FAQs in this section
How do I create an Audit template in Vtiger CRM?
What are Audit Forms in Vtiger CRM?
What do you mean by Audit Insights in Vtiger CRM?
Can I use Quality Audit for my business?
Can I add images and videos to the Forms?
How do I track an organization’s performance?
Is the Quality Audit feature available for Android and ios users?
Can you explain the process of auditing for large organizations?
Can I add a comment to the Forms?
Can I raise Internal Tickets for unfinished work in an organization?
Can I add images from the gallery to the Forms?
What are the Audit Form statuses in Quality Audit?
How do I access and customize Audit Forms in the CRM?
Can I add Relationships or Duplicate prevention in Audit Forms?
What UI changes have been made to Audit Forms and Service Forms?
What fields are now included in the Audit Form?
How do I modify an Audit Form in the CRM?
Table of Contents
You can edit an Audit Form in two ways:
- From the List View
- From the Summary View
From the List View
Follow these steps to Edit an Audit Form from the List View:- Log in to the CRM.
- Go to the Main Menu.
- Go to the Service desk > Quality Audit.
- Select Audit Forms. The Audit Forms page opens.
- Hover over the Audit Form you want to edit.
- Click Edit from the quick action options. The Editing Audit page opens.
- Make the necessary changes in the required sections.
- Click Save.
From the Summary View
- Log in to the CRM.
- Go to the Main Menu.
- Go to the Service desk > Quality Audit.
- Select Audit Forms. The Audit Forms page opens.
- Click on the FAQ you want to edit. The Summary View of the record opens.
- Click Edit in the top right corner. The Editing FAQ page opens.
- Make the necessary changes in the required sections.
- Click Save.
Note: Only specific fields in the Audit Form can be edited.
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