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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.

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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.

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