The Planning Edge

Editing

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You can edit in multiple places within The Edge Platform. We will show you these below.

Clicking Edit in a record page.

You can edit a record two different ways.

Firstly you can click the 'Edit' button at the top right of the page. This will provide you the option to edit all the fields on the page.

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This pop-up will appear where you can edit any field and once you are done click 'Save'.

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Double click on Details TAB

Another way of editing the record is by double clicking on a field in the details tab. The section will become editable and you will be able to edit a field and then click Save.

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Editing in a grid

Finally you can also edit in a grid by clicking on the pencil icon next to any of the fields.

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You will then be able to edit the field, click Enter and then the Save button will appear for you to save the change.

Customers
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