Office Hours: Why Can’t I Edit This Field in Quivr CRM?

Description:

Ever been in Quivr (or Salesforce) and wondered why you can’t edit a field? 🤔 In this Office Hours, Steve and Will break it down into three clear reasons why that little pencil might be missing:

✨ Non-editable fields — like Created Date or Completed Date.

✨ Formula fields — data that’s automatically calculated for you.

✨ Related record data — info displayed from another record that has to be edited at the source.

By the end, you’ll know exactly when you can edit, when you can’t, and why.

👉 Got questions like this? Join us live for Office Hours every Wednesday!

👉 Not a Quivr user yet? Schedule a demo today and see how advisors are scaling with Quivr CRM.