How To: Amend Items within the Grid
Amending fields in the [ Contacts ]
tab will update the relevant information in the customer/supplier screen.
- Open a CRM Manager screen .
- Click on the
[ Contacts ]
tab. - Use the filters to locate the contact information required.
- Press Alt+E or click
to enter edit mode.
- Amend the fields as required (dark-grey fields are read-only).
- Press Ctrl+S or click
to save.