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?
What can I do in the Grid Edit?
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 can you do when you select one or more records in Grid Edit?
What are the limitations of Grid Edit?

What actions can you perform when you hover over a record in Grid Edit?

When you hover on a record in Grid Edit, you can perform the following actions provided you have the Profile/Role level permissions:
  • Edit
  • Create Reminder
  • Preview
  • Call
  • Send Email 
  • Send SMS 
  • Whatsapp
  • Accept Case(Only in Cases) 
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