FAQs in this section
What is an FAQ?
What is the Source field in the FAQ module?
How do I add a screenshot in an FAQ?
How do I link an external document in an FAQ?
How does my customer view FAQs?
What are FAQs in Vtiger CRM?
How are FAQs written in Vtiger CRM?
What is FAQ Editor in Vtiger CRM?
Explain List View in FAQs.
Where is the source code available for the different Open Source versions?
List the benefits of FAQs in Vtiger CRM.
Explain Summary View in FAQs.
What are the FAQ statuses in the Article Editor?
How do I create an FAQ?
Are FAQs available for the public to view?
What are the actions performed in the FAQ Editor?
What are the Views in the FAQ Editor?
Table of Contents
You can access all your FAQs by navigating to Main Menu > Help Desk> Agent Enablement > FAQ. The system offers four viewing options: List View, Kanban View, Calendar View, and Grid View. By default, FAQs are displayed in List View.
You can easily switch between the List, Kanban, and Calendar Views using the icons at the top right, next to the +Add FAQ button.
To learn more about the List View, click here.
To learn more about the Summary View, Click here.
To learn more about the Kanban View, click here.
To learn more about the Calendar View, click here.
You can easily switch between the List, Kanban, and Calendar Views using the icons at the top right, next to the +Add FAQ button.
List View
The List View provides a complete list of all FAQs, making viewing and managing them easy. By clicking on the column headers, you can sort FAQs by various criteria, such as date or name. This view allows you to perform quick actions.To learn more about the List View, click here.
Summary View
The Summary View gives you a detailed overview of an individual FAQ, presenting all essential information on a single page. In this view, you can review key details, such as the FAQ's status, associated product, category, and other metadata, depending on the module. You can also take action, like editing the FAQ and changing its status to one convenient location.To learn more about the Summary View, Click here.
Kanban View
The Kanban View displays FAQs as individual cards arranged in columns based on their current status. Each column represents a specific status, such as Draft, Published, To be Reviewed, Reviewed, Obsolete, Junk, or Deleted. This visual layout helps you track the progress and manage FAQs at a glance. You can easily update an FAQ’s status by dragging and dropping it into the appropriate column.To learn more about the Kanban View, click here.
Calendar View
The Calendar View shows FAQs organized by their creation or modification dates, displayed in a clear calendar layout. You can navigate past and upcoming FAQs using the navigation arrows. Clicking on a specific FAQ reveals the owner, creation date, status, and more details.To learn more about the Calendar View, click here.
Grid View
The Grid View provides a spreadsheet-like layout for managing FAQs. Each FAQ is displayed as a row, with its details organized into editable cells. This view is ideal for bulk editing, as you can quickly update multiple FAQs without opening each one individually. You can add or modify details such as tags, categories, and statuses directly within the grid for efficient FAQ management.To learn more about the Grid View, click here.Was this FAQ helpful?
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