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Vtiger Field Tooltips

The Vtiger Field tooltips extension allows you to add tooltips to modules or fields. The tooltips contain valuable information for the users to get a better understanding of the data in the field.

 

It is a very useful feature that enables the administrator to add helpful tips on different fields within the module. The tooltips can be customized. With this extension, you can make the content bold, underline or italics, set positions, or set a trigger action.

The features of the Vtiger Field Tooltips extension:

Here are some common features:

  • Supports Edit or Detail view. Content can be customized easily.
  • Supports all custom and standard fields.
  • Supports all custom and standard modules.
  • Improves Data accuracy.
  • Available at Vtiger Marketplace.

Vtiger is an up-to-date CRM solution that offers a range of features to help businesses manage their customer relationships and improve their sales and marketing. The Vtiger field tooltips extension is a powerful tool for improving the usability of your CRM system. Book us today to add this extension to your Vtiger and enhance uses working experience.

Tooltips in Vtiger CRM are used to define what kind of data goes into a certain field. Vtiger allows you to add tooltips on fields in two ways, a Modal popup or a simple tooltip. 

Now, let’s see how you can configure the Vtiger Field Tooltips extension to add additional information regarding the fields.

 

Step 1:

After installing the extension in your CRM. You can configure it by accessing the CRM settings from the Main menu.

 

Step 2:

In the settings window. Click on Other settings and then select “Field Tooltips”.

 

Step 3:

Now, select the module for which you want to manage tooltips.

 

Step 4:

In this step, we will configure the tooltip. For that first select the field for which you want to add a tooltip.

 

Step 5:

To edit the icon. Click on the icon. This will open a new window on your screen. You can select an icon from the library or upload your own icon.

 

Step 6:

Now, Choose whether you want a tooltip or a proper popup to display when the icon is pressed.

 

Step 7:

In the text editor. Write the text you want to appear as a tooltip. You can also add images, set the layout of text, and much more.

 

Step 8:

Lastly, press the “Save” button to save your tooltip.

Here note that you can also preview the tooltip to see how it will be displayed before saving it.

 

That’s it. In this way, you can add as many tooltips as you want to display additional information regarding fields.

By adding the Vtiger Field Tooltips extension to your Vtiger you can make the interface look neat and clean by removing extra fields. VTDEV specializes in configuring this extension with your CRM. Contact Now.

 

We provide full support for vtiger 8

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