FAQs in this section
What are the key capabilities of the Connections Add-on in Vtiger CRM?
What are the benefits of using Connections feature in Vtiger CRM?
How do I install the Connections Add-on in Vtiger CRM?
What are the steps to set up connections within a module?
How do I unlink an connection record?

How can I edit an existing connection record?

Follow these steps to edit a Connection record:
  1. Log in to your CRM account.
  2. Go to Essentials.
  3. Go to Lead & Contact Management > Contacts. The Contacts List View opens.
  4. Select a Contact record for which you want to edit the Connection record.
  5. Go to the Connections tab from the Summary View of the respective record.
  6. Select the Edit icon by hovering over the Connection record.
  7. Edit the necessary details.
  8. Click Save.

The connection record will now be saved with the modifications.

 
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