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 Tips & Tricks: Threaded Comments
How Threaded Comments Appear: In both Vtiger 6 and 7, you can view your comments in a threaded format. It shows original comments furthest to the left and indents the replies to the original comments as shown above. To view the threaded comments, click “View Thread” beneath one of the comment replies and it will […]