Editing Records

Learn how to edit records in Aurea CRM.win.

To edit records:

  1. Open the record in mask view.
  2. Click on a field, or use the Edit button (). You are now in edit mode.
  3. Change the data.
  4. Click on Save (). You return to view mode.
Note: If you do not have the rights required to edit data, the Edit button is disabled.

Your administrator may have configured your interface so that the Edit option is available from the context menu.

Use the arrow keys to navigate between companies or persons without leaving edit mode. This is particularly useful when you have to make the same changes to a number of successive records. You are prompted to save your changes when switching between records in edit mode. You can suppress this prompt by selecting Extras > Other Options from the menu and activating the Suppress Aurea prompt check box.