Quick View extension for Vtiger CRM

Quickly view the relevant records information in the list views

Hovering the mouse over the record will show you tooltip popup with more detailed information

Quick View features

  • Quick preview of related records in list view
  • Detailed information of the displayed records
  • Showing the latest updates & comments
  • Edit displayed data via Fields & Layouts
  • View Key Fields or Header fields in record preview
  • Simple use by moving the mouse over record in list view
  • No adjustment required for the extension
  • Quick View for Vtiger is easy and fast to use
  • Supports all Standard & Custom modules
  • Vtiger 7.x/8.x compatibility
  • Included in our packages: Mini, Extended and All Access

 Quick View does not have Settings

Start using Quick View now!

Header fields in a preview

Header fields are shown in the pop-up of Quick View on the top.

These fields are displayed based on the Fields & Layout settings.

How to change these fields based on your needs? See below:
(in this case we use a Contact module as a preview record)

  • It is necessary to modify the header for the module we are viewing
    Go to Main menu –  Settings – Module Management – Layouts & Fields (1)
    Select module – Contacts (2)
    (Image A)
  • All fields for this module will be displayed (3)
    Select the field you want to see by clicking on Header icon (4) 
    Field can either be an header field or key field only!
    (Image B)
  • If you no longer want to see fields in a pop-up, click on Header icon again

 Note: When you enable Header in the Layouts & Fields, the field column is visible in the list view.

More info about Header and Key fields

Key fields in a preview

Key fields are shown below the Header fields in the pop-up of Quick View.

In order to change the Key fields, the same settings apply as for Header fields.

  • Key fields are changed in Layouts & Fields settings as well
  • By clicking on the Key field icon you will activate it or deactivate it

 Note: If Key field is enabled, the field is visible in the Summary view of the record.

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

Try Quick View via our Extension Packages Trial (14 days)

(included in Mini, Extended and All Access packages)

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