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 summary view that shows key fields, comments and more when the records are in list view (read more about the “Eye” icon here)
- Vtiger 7 offers more summary views than Vtiger 6 – see the list below
Modules with Summary View in Vtiger 7 that were not in Vtiger 6:
- Quotes
- Sales Orders
- Invoices
- Purchase Orders
All Modules with Summary View:
- Organizations
- Contacts
- Leads
- Quotes
- Opportunities
- Sales Orders
- Invoices
- Purchase Orders
- Tickets
- Projects
- Project Milestones – (note: project milestones summary view page is the same as the details page and does not contain key fields to modify)
Contact us to learn more or for help with your Vtiger!
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