Inline Editing

Inline editing gives you the ability to change information on a Person, Company, or Job Order record without having to access the full edit screen. This is the most efficient way to make edits on the fly (for example, if you obtain a new phone number from a candidate).

To inline edit a piece of information on a record:

  • Navigate to the corresponding Person, Company, or Job’s Datasheet and locate the card you wish to edit
  • Click the pencil icon in the top right corner of the card

  • Make any necessary edits and click theĀ Save button when complete

  • After saving, you’ll notice that the record is immediately updated with your new change(s)