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?
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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