InsuredMine | Optimize and Grow Your Insurance Agency

Inline Editing

Inline edit functionality allows you to edit your records by clicking on the text. You can make changes to these records without having to open up any edit window. Inline edits are available in – Deal Board/Contact/Account/Deal landing pages and list views

DEAL BOARD:

Deal Board – name section

DealBoard – Personal Details section

LISTS:

Engagement – List

Edit List names in Engagement

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