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.
What are the FAQ statuses in the Article Editor?
What are the Views in the FAQ Editor?
How do I create an FAQ?
Are FAQs available for the public to view?
What are the actions performed in the FAQ Editor?
Explain Summary View in FAQs.
Table of Contents
Perform or view the following actions in the Summary View of an FAQ:
- Title - Hover over the FAQ title to reveal the edit icon. Click the edit icon to modify the FAQ title and save your changes.
- Follow - Click the follow icon to follow or unfollow an FAQ.
- Add Tags - Select tags from the drop-down menu or create your own.
- Open in a New Tab - Open an FAQ in a new tab by clicking this option.
- Copy Direct Link - Click the copy icon to copy the direct link to the FAQ. A “URL copied successfully” message will appear, allowing you to share the link with others.
- Calculus AI - Use Calculus AI to analyze the record and to ask any question about the FAQ record.
- Mail - Use this option to create and send an email.
- Edit - Click this option to update all the FAQ details according to your requirements.
- More - Access additional actions or options for the FAQ, such as Print or duplicate.
- Summary - View an overview of the FAQ, including key details at a glance.
- Details - Access and review all the specific information related to the FAQ.
- Updates -Track and view a history of changes made to the FAQ, such as edits or status updates.
- Documents - Attach or view documents related to the FAQ for additional reference or context.
- FAQ - Attach or view documents related to the FAQ for additional reference or context.
- WhatsApp -Share the FAQ or communicate about it through WhatsApp directly from the platform.
- Status - View or change the current status of the FAQ (e.g., Draft, Published, or Archived).
- Product Name - View or change the current Product name of the FAQ.
- Category - View or update the FAQ’s category to make it easier to search and filter.
- Created Time - Displays the date and time the FAQ was initially created
- Modified Time - Shows the most recent date and time the FAQ was updated.
- Answer - View or edit the answer associated with the FAQ to ensure accurate and up-to-date information
- Activity - Post comments or mention users to collaborate and keep track of updates related to the FAQ.
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