Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values.

How to make Fields Read Only

• Go to the “Menu” and select “CRM Settings“

• Under “VTiger Premium” select “Conditional Layouts“

• Click on the “+ New Conditional Layouts” button or you can edit an old one.

• On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout.

• Then select the “Field Value” and set it to “Make Field Read Only“.

Summary:

It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.