Oracle CRM On Demand Helpful Tips, #1

From time to time, I'll be posting tips on how to take advantage of the many ease of use features within Oracle CRM On Demand. Trust me when I tell you this application is indeed easy to use, with a graphical interface that models the way salespeople work.

So just what is today's tip? Easy! Make sure to leverage the "inline edit" functionality within the application. Doing this can save multiple mouse clicks and enable you to get your tasks done more quickly. For example, let's say you need to edit this record.

CRMOD%20Inline%20Edit.jpg

Instead of clicking on the "Edit" button, editing the field(s) you need to, and then clicking "Save," you can simply click your mouse on one of the fields, like "Account Name," make your changes, and click on the checkmark. For example, all you may want to do in this instance is change the abbreviation and spell out the word "Associates."

Depending on the extent of your changes, inline edit can save several mouse clicks for each interaction. And incidentally, don't let anyone tell you differently. Oracle was the first to introduce this capability into an on demand CRM application. Inline editing is supported in record List pages, record Detail pages, and in many linked records on main record Detail pages.

If you're not currently using Oracle CRM On Demand and would like a 30 day free trial, click here.

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