Summary Widgets – as the name suggests, enables to manage i.e. add or remove any widgets from any module’s summary view. For adding a new widget, you can add new widgets from any related module. On the added widget, you can add new record, select from existing, click on the related records to edit individual…
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Summary Widgets Summary Widgets is a UI enhancing (no standard code modifications) extension that allows to add a widget in summary view of any modules. The widget can be selected from any related module and show information filtered on the basis of the configuration. It specifies things like name of the widget, columns/fields to display,…
Accessing a related record in VTiger is basic knowledge for every VTiger user. Go to the module and open a primary record. Then find the desired related module icon and click. You will see the list of all the related modules without any problem and uhmm – filter. Summary Widgets OR you can use…
Want to change the Order of the Widgets in the Summary View you can do it by using VTiger Summary Widgets Extension. This feature allow users to set the desired order of the widgets in the summary view. How to Change the Widget Order Go to the “Menu” and select “CRM Settings“. Under “Other Settings” select “Summary Widgets“. Then…
If you are looking to hide existing default widgets in VTiger 7 e.g “Documents, Activities, Updates” you can do it by using VTiger Summary Widgets Extension. How to Hide Existing Widgets Go to the “Menu” and select “CRM Setting“. Under “Other Settings” select “Summary Widgets“. Then select the “Module” and “Check box” the default Summary Widgets…