Hello,
In IFS Aurena, it is possible to edit a list of Leads directly from the Customer Relationship Management/Leads Pages. See below :
However, it does not seem possible in the same page for Opportuinities or Accounts CRM, see below:
Is there a way to activate this “edit” fonctionnality both for Accounts and Opportunities ?
Many thanks
Hi,
There is no way to activate “edit” functionality. Due to different technical limitations we had to implement the Account and Opportunities overview pages without edit functionality. We know that many users would like to edit records directly from the overview page so we will try to solve that but I cannot say when we will be able to handle that.
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