ClickPoint New Features: Edit Workflow
All you need to know about the new Edit Workflow feature in ClickPoint ClickPoint
An overview on the new edit Record Type feature from ClickPoint ClickPoint
ClickPoint is pleased to release several updates for the ClickPoint record editor.
This makes it easy to add fields of information to your ClickPoint lead management solution. It auto saves your changes, allows you to drag and drop your field order, and customize your sales agent view with the click of a button.
This updates Edit Record Type Additional Options with two new features:
- Field List
- Field Group
Field List benefit and features
Lets you edit Field List tab items more easily in Record Type Additional Options
- Auto saves when adding or editing a Field
- Displays a Grip Icon to the left of the Field Name with easy drag and drop reordering
- Green check mark shows items have been saved
Field Group benefit and features
Lets you edit Field Groups tab items more easily in Record Type Additional Options
- Auto saves when adding or editing a Field Group or Field
- Displays a green check mark when items have been saved
- Displays a Grip Icon to the left of the Field Group or Field Name for easy drag and drop reordering Field Group or Fields within the Field Group
- Automatically adjusts Field spacing if appropriate
