With in-line editing, users can now edit Company properties from the Companies overview page of Visible.
You'll first want to make sure you have the necessary Company properties in this view to edit. From there, you can click directly into the Company property and make edits in-line.
Below is a guide for how to make edits to Company properties from the Companies overview:
Step One: Navigate to the Companies overview page.
Click Companies in the top left of your screen to navigate to the companies overview.
Step Two: Click the three dots in the top right side of your screen and then choose Edit columns.
Click the three dots that are toward the top right hand side of your screen. Then choose Edit columns from the dropdown menu.
Step Three: Select the Company properties that you'd like to add to the Companies view. Then click Save.
Choose the Company properties that you want to see in the Companies overview page and edit in-line. Then choose Save.
Step Four: Hovering over the Company property will turn the text box grey. To edit the Company property, click the text, then make the necessary edits.
Click into the text box associated with the Company property that you wish edit and then make the necessary changes.
Step Five: You'll see a notification in the top right of your screen designating that the changes have been saved to the Company property.
Once you have clicked out of the Company property or pressed the Tab key, your work will be saved. You will see a green notification in the top right of your screen confirming that the Company property has been updated.
Please reach out if you have any questions!