How do I enable record versioning?
Once you install the Versioning Add-on, you can enable record versioning via the Allow Record Versioning toggle in the Module Numbering settings page, excluding restricted modules.Follow these steps to enable the Versioning Add-on: - Log in to your CRM account.
- Click the User Menu.
- Click Settings.
- Go to Module Management.
- Click Module Numbering.
- Enable Allow Record Versioning toggle.
Once enabled, you can start revising and restoring records with version histories.