Where’s the save button
Any changes you make in actisCRM are not permanent until they are saved. Whenever you try to navigate away from a page you were editing without saving a warning will appear.
Save buttons can be found at the top of the page on the grey ribbon that runs underneath the blue menu bar.
- Save: Saves your changes and remains on the current page
- Save & Exit: Saves your changes and returns you to the previous page or the home page
Other buttons on the ribbon:
- Print: Creates a pdf which can be saved or printed
- Detach: Opens the current page in a new tab
- Exit: Closes the page and returns to the previous page or the home page