Final answer:
Editable grids in CRM systems allow users to update lookup fields to custom entities, edit records on mobile clients, and group records by specific columns. The capability to update certain system lookup fields may vary across different CRM platforms.
Step-by-step explanation:
The actions that can be performed using editable grids in the context of a Customer Relationship Management (CRM) system are as follows:
- Update a lookup field to a custom entity. This allows users to change the reference to another entity record within the grid itself.
- Edit records by using mobile clients. Users have the flexibility to edit information directly from their mobile devices, enhancing the user experience and productivity on the go.
- Group records by a specific column. This enables users to organize the data in a meaningful way to make it easier to review and analyze.
Options B (Edit records by using mobile clients) and C (Group records by a specific column) are common features of editable grids in CRM platforms. However, the ability to update certain types of lookup fields, such as a Customer Type (Option D) and Owner (Option E), may vary depending on the CRM system's capabilities and configurations. Therefore, the correct actions are A, B, and C.