User Guide & Video


Edit CRM Record Screen

First, go into the lists and select the record you wish to edit. Then click the Edit icon.

This will bring up another screen in which you can edit information in the various fields.

To add more fields to the record, select View Editor from the Actions dropdown menu on the right-hand side of the screen.

Click and drag to add new fields to the record and arrange them in the order you wish for them to appear. When finished, click Save.