Edit CRM Record Screen

First, go into the lists and select the record you wish to edit. Then click the Edit icon.

This will bring up another screen in which you can edit information in the various fields.

To add more fields to the record, select View Editor from the Actions dropdown menu on the right-hand side of the screen.

Click and drag to add new fields to the record and arrange them in the order you wish for them to appear. When finished, click Save.



Have an additional question about any of the tools that you answered? Submit it here, and we will be in contact to help you!

Important: You must check the box above to continue.

Cool Life CRM


Cool Life CRM enables a 360° marketing solution coupled with a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

Client Support

Strategic Partners

Google Partner



IOS Compatible

 Skip Max Background Check Pair Networks




© 2020 Cool Life CRM, Inc. All Rights Reserved