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You can also modify record data directly within the preview pane. Follow these the below steps to edit records with the Preview Pane, when available:

1. Open a list view that includes the record you want to edit.
   • Use the Toggle Preview option in the view's toolbar to enable the preview pane, if not already enabled. See Toggle Preview Option for more information about using the toggle feature.
     
     

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   _step2edit _step2edit

   Select the record that you want to edit.
   
   • The preview pane will display below the list view with the data specified in the record.
   • In the example below, Zahina Miller's record is selected.

   

3. Modify the data fields directly in the Preview Pane.
   
   • Zahina Miller's Title is changed from Customer Support Associate to Customer Support Manager

   

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   _step4edit _step4edit

   When finished, click the Save icon in the toolbar (third button from the left) or select a different row within view. If you selected a different row, then click Yes to save the changes to the record when prompted.
   
   
5. Repeat steps 2 through 4 to edit additional records within the view as necessary.