How does Inline edit work on Freshsales?

Modified on: Mon, 30 Jul, 2018 at 3:48 PM


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?

Here’s how:
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.

Note: 
- The inline edit feature does not work on system fields as they are not editable. When hovering over system fields, the grey highlight and edit icon will not appear.  

- Field validations apply to inline edit. An error notification will be triggered if the field criteria is not met.  
- Leaving a required field empty using inline edit will trigger error notifications. 


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.


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How does Inline edit work on Freshsales?

Modified on: Mon, 30 Jul, 2018 at 3:48 PM


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?

Here’s how:
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.

Note: 
- The inline edit feature does not work on system fields as they are not editable. When hovering over system fields, the grey highlight and edit icon will not appear.  

- Field validations apply to inline edit. An error notification will be triggered if the field criteria is not met.  
- Leaving a required field empty using inline edit will trigger error notifications. 


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.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial