Advice and answers from the karmaCRM Team

There are 3 different ways you can edit your data. 

  • Inline edit from the list view - If you are in your list view and you have data that needs to be updated (phone number for instance), hover your mouse over the field, and click the edit pencil, and change the data. Click the save button if there is one, and if not, click outside the field. 
  • Inline edit from the profile view - If you are in the contact, company, deal or case and you need to update a single field, hover your mouse over the field, and click the edit pencil, and change the data. Click the save button if there is one, and if not, click outside the field. 
  • Edit via the edit form - If you have a lot of data to edit, your best bet is to go into the edit form. Go into the profile of the contact, company, deal or case and click Edit in the upper right corner. Change anything you need to on the edit page, and then click update.

**If the data doesn't have an edit button or pencil, then you may not have permission to edit the data. Please contact your admin for help. 

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