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Editing activities in the grid

Last post 11-21-2011 11:08 AM by Method_Michael. 1 replies.
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  • 11-21-2011 8:58 AM

    Editing activities in the grid

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    On the Activities List, in the grid, i have set it up to allow editing directly in the grid.  But I can't edit the comments area and I don't see how to save it once I have edited it. 

  • 11-21-2011 11:08 AM In reply to

    Re: Editing activities in the grid

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    lpierpont-

    I just created a copy of the CRM_ActivitiesList screen and on Step 5 of 9 when editing the grid I set it to 'Editing takes place directly in the grid' and I was able to make changes right in the grid.

    To apply a change you should see an update button at the bottom right of the grid.

    Did you make any other changes to the grid?

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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