Can I update my CRM information from Corzo?


Yes! CRM fields can be inserted and updated using inline fields in Corzo.


What CRM fields can I access with inline fields?


Inline fields can be used to access and update any CRM field that is related to an object (leads, contacts, accounts, or opportunities) associated with your note.


Example associations:


How do I create an inline field?


Inline fields can be created by typing / in a note or by clicking the + button at the start of an empty line.




How do I know if my CRM information has been updated?


Once you click enter after updating an inline field, or click out of the inline field, the information will be updated in your CRM. The indicator under your inline field will let you know once the update has happened.



How do I delete an inline field?


Once you have finished using an inline field to update your CRM you can then remove it from your note. (Or leave it there if you prefer!)


To do so, just click the X at the end of the field.



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