Latest Updates To Pinnacle Ai CRM

blog image

Version History For Forms & Surveys

March 22, 20241 min read

Version History For Forms & Surveys

Important Updates| New Feature Release| CRM | Customer Managment

March 22, 2024•1 min read

Consider a small consulting firm using the CRM to collect client feedback through surveys. With Form and Survey Version History, the firm can confidently make changes to survey questions, review past versions for comparison, and ensure that each iteration of the survey aligns with their client engagement objectives.

Version History For Forms & Surveys: An innovative feature that automatically saves and tracks multiple versions of forms and surveys, allowing businesses to easily review changes and revert to previous versions.

⭐️ Why Does It Matter To Your Business?

  • Effortless Revision Tracking: Seamlessly track changes and revisions made to forms and surveys over time, enabling businesses to identify modifications, errors, or improvements and maintain accurate records of form data.

  • Quick Error Correction: Easily revert to previous versions of forms or surveys to rectify mistakes or restore earlier iterations, minimizing the risk of data discrepancies and ensuring data integrity across all form submissions.

  • Efficient Version Correction: Accelerate the correction process by swiftly accessing and reverting to specific versions of forms or surveys, ensuring rapid resolution of errors and maintaining consistency in data management.

⭐️ How To Use Version History For Forms & Surveys:

  1. Access the Sites Tab from the left navigation menu then click on Forms/Surveys from the upper navigation menu and then click on form/surveys.

  2. In the builder Click on newly added “Versions” options.

  3. Here you can see all the previous versions of your form/surveys.

Form and Survey Version History empowers businesses to effortlessly track revisions, correct errors and optimize form designs.

versionshistoryformssurvey
blog author image

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.