Polish The Management System With VTiger Configuration Editor
In the modern times of competition and technology, corporate sector is evolving faster than ever and it is essential for every company to deploy efficient customer care as well as Business Management System. For this purpose hiring highly trained and dedicated personnel is indispensable to cater the needs of clients. Now, the clients might get confused if they are responded to by a new person every time they contact technical support. Furthermore, there are several vital configurations required to be set.
Vtiger 7 provides one solution to all of these problems in the form of Configuration Editor. With Configuration Editor, a number of basic customizations can be applied. You can specify maximum** file upload size, default module, the maximum text length** and a maximum number of records that can be displayed in the list view of any module. Moreover, you can set up your Helpdesk name and email to send notifications from a single support channel.
Helpdesk Setup
Once helpdesk configuration settings are enabled, the trouble Ticket email traffic will be navigated through your Help-desk email. Vtiger 7 routinely notifies through email when a ticket is generated, communication is made via comments, and a ticket is shut down.
Helpdesk Configuration is easy:
- Start by clicking the MENU icon
- On the Settings screen, click on the Configuration button from the left side bar
- Then choose Configuration Editor from the sub-menu
- To enter the editing mode, click the Edit key on the top right.
Here you can define:
- maximum file upload size
- specify default module
- maximum text length for rundown view
- maximum numeral for archives viewable in any module
Field Information
There are a number of useful fields in the Configuration Editor. We’re going to briefly explain their functionality.
| Field Name | Description |
| Helpdesk Support Email-Id | Nominate a single Email ID for the support department. e.g.: vtiger2019@vtiger.com |
| Helpdesk Support Name | Assign a name for Helpdesk Support team e.g.: Vtiger Support |
| Maximum Upload Size (Max %sMB) | Configure the maximum upload size of a file in Vtiger 7 CRM. The values should be 5 MB or less. This can come in handy while uploading your csv file for import. If you want us to increase your file upload size, send us your request to support@vtiger.com |
| Default Module | To change the default module after signing in into Vtiger 7 account, utilize this field. |
| Maximum text length in List View | It helps you to configure length of characters or integers of fields in the list view of any module |
| Maximum entries per page in List View | The number of records in a list per page of a module can be altered to what you consider and feel best. |
| Enable email tracking | When an email with link is sent, the number of clicks on the link are tracked |
| Default Reply To for Emails | Outgoing Server Details for sending email from Vtiger 7 (applicable only for direct emails from CRM) |
| CRM White labeling | Enabling this checkbox will hide help button and footer from the CRM |
| Lookup field search mode | Use this feature to describe the search settings, i.e. in which sections and modules, the search tool look for the requested results. Like In Contact creation form, when you enter text in the Organization name box this setting will control what fields in Organization are to be searched. |
Vtiger 7 is a powerful CRM with dozens of worthwhile tools. Read this article to apprehend that how can you avoid duplications in Vtiger CRM records.
