Home  >   FAQs   >  How do I revise a record?
FAQs in this section

How do I revise a record?

Table of Contents
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.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.