Add, Edit or Delete a CRM Record

To Add a New Record:

  1. Click “CRM”.
  2. Click the "Add" button.
  3. Fill out the necessary fields to create the record and then click “Save & Close".

To Delete / Edit:

  1. From CRM search for the record from the top or from the “Filters” bar on the left.
  2. To edit, double-click the record in the data grid, make necessary changes then click “Save & Close”.
  3. To delete, single-click on the record in the grid to select it, then click the “- Delete” button at the top.  Be cautious about deleting records - they will be gone forever!

Modified on Thu, 07 Sep 2023 at 03:52 PM

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