FAQs in this section
What is Grid Edit?
Is Grid Edit available by default in the CRM?
How can I add Grid Edit in the CRM?
Where can I see Grid Edit in the CRM?
How many records can I edit in the Grid Edit?
Can I disable the Grid Edit?
What can I do when I hover on a record in the Grid Edit?
What can I do when I select a record in the Grid Edit?
What is Grid Edit in Vtiger CRM?
Is Grid Edit available by default in the CRM?
How do I install Grid Edit from the Extension Store?
What are the actions possible on the Grid Edit?
What are the List View similar actions possible on the Grid Edit?
What actions can you perform when you hover over a record in Grid Edit?
What can you do when you select one or more records in Grid Edit?
What can I do in the Grid Edit?
What are the limitations of Grid Edit?
Table of Contents
Here are a few limitations of the Grid Edit:
- Grid Edit is available only in the following inventory modules - Products, Services, and Price books.
- You can only edit the field values of the columns added to the list.
- You cannot edit closed records. If you try to edit a closed record, an error message will be displayed like this - This record is closed and can not be modified.
- You cannot change the currency type in a multi-currency field as it has a dependency on other fields.
- You cannot edit the Amount field in Deals if it contains line items.
- You cannot edit Images, Rich Text, Text area, Grid, Multipicklist fields.
- Any errors while saving the record will be skipped and continued to the next record.
- Duplicate prevention is not handled in Grid Edit.
- Journey template validation errors.
- An approvals confirmation popup will not be shown as we do mass-save from the list view.
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