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How to edit an organization record?

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You can edit an organization from the List View and the Summary View. You can edit a single record or multiple records (together) depending on the action you want to take.

Editing in the List View
Follow these steps to edit an organization record:

  1. Log in to the CRM
  2. Click the Main menu.
  3. Click Essentials
  4. Click Organizations. The List View displays a list of available organizations.
  5. Hover the record to enable the editing toolbar.
  6. Select single or multiple records using the radio button.
  7. Click the edit icon.
  8. Edit the required information.
  9. Click Save.
Editing in the Summary View
Follow these steps to edit a record: 
  1. Log in to the CRM
  2. Click the Main menu.
  3. Click Essentials
  4. Click Organizations. The List View displays a list of available organizations.
  5. Select the record you want to edit. The Summary View window opens.
  6. Edit the information such as organization details, address, description, and profile picture.
  7. Click Save.
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