Edit a property value for a record

Scope and example

This workflow applies to CRM records. The screenshots use Contacts as the example; the available fields, tabs, and actions may vary by object.

There are two ways to open a record for editing:

1. Click its name in the table. The URL moves to the object’s route — /contacts/<id> in Contacts — and its editing panel, Edit Contact, opens.
2. Or open the three dots on its row and select Edit. The same menu offers Clone, Delete, and the object’s own actions — in Contacts, Create deal with this contact.

Either one opens the same panel; which tabs it brings depends on the object — in Contacts they are Preview, Notes, Tasks, Emails, Calls, Meetings and Activity. Preview is the editable form: update the fields you need and select Save in the panel’s footer. What each field means is covered in Properties. To change the same field on several records at once, use Edit selected.

Editing from the row itself

Not everything goes through the form. Cells that show a reference to another record or a stage are edited without leaving the list: clicking the cell opens a picker with its own search box, right there in the row. Which cells those are depends on the object’s properties; in Contacts:

• Stage opens the pipeline’s stage list, each with its color.
• Assigned to opens the user picker, with a New Assignee option.
• Company opens the company search, with a New company option to create one on the fly.

Plain-text cells — name, email, dates — don’t become editable: clicking the name opens the full record.

There is no standalone control to change a record’s workspace; Workspace can be added as a list column (see Views and columns and Workspaces).