--- title: "ClickPoint New Features: Edit Record Type" description: An overview on the new edit Record Type feature from ClickPoint ClickPoint image: https://blog.clickpointsoftware.com/hubfs/New%20Blog/Featured%20Images/featured-new-features.png --- - [All Topics](https://blog.clickpointsoftware.com/) - [Sales Engagement](https://blog.clickpointsoftware.com/tag/sales-engagement) - [Sales Automation](https://blog.clickpointsoftware.com/tag/sales-automation) - [Marketing](https://blog.clickpointsoftware.com/tag/marketing) - [Lead Management](https://blog.clickpointsoftware.com/tag/lead-management) - [Lead Distribution](https://blog.clickpointsoftware.com/tag/lead-distribution) - [Compliance](https://blog.clickpointsoftware.com/tag/compliance) # ClickPoint New Features: Edit Record Type An overview on the new edit Record Type feature from ClickPoint ClickPoint Written by  [Gabriel Buck](https://blog.clickpointsoftware.com/author/gabriel-buck)  ·  March 31, 2015  ·  Last modified September 21, 2022 ClickPoint is pleased to release several updates for the ClickPoint record editor. This makes it easy to add fields of information to your ClickPoint lead management solution. It auto saves your changes, allows you to drag and drop your field order, and customize your sales agent view with the click of a button. [![Record Type Page](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/field_list_grip_check-1.png?width=339&height=116&name=field_list_grip_check-1.png)](http://salesexec.freshdesk.com/support/solutions/articles/4000047983-edit-record-type-update) This updates Edit Record Type Additional Options with two new features: - Field List - Field Group ## Field List benefit and features Lets you edit Field List tab items more easily in Record Type Additional Options - Auto saves when adding or editing a Field - Displays a Grip Icon to the left of the Field Name with easy drag and drop reordering - Green check mark shows items have been saved [![Record Type Additional Options](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/field_list_grip_check-1.png?width=1304&height=447&name=field_list_grip_check-1.png)](http://salesexec.freshdesk.com/support/solutions/articles/4000047983-edit-record-type-update) ## Field Group benefit and features Lets you edit Field Groups tab items more easily in Record Type Additional Options - Auto saves when adding or editing a Field Group or Field - Displays a green check mark when items have been saved - Displays a Grip Icon to the left of the Field Group or Field Name for easy drag and drop reordering Field Group or Fields within the Field Group - Automatically adjusts Field spacing if appropriate [![Contact](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/field_groupt_grip_check.png?width=1320&height=467&name=field_groupt_grip_check.png)](http://salesexec.freshdesk.com/support/solutions/articles/4000047983-edit-record-type-update) [Click here for the full release notes](http://salesexec.freshdesk.com/support/solutions/articles/4000047983-edit-record-type-update).   ![Gabriel Buck](https://blog.clickpointsoftware.com/hs-fs/hubfs/ChatGPT%20Image%20Aug%205%2c%202025%2c%2003_24_18%20PM.png?width=80&height=80&name=ChatGPT%20Image%20Aug%205,%202025,%2003_24_18%20PM.png) Gabriel Buck [See all posts](https://blog.clickpointsoftware.com/author/gabriel-buck) Gabe Buck is the founder and CEO of ClickPoint Software. With nearly two decades of experience solving lead distribution, lead management and sales conversion challenges, Gabe has helped companies in mortgage, solar, education, and home services close the gap between marketing and sales. Through ClickPoint’s platforms - LeadExec and SalesExec - he delivers scalable, compliant solutions that drive real ROI for lead providers and buyers. [![See how ClickPoint clients evolve their sales process ](https://no-cache.hubspot.com/cta/default/8944701/0ffc1286-0666-4b9c-a430-30c615746755.png)](https://cta-redirect.hubspot.com/cta/redirect/8944701/0ffc1286-0666-4b9c-a430-30c615746755) ##### Explore More Articles ## [![All you need to know about the new Edit Workflow feature in ClickPoint ClickPoint](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-new-features.png?width=384&name=featured-new-features.png) ClickPoint New Features: Edit Workflow All you need to know about the new Edit Workflow feature in ClickPoint ClickPoint](https://blog.clickpointsoftware.com/clickpoint-salesexec-new-features-edit-workflow) ## [![ClickPoint releases import service update making it easier than ever to import leads into ClickPoint. ](https://blog.clickpointsoftware.com/hs-fs/hubfs/New%20Blog/Featured%20Images/featured-new-features.png?width=384&name=featured-new-features.png) ClickPoint New Features: Import Leads ClickPoint releases import service update making it easier than ever to import leads into ClickPoint.](https://blog.clickpointsoftware.com/clickpoint-salesexec-new-features-import-leads) ## [![ClickPoint guide shows why automated lead management is superior.](https://blog.clickpointsoftware.com/hs-fs/hubfs/Imported_Blog_Media/6-Signs-Guide-Front-Cover-e1427191977221-1.png?width=384&name=6-Signs-Guide-Front-Cover-e1427191977221-1.png) Lead Management 6 Signs Your Inbound Lead Management Process is Broken ClickPoint guide shows why automated lead management is superior.](https://blog.clickpointsoftware.com/6-signs-your-inbound-lead-management-process-is-broken) ### Get Valuable, Practical Sales and Marketing Tips We’ll send you practical tips and ideas that we use ourselves and show you how to apply them to your sales and marketing workflow ## Amazing support is at the heart of everything we do. ClickPoint provides 24 hour chat support, extensive product documentation, and weekly training sessions. About - [About Us](https://www.clickpointsoftware.com/about-us.html) - [Contact Us](https://www.clickpointsoftware.com/contact-us.html) - [Customer Reviews](https://www.clickpointsoftware.com/reviews.html) - [Insights](https://blog.clickpointsoftware.com) - [Onboarding and Support](https://www.clickpointsoftware.com/services/onboarding-support.html) - [Security & Reliability](https://www.clickpointsoftware.com/security.html) - [Videos](https://www.clickpointsoftware.com/videos.html) - [Support](https://www.clickpointsoftware.com/support.html) - [Knowledge Base](https://www.clickpointsoftware.com/help-center.html) - [Developers - APIs](https://www.clickpointsoftware.com/developer-resources.html) - [Sitemap](https://www.clickpointsoftware.com/sitemap.html) LeadExec - [LeadExec Overview](https://www.clickpointsoftware.com/lead-distribution-software.html) - [Pricing](https://www.clickpointsoftware.com/leadexec/pricing-plans.html) - [Ping-Post](https://www.clickpointsoftware.com/ping-post.html) - [Lead Selling Software](https://www.clickpointsoftware.com/selling-leads.html) - [Live Call Transfer](https://www.clickpointsoftware.com/live-call-transfer.html) - [Pay-Per-Call](https://www.clickpointsoftware.com/pay-per-call.html) - [LeadExec System Status](https://status.leadexec.net/) SalesExec - [SalesExec Overview](https://www.clickpointsoftware.com/lead-management-software.html) - [Pricing](https://www.clickpointsoftware.com/pricing-plans.html) - [Inbound Call Routing](https://www.clickpointsoftware.com/call-routing-software.html) - [Power Dialer](https://www.clickpointsoftware.com/power-dialer-software.html) - [SMS Marketing](https://www.clickpointsoftware.com/text-marketing-software.html) - [Email Marketing](https://www.clickpointsoftware.com/sales-email-software.html) - [Reporting](https://www.clickpointsoftware.com/lead-management-reporting.html) - [Mobile App](https://www.clickpointsoftware.com/mobile-app.html) - [SalesExec System Status](https://www.clickpointsoftware.com/status) ClickPoint +1 (866) 372-9431 4646 E Greenway Rd, Suite 112 Phoenix, AZ 85032, United States sales@clickpointsoftware.com [Facebook](https://www.facebook.com/ClickPointSoftware) [Twitter](https://twitter.com/TeamClickPoint) [LinkedIn](https://www.linkedin.com/company/clickpoint-software) [Privacy Policy](https://www.clickpointsoftware.com/terms-of-service.html#privacypolicy) | [Acceptable Use](https://www.clickpointsoftware.com/terms-of-service.html#usepolicy) | [Terms and Conditions](https://www.clickpointsoftware.com/terms-of-service.html) © 2026 ClickPoint. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Gabriel Buck", "url" : "https://blog.clickpointsoftware.com/author/gabriel-buck" }, "dateModified" : "2022-01-17T19:07:36.345Z", "datePublished" : "2015-03-31T04:00:00.000Z", "headline" : "ClickPoint New Features: Edit Record Type", "image" : [ "https://blog.clickpointsoftware.com/hubfs/New%20Blog/Featured%20Images/featured-new-features.png" ], "mainEntityOfPage" : { "@id" : "https://blog.clickpointsoftware.com/clickpoint-salesexec-new-features-edit-record-type", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.clickpointsoftware.com/hubfs/clickpoint-logo-full-blue-green.png" }, "name" : "ClickPoint Software, Inc." } } ```