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Quick Edit Activities

quick edit extension vtiger

Overview:

Editing records in each module manually requires a lot of time and effort. But with the new and improved Vtiger Quick Edit Activities extension you can speed-optimize the updating of related records.

Most of the time employees have to edit a record in the activities module whenever a new change is made to the project. Do you think they have time to access the module each time and edit the details? Well! Not at all! They struggle with time management and are unable to manage the editing process. Our Quick Edit Activities extension comes in handy for such situations.

Above all, Quick Editing is a smart and easy alternative to editing records in different modules. So, our Quick Edit extension works by displaying a small pencil icon in front of fields in the details and edit view of records. By clicking on the pencil icon, Vtiger prompts a modal form where users can edit the fields in the activities module. So, the extensions make it super easy and convenient for the users to edit records without having to access each module.

Our Vtiger Quick Edit Extension has the following prime features:

  1. It has an easy-to-use configuration panel.
  2. Edit records in related modules from detail and edit view.
  3. Compatible with the module manager.
  4. Included in the Extension pack.
  5. Access the detailed information of the record in the Activities module.

Documentation.

Have you already configured our Quick Edit extension but are struggling to utilise it for your betterment? If so, read the step-by-step guide below and make use of this powerful vtiger plug-in.

 

Step 1:

The first step to utilize any extension after installing it is to access it. Once the extension is installed it is automatically activated.

 

Step 2:

Second, access the activities module to edit the record.

 

Step 3:

Thirdly, Click on the edit button. You can also edit the field from detail view of the record.

 

Step 4:

In front of a field, a pencil icon is displayed. To edit the field in activities module. Click on the pencil icon.

 

Step 5:

Lastly, a form will be displayed on your screen. From here you can edit the extension.

That’s it.

Contact us: 

If you want to configure the Vtiger Quick Edit Activities extension with your CRM instance and are struggling to do so. Hire VTDEV because it’s a perfect vtiger service providing agency offering top-notch Vtiger services to configure and set up the powerful software in your organization.

So, what are you waiting for? Book our consultation today and see the magic happening.

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