Quick Edit

Quick Edit

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Quick Edit
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For Prospects, Accounts or Contacts objects only, the Quick Edit Icon can be enabled, to launch a prospect, account or contact window for editing.

Enable Quick Edit in an Object

  1. Click Designer > Objects > {object}
  2. Click the Fields tab
  3. Select an existing Field to edit, or click the [New Field] button
  4. Complete the required information - Learn more: Add Field
    Note: Dynamic Filters can be used in Default Values
  5. In the Basic Information section, check or uncheck the Include in Quick Edit checkbox icon; When checked, this field will appear in the Quick Edit window
  6. Select the field that is eligible for a quick edit

Examples

The appearance of the Quick Edit window differs, depending on the type of object selected.

In a View or Report, use the to launch the Quick Edit window.

Quick Edit Contact
Quick Edit Contact
Quick Edit Account
Quick Edit Account
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