Inline edit is a functionality that allows users to edit their records from the Lead/Contact/Account/Deal landing pages and list views. This gives the ability to make changes on their records without having to open up the edit form/window/dialog box.
How to use it?
1. Hover on a field that would like to edit. The field will be highlighted in grey and an Edit Icon will appear.
3. Click on the icon. You will be presented with a edit box that allows you to make changes to the particular field.
4. Once a change has been made to the field, click ✔. Your edits will now be saved to the record. To discard the changes, click x.
How does inline edit operate on fields with dependencies?
When you click on a field that has an associated controlling or a dependent field, then you will be presented with an option to edit all the associated fields.Note: When making changes to a dependent field, the associated controlling field needs to be updated/filled. No changes can be made to the dependent field without editing the controlling field.