Learn How to Quickly View & Edit Records in CRMPlus365 with the Record Set Button


This video explains a hidden feature in CRMPlus365 that allows users to quickly view and edit records without losing their place in the list. Normally, when a user makes a change to a record and saves it, the system refreshes the list and brings the user back to the top. With the Record Set button, users can save a record and continue scrolling through the list without interruption. This feature is especially useful when working with long lists of records.


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