How To: Amend Items within the Grid

Amending fields in the [ Contacts ] tab will update the relevant information in the customer/supplier screen.

  1. Open a CRM Manager screen (show me how).
  2. Click on the [ Contacts ] tab.
  3. Use the filters to locate the contact information required.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Amend the fields as required (dark-grey fields are read-only).
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.

See Also


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