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