FAQs in this section
Which browsers support Vtiger CRM?
How can I reduce space usage?
How do I get more storage?
How can I get a tour of Vtiger CRM?
Where can I set up my name, email ID, and phone number?
What is the price of Vtiger CRM?
What is Vtiger's customer support email ID?
Vtiger is running slow. What should I do?
How many active sessions can I have per login?
Where can I see the version of Vtiger CRM?
How can I talk to Vtiger experts?
How can I get more space for my data?
How do I delete a field?
What happens if I delete a field?
Can I hide a field if I am not using it?
How do I reassign a record to my teammate?
What happens to my data after the free trial expires?
Is the free trial version different from the paid versions of Vtiger?
How can I start my free trial with Vtiger CRM?
Can I subscribe to Vtiger CRM before my free trial expires?
Can I cancel my free trial?
Is there a training video for Vtiger 8?
What is Access Key?
What is new in the recent version of Vtiger (V9)?
What has been improved in the recent version of Vtiger (V9)?
What are the new features added in the recent version of Vtiger (V9)?
What features are modified in the recent version of Vtiger (V9)?
Which features are removed in the recent version of Vtiger (V9)?
How is navigation easy in CRM?
How do the design and functionality benefit you?
How do I log in to Vtiger CRM?
How do I navigate the dashboard in Vtiger CRM?
How do I navigate the List View in Vtiger CRM?
How do I navigate the Summary View of a record in Vtiger CRM?
How long will an Import record persist in the CRM?
What is Versioning Add-on?
What are Snapshots?
In which modules of Vtiger CRM is Versioning available?
In which modules of Vtiger CRM is Versioning not available?
What is Versioning history and numbering?
What happens when you restore the record?
What are the benefits of the Versioning Add-on?
In which editions of Vtiger CRM is the Versioning add-on available?
How do I install the Versioning Add-on in Vtiger CRM?
How do I enable record versioning?
How do I restore a record?
What are the limitation while restoring or revising a record?
What is CRM?
Why is CRM important?
Who needs a CRM system?
What are the key features of CRM?
How does CRM improve customer relationships?
What is the difference between Operational, Collaborative, and Analytical CRM?
What is the difference between Cloud-Based and On-Premise CRM?
How do I choose the right CRM for my organization?

How do I revise a record?

Follow these steps to revise a record. Let us consider the Contacts module to revise a contact record.
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Contacts.
  4. Click the More icon.
  5. Click the Revise icon.
A snapshot of the Details View of the record will be stored, and the Edit page will open for revision. The number of the Last Version number field will increase by one.

 
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