From http://wiki.vtiger.com/archives

There are a large number of operation performed in vtiger.

Create Operation: There are 3 possible ways by which you can create records in the vtiger CRM.

1. List View and Detail view create button
2. Quick create link
3. 'More information' of the related modules

Update Operation: There are 3 possible ways by which you can create records in the vtiger CRM.

1. List View and Detail view Edit button
2. 'More information' of the related modules
3. Using Mass Edit

Delete Operation: Delete operation works in two ways.

• Delete the records from module
  • List View and Detail view create button
• Delete the relation between the modules
  • 'More information' of the related modules
• Mass delete with the help of list view delete button

Search Operation: In vtiger we can perform different type of the search

• Global Search
  • Select the modules in which you want to serach
• List view basic search for all the modules, field for search are shown based on custom view
• Advanced search with different grouped conditions
• Search in the POP-UP windows

Navigation

1. Detail view navigation
2. List view navigation

Duplicate Merge

1. Search the duplicate records from list view of the modules and merge them
2. Search while importing the records and perform the action

Import and Export

1. vtiger support import of the csv file, just make sure that the mandatory fields should be present in the csv file.
2. During import one can perform duplicate check with the help of duplicate merging.
3. While exporting from vtiger one can export all the records as well as limited records with the help of search

Report Creation: From Report module you can create different type of the reports with various option.

1. Creating report for a single module
2. Creating report with related to module
3. Setting up filters
4. Sharing of the reports

Sending of Email: There are lots of places from where one can send email. vtiger also support auto emailing with the help of work flow.

1. List view and detail view of the module
2. Using Web-mail
3. auto generated email by configuring work flows
4. System default emails

Sending of SMS: There are lots of places from where one can send SMS same like emails. With the help of work flow one can enable the automatic sending of SMS.

1. List view and detail view of the module
2. auto generated email by configuring work flows

Module Manager Operations: There are a lots of action which you can perform through module manager

1. Adding New modules or updating the old custom modules
2. Installing new language pack
3. layout design of the modules, moving of the fields between blocks
4. creation of new custom field and custom blocks
5. setting up field formulas and tool-tip for the modules

Managing the Role Based Pick-List: With the help of Pick-list editor you can create, update and delete the pick-list values.

1. Create, update and delete of the pick-list values
2. Global and role based delete operation
3. Managing pick-list according to the role based hierarchy