Edit Mode Default

Tired of clicking on Edit Mode every time you want to make a revision to an item?Minimize clicks by setting Edit Mode as the default for quotes, orders, and products.

Security Role Setting

• Navigate to Settings > Admin > Security and click on a Role to Edit.
• Scroll down to Other located in the right hand column at the bottom right of the page
• Check the box next to Preferences

Account Setting

• Navigate to Settings > Admin > Account and click on Edit Profile
• Scroll down to Preferences
• Toggle Default to Item Edit Mode to Yes

Item View

When you edit a quote, order, or product item you will be in Edit Mode by default and the top right corner of your screen will look like this.

You can click on View Mode to exit Edit Mode if necessary.