SalesExec New Features: Edit Record Type

Mar 31, 2015ClickPoint News

ClickPoint is pleased to release several updates for the SalesExec record editor.

This makes it easy to add fields of information to your SalesExec 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

Click here for the full release notes.

Gabriel Buck

Gabriel Buck

Combining years of startup entrepreneurial spirit, with hard work and a healthy dose of passion, Gabe has created a winning culture at ClickPoint Software. He is passionate about lead management, customer service, easy-to-use software design, and creating tools that help marketers create more valuable leads. You can find him in the trenches looking to improve any sales or marketing process in need of improvement.