Easily Edit Info on Lookups and View All Contacts Screen

by | Oct 25, 2019

Applies to:  R4 Version

Edit Information on Lookups and View All Contacts Screen by simply Clicking & Holding on any Field

To do this, follow below:

Click on the Field you want to edit, and hold for 5 Seconds

NOTE:  To reduce the amount of time required to “hold” the click, go to X > My Settings > Delay before edit contact field on hold click, and change the value to the desired duration (Example: 3)

Edit Information on Lookups

Once the “hold” is recognized, the field opens for editing

Edit Information on Lookups2

Change/Enter the value and click away (anywhere on the screen) and the information will auto-save