Customizations in Vryno CRM

Documentation

Customizations in Vryno CRM

The Customizations module in Vryno CRM empowers users to tailor the CRM platform to their specific business needs, ensuring a personalized and efficient workflow. This module serves as a control…

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Articles

Articles

How to create a new instance in Vryno CRM

Instances in Vryno CRM    What are instances in Vryno CRM?     In the context of…

How to create a Module in Vryno CRM

Modules & Navigations in Vryno CRM  Link for Ref: https://docs.vryno.com/docs/vryno_user_manual/customizations_in_vryno/modules_and_navigations_in_vryno    CRM modules are applications that…

How to add fields to modules in Vryno CRM

Fields in Vryno CRM    Fields in Vryno CRM refer to the individual data elements or…

Custom Views

  What are Custom Views?    In Vryno CRM, custom views refer to personalized and user-defined…

Dashboards & Widgets in Vryno CRM

Widgets in Vryno CRM     In Vryno CRM, widgets are components or elements that display specific…

How to create a new Deal Pipeline in Vryno CRM

What is a Deal Pipeline?     Generally, in the context of Customer Relationship Management (CRM) systems,…

How to Resize Widgets in Dashboard of Vryno CRM

Steps to Resize Widgets in the Dashboard of Vryno CRM:   1. Login to Vryno CRM:…

How to Sort the Fields in the List View in Vryno CRM

Steps to Sort the Fields in the List View in Vryno CRM: 1. Login to Vryno…

How to Clone Records in Vryno CRM

What is a "Clone" Feature in a CRM?   The "clone" feature in Vryno CRM allows…

How to create HTML Email Templates in Your CRM

What is HTML template? An HTML template is a pre-designed layout or structure created using HTML…

How to Implement Color Picklists in CRM for Enhanced Data Visualization

What do you mean by Color Picklist? A Color Picklist in CRM refers to a feature…

How to Utilize Subforms in CRM for Efficient Data Management

What is a Subform? A subform functions as a supplementary form or table, allowing the addition…

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