How to use Sheet View

1. Click on any module (except for Dashboard).
   
2. Click on the dropdown menu on the top-right corner and choose Sheet View.
   
   
3. If you're editing using a mouse:
   
• Double-click on a cell to edit it.
  
• Once you're done editing, click outside the cell or just press the Enter key to save.
  
• Press Esc to cancel any unsaved modifications made. 
  
  
4. If you're editing using a keyboard:
   
• Move around the cells using arrow keys.
  
• Press Enter to edit the current selected cell.
  
• After the edits, press Enter to save.
  
• Press Esc to cancel any unsaved modifications made. 
  
  

Quick Preview  

Click on the Quick Preview icon to have a quick look at record details.

Activites in Sheet View 

You can directly create activities for records from the Sheet View by clicking on the plus icon from the left most column in each row.
                                                      
 

If a record already has activities created, you can view them and also create new activities if required.
                              

Notes

• When you change the owner field, all the open activities assigned to the previous owner are reassigned to the new owner by default.
  
• When making changes to a contact name, the first name, last name, and salutation are automatically updated.
  
  
• If you leave a mandatory field empty, an alert message will be displayed.