Inline Editing
Edit any field in place across lists, pipeline, and detail views with instant save, live sync, and automatic audit logging.
Inline Editing lets you click any field in the lead list, pipeline, or detail view and edit it in place, with changes saved instantly, synced live to other users, and logged to the audit trail.
How it works
Click a field to edit it directly without opening a modal or navigating to a separate form. Changes persist automatically with no manual save button or page reload. Updates propagate to all users viewing the same data through SSE and Ably, and every edit generates an activity log entry with the timestamp, user, and field details.
Key capabilities
- Modal free editing directly in lead lists, pipeline views, and detail screens.
- Instant automatic save with no manual save action or reload.
- Live cross user synchronization via SSE and Ably.
- Contextual editing within list and pipeline views.
- Automatic audit trail logging with user attribution and timestamps.
- Consistent inline editing across leads, companies, contacts, and deals.
- Built in validation and error handling during edits.
Tips
Inline editing works the same way across lists, pipeline, and detail views, so there is no separate editing interface to learn per screen.