How do I edit a CRM Record?

Complete the following steps to edit an existing record:

  1. Use the Search function or navigate the list of existing records to find the records that you want to edit.
  2. Click on the record's name. The record's details are displayed on a new tab. The Info tab is displayed by default.
  3. To edit the selected record's Info, click the Edit button. The Info form is displayed.
  4. Edit any of the record's details as required.
  5. Click Done to save any changes (or click Cancel to discard any changes). The record's new details are displayed.
  6. To edit the selected record's Contact information, click on the Contact tab then click the Edit button. The Contact form is displayed, repeat steps 4 - 5 to save your updates.
  7. Close the record's tab to return to the list.

NoteEditing records is only available if the user has write permissions on that record.

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