Adding and Editing Information

In Membrain, there are a number of helpful ways that allow you to minimize data entry and move around Membrain smoothly. Just look out for these handy helpers throughout Membrain:

Hover

Hover over pretty much anything to see more information without having to leave the view you are in. Just hover your mouse cursor over the name of a company, contact, sales project, prospect, or activity to see a snapshot of the most important information tied to it.

History

A history button is available when editing content, displaying historical information for that field. The history icon appears in the bottom right corner.

Drop down lists

In a number of Membrain views, drop-down lists are used to allow you to select which data you wish to view. Views may be restricted based on permissions granted.

Bold text with dotted underline

Clicking on any text in bold with a dotted line underneath allows you to make a new selection or edit any information.

Blue text

A few actions are available for anything in blue text:

Edit the information – hover over the icon until the pen and paper icon appears. Click on the icon to edit.
If you hover over a blue link, in most cases, a smaller window will pop up that gives you a snapshot summary of the most important information
If you click on the blue text, it will take you to a new location, in the example below it's the company page.

Right Click

Right-clicking in many areas of Membrain gives you an additional menu with extra functions available. Just hover your mouse cursor over the name of a company, contact, sales project, prospect, or activity to see the extra functions available.

Example:
Company Contact