No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales
23 queries in 0.112
General Help – Tall Emu CRM
opener
  • Trial Setup Guide
  • Help Articles
  • Setup Guides
  • Videos
  • Release Notes
  • Tall Emu CRM Home Page
  • Get In Touch
  • Login
  • Trial Setup Guide
  • Help Articles
  • Setup Guides
  • Videos
  • Release Notes
  • Get in Touch with Helpdesk
  • Login to CRM

How Can We Help?

Getting Started Guide
Trial Setup Guide
Basic Settings and Navigation
Account Management
Pipeline Management
Quoting and Selling
Integrations
Outlook Add-In
Accounting
Manufacturing
Products, Inventory and Pricing
Marketing
Jobs, Assets & Service Management
Home / Online Help / Basic Settings and Navigation / Open or Edit Existing Records
Basic Settings and Navigation

Open or Edit Existing Records

To open an existing record, simply click or tap on it in the grid.  The record will be opened for editing.

the CRM Web CRM

Using the Map View
Change Column Order

Related articles

Advanced Filters
Configuring Dropdown Lists
Configuring Product Settings
Creating New Records
Emails
Managing Duplicate Records
Notes
Parent-Child and Third-Party Relationships
Setting Up Grid Layouts
Show and Hide Columns
SMS messages
Tasks
Using the Kanban View
Using the Map View
Change Column Order
Import from CSV
Setting Up Your CSV
View Details on Pins
Filter Map Records
Sorting Records
Colourise Records
Filtering Records
Viewing Tags
Adding and Editing Tags
Sorting and Filtering with Tags
tell emu
  • About Us
  • Become a Partner
  • CRM Software for Australia
  • Tall Emu Home Page
  • Copyright © 2018 - 2026 - Tall Emu Pty Ltd.
  • All rights reserved.
  • Terms of Use
  • Privacy
  • ABN: 82 099 970 868
27 queries in 0.135