Edit mode

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A feature common to many databases is the ability to switch between View Mode and Edit Mode.

Users can switch to Edit Mode by clicking on the Edit button at the top of UTA records and on contact and company profiles. The record then becomes editable and the Edit button toggles to become a View button, which switches the record back to View Mode.

SmartSimple allows system administrators to set permissions for roles that can edit UTA records through the Security Matrix.

The visibility of the Edit button on contact and company profiles can be controlled by the Advanced Logic settings in Global Settings.

See Also