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What Are Key Fields And How To Set Them Up In VTiger 7

December 6, 2017
Article
In VTiger 7, Key Fields are shown in the summary view in most module records. This includes the records in Contacts, Organizations, Leads, Opportunities, Quotes, Sales Orders, and more. How to Set Key Fields Go to the “Menu” and click on the “Settings” button and select “CRM Settings“.   Under the “Module Management” drop down menu select “Module Layouts & Fields“. From here select the module. Click on the “Key Field” button to Show/Hide them in key field view.   For further help contact us on Help@vtexperts.com. We’ll be glad to be of service.