1. Implementation Reference
  2. About Click to Edit

About Click to Edit

The click-to-edit feature lets salespeople edit records directly from landing pages of work areas. By simplifying data entry, the click-to-edit feature improves usability and efficiency when working with business transactions.

Salespeople can change attributes for records directly in the landing pages without navigating to the edit pages. This feature is enabled through the Click-to-Edit on Landing Page Enabled (ZBS_ENABLE_CLICK_TO_EDIT) profile option.

This profile option isn't enabled by default. Administrators must set the profile option to enable the click-to-edit feature on the landing pages for the following sales objects:

  • Accounts

  • Contacts

  • Opportunities

  • Leads

  • Activities

  • Assets

  • Territories

The click-to-edit feature is also available for company-defined objects.

Related Topics