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How to…Edit a Record Card

Search for the Record you wish to view in the Search box at the top of the screen and click the magnifying glass icon


standard search in buddycrm


Your record will appear in the search results and you click on the company name to view the record card.

search results screen in desktop version of BuddyCRM


If you have permission to edit this record, the pencil icon  will appear at the top right of the record card and in the Trading Profile section below the address..


lead details record screen of BuddyCRM


If you click for the Master Details or Trading Profile. A pop up will appear where you can change and amend the details.

edit master details screen of BuddyCRM


edit trading profile screen of desktop version of BuddyCRM

Once you have made your changes, click on Update to save.

Updated on May 21, 2018

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