Top Producer CRM allows you to view and edit multiple records in several easy ways – you can mass open as many records as you want and then click Next or Previous to move back and forth between them, or, you can open each desired record in a separate browser tab. The flow below uses contacts as an example, however, view and edit multiple records is possible for all other record types .
- Navigate to your Contacts Summary list by going to Contacts > Contacts Summary.
Select the checkboxes for the contacts you would like to view/edit.
- Click the Mass Open link.
You can now use the Next and Previous buttons to go between contact records.
Tip: For mass open contact records only, you can also click Contacts List to jump directly to a contact by selecting them from the list of contacts.
Opening Multiple Tabs or Windows
As an alternative, if you’d like to edit multiple records and be able to quickly switch back and forth between them to compare information, you can use your browser’s built-in functions for opening pages in a new tab or window. From the Contacts Summary screen right-click a contact’s name and select Open in New Tab or Open in New Window. You can now open as many records as you want and after viewing/editing, you can close the pages.
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