How to do undo last changes we did in studio?
Hello,
Could you please clarify what exactly you would like to undo — the layout or any other specific configurations?
Under
Studio/Contact Management / Account Relationship / Edit/Options
I added Community person
Now
Due to that when i am creating new customer i couldn’t assign Account Relationship
You can restore previous layouts using the Revision History feature. Please follow the steps below:
- Go to Admin → Studio → Contact Management.
- Click on the 3 dots (options menu) in the top-right corner.
- Select Revision History from the dropdown menu.
You will see a screen similar to the one shown below:
On this screen, you can:
- View the history of layout changes.
- Preview layouts to see previous versions.
- Compare layouts with the current version displayed on the right.
- Restore layouts by selecting the version you wish to revert to.
If you have any questions or need further assistance, please let us know.
I did Changes over here marked, for would love to drop down menu as my customer type
After doing this change, I am not able to see drop down menu option
Now as per your suggestion it don’t shows any history
Hello sir,
Currently, this type of undo functionality is not available in the CRM.
However, regarding your concern, have you checked the “Community_Person” dropdown list to see if the required options are available?
To check this, please follow the steps below:
- Navigate to Admin.
- Search for Dropdown Editor and click on it.
- Search for “Community_Person” and select it.
A pop-up window will appear. Please check if the required options are listed. If not, you can add them directly. Once added, you should be able to view these options in the Account Relationship Field dropdown.
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