    How do I build a Zoho API application? 
    How do I install Zoho Sync? 
    See all 7 FAQs
    Zoho Sign
    What is Zoho Sign? 
    What is Zoho Sign Used with Vtiger CRM? 
    What are the Benefits of Using Zoho Sign? 
    What are the Prerequisites for using Zoho Sign with Vtiger CRM? 
    How to Install Zoho Sign? 
    See all 12 FAQs
    Zoom meetings
    What is Zoom Meet? 
    What are the benefits of Zoom and Vtiger CRM integration? 
    How do I activate Zoom in Vtiger CRM? 
    How do I access Zoom meetings in the CRM? 
    How do I create an event with a Zoom Meet from the Events module? 
    See all 13 FAQs
    iRujul Integration
    What is iRujul? 
    What does iRujul helps you with? 
    What is iRujul for Vtiger CRM? 
    What is required to integrate iRujul with Vtiger CRM? 
    What are the benefits of integrating iRujul with Vtiger CRM? 
    See all 15 FAQs