Apptivo In-line Editing to update object information.

Updated on December 22, 2014 11:30PM by Admin

Apptivo Inline editing allows you to update object information directly in each row/field on the view page, as shown in the image below:

In order to use this functionality, users required to double click the field to edit.

For instance:

Edit Lead information

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Select a lead to edit and update information.
  3. Click on the required field to edit.
  4. Enter the details in the required field and click outside of the field.
  5. You can view the "Lead updated successfully" notification at the top of the overview page.