Under the menu point Data you have the following options:

 

 

1) Add: A new data record appears where you can enter information.

 

2) Save: All the modifications of the currently selected data record are saved.

 

3) Copy: Copies the entire content of the selected row to a new row.

 

4) Copy to another parent: the entire data record is copied to another contact, company, group or opportunity (depending on the data type chosen for this table)

 

5) Move to another parent: the entire data record is moved to another contact, company, group or opportunity (depending on the data type chosen for this table)

 

6) Relate to another parent: You can also display your data record at another parent record as well, for example a contact, a company, a group or an opportunity. In this case, contrary to when you just copy the data record, the information will also be changed in all of the related records whenever you change any information of one of the related records.

 

7) Delete: Deletes the currently selected data record. This also effects any related data records.

 

8) Delete all records in view: Deletes all of the records (!) of this table that belong to the current parent record, e.g. Chris Huffman. Before the final removal a warning message will appear if you really want to delete all of the records.

 

9) Refresh: refreshes the view

 

The following features are only available when you defined a sub table:

 

10) Add detail record: a new row appears in your sub table where you can add information

 

 

 

 

 

11) Expand all details: opens all of the sub tables

 

12) Collapse all details: closes all of the sub tables

 

13) Show detail tabs: displays the names of the sub tables

 

14) Joined group panel: enables grouping in the sub tables