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 the Save button when complete
- After saving, you’ll notice that the record is immediately updated with your new change(s)