How to update an existing record
To perform this task, your account will require Admin or Write permissions.
Once edits are saved, updated records will immediately be visible to all users in a workspace.
To edit a single record field from within a table:
Double-click into the field cell that needs to be updated
Edit the field
Changes will save by clicking out of the specific field cell and into other records or apps
To make edits within an expanded record:
Navigate to the desired record
Hover your cursor to the left of the record
Select the arrows that appear to expand
Edit the desired fields
Click Save
Use the arrow keys in the top right corner of the record to move to the next or previous record in the table
Pro Tip: If there is an extensive number of fields in the record, save time scrolling by using the Search fields capability. Enter a specific field name or term in the bar at the top of the expanded record. The search will yield all fields that include the term in the field name.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.