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#1 Posted : Thursday, January 23, 2020 2:22:52 PM(UTC)
Rank: Advanced Member

Posts: 123

Grid Edit (Web)

A useful feature in Web Mortgage Manager is Grid Edit, which allows you to quickly edit a contact record right from the grid. For example, let’s say that you bring up a list of recent records in Contact Finder and you see that “Bret Hollister” should be “Brett Hollister” so you can click on In-grid Edit to make that change (Figure 1):

(Figure 1: Contact Finder - Grid Edit)

Note that the In-grid Edit control is now enabled. Double-click on the First Name field for the record that you would like to edit (Figure 2):

(Figure 2: Contact Finder - Grid Edit - Edit First Name)

Make your changes and press Enter to commit the changes (Figure 3):

(Figure 3: Contact Finder - Grid Edit - Edited First Name)

Click again on the In-grid Edit control to disable the feature (Figure 4):

(Figure 4: Contact Finder - Grid Edit - Disable)

Now the In-grid Edit control is disabled and your change has been made (Figure 5):

(Figure 5: Contact Finder - Grid Edit - Disabled)

Note that Grid Edit is best used for quick changes as seen in this example. For full editing capabilities, it is preferable to double-click on the contact record to open it for editing.

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