FAQs in this section
How do I log out from Vtiger CRM?
What is the Actions dashboard?
What is the left menu in the Actions dashboard?
How do I set up alerts for Events and Tasks?
How do I set up alerts for emails?
How do I set up alerts for @mentions?
How do I set up Smart Alerts?
What are lifecycle conditions?
How do I set up lifecycle conditions?
What are record-level analytics?
How do I create charts under record-level analytics?
How do I create a list under record-level analytics?
How do I obtain key metrics of a record using record-level analytics?
What are the different actions I can perform on record-level analytics?
What is Quick Create?
How do I use Quick Create?
What are the benefits of using Quick Create?
How do I receive alerts when a record is assigned to me?
How do I set up alerts for idle records?
How do I update a CRM record?
Table of Contents
You can update a record in the record's Summary view.
Follow these steps to update a record:
Follow these steps to update a record:
- Log in to your CRM account.
- Open the required CRM record. The Summary View of the record opens.
- Select the field to be updated.
- Enter the new field value.
- Click Save.
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