FAQs in this section
What is Grid Edit?
Is Grid Edit available by default in the CRM?
How can I add Grid Edit in the CRM?
Where can I see Grid Edit in the CRM?
What can I do in the Grid Edit?
How many records can I edit in the Grid Edit?
Can I disable the Grid Edit?
What can I do when I select a record in the Grid Edit?
What are the limitations of Grid Edit?

What can I do when I hover on a record in the Grid Edit?

When you hover on a record in Grid Edit, you can perform the following actions provided you have the Profile/Role level permissions:
  • Edit
  • Preview
  • Call
  • Send Email 
  • Send SMS 
  • Whatsapp 
  • Accept Case (only in Cases)
To know more about Grid Edit, click here.
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