Create a Record
- Once you’re logged in to Relianceflow, you can access different sections by selecting Contacts, Companies, or Deals from the sidebar, depending on the information you want to view or manage.
- To create a specific record from the options on the right, simply click, for example, Create Contact.
- Depending on the type of record you are creating, complete the form with the necessary information.
- Select Create.
When a new record is created in Relianceflow, a notification is sent to the assigned owner if they are different from the creator. This notification uses the User Assigned To Contact template (mail template).
The fields shown in create forms for Contacts, Companies and Deals can be modified in Settings -> Fields.
Update a Record
Relianceflow provides multiple ways to update records. You can make updates directly from the detail view, the index view, or by using a convenient floating modal.
Update a Record via Detail View
To modify a record using the detail view:
- Find the record you want to update. For example, in the contacts table, simply click on the contact’s name to open it.
To start editing, go to the “Details” section in the left sidebar. If some fields are hidden, click the “X more fields” button at the top right of the detail card to reveal them.
- To edit using the modal, click the edit icon located at the top right of the detail view. This will open a modal displaying all editable fields.
Update a Record via Index View
- In the resource index/table view, directly edit fields by clicking on the desired data column. If the field is editable, an edit button will appear at the end of the column.
