Edit Inline
When you see a list of records, karmaCRM enables you to edit some of the field’s value, inline.
While viewing the asset list
On the page of any asset list, take your mouse pointer over any record under column name. The entire field turns into yellow color, click on the edit icon as below.
You can change the value of the field. This option enables you to edit some of the field’s value of any asset in a list view. You do not need to open the details of the asset to change the value of the field.
While viewing the details of a specific asset
On the details page of any asset, take your mouse pointer over any field of asset form. The entire field turns into yellow color, click on the edit icon.
You can change the value of the field.
For example, while viewing the details page of any company, take your mouse pointer over the Tags field. Click on the edit icon. You can write the new tag or delete the already available tags, as required.