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Is it necessary to click save after editing companies/contacts/opportunities, or does it do this automatically?

New Member
Posts: 1
Country: USA

Is it necessary to click save after editing companies/contacts/opportunities, or does it do this automatically?

I typically click save anytime I add a new contact/company/opportunity, just to be safe, but some of my colleagues were wondering if it is necessary. Does ACT automatically save things when you add/edit them?

Nickel Elite Contributor
Posts: 521
Country: USA

Re: Is it necessary to click save after editing companies/contacts/opportunities, or does it do this automatically?

It is not absolutely necessary but is the best practice.

 

( Remember frequently back up your database - and put copy of the ZIP file to an external memory or on a computer by the network - Keep in safe place administrator User & Password )

PRAXI SOLUTIONS INC (CRM and FSM Solutions)
contactus@praxisol.com
customercare@praxisol.com
https://www.praxisol.com/solutions
Platinum Elite Contributor
Posts: 14,484
Country: Australia

Re: Is it necessary to click save after editing companies/contacts/opportunities, or does it do this automatically?

It's a bit different, depending on if using Web or Windows, but basically, It should save any data automatically when you go to another record or bring up another dialogue.