Editing Records

You can edit records within modules from various different areas of your Interface.

1. Once you click the edit button(or pencil), you will be taken to the Edit View. This allows you to edit/populate the appropriate data for that record. Fields with the red star(*) are required fields. Validation is performed so that a record cannot be saved within the CRM unless data is valid for required fields.
2. Once you have edited/populated the record data, you can save the record which will update the existing record with the new data populated when editing. Once saved, you will be redirected to the Detail View of the record you have edited.