Resources

Editing and Deleting Records

Records can be edited and deleted.

To edit a record, click the module containing the record.

Once in the list view, you can click the Edit button next to the record to be brought to that record's edit form.


Once the form opens, make your changes and Save.



You can also click View from the list view, rather than edit. This will open a view of the record that can be edited quickly by clicking each of the editable fields and making the necessary changes.


To delete a record from the list view, you can highlight this record and any other records you want to delete, and click Delete.

You can also click the Action button while in the record. Select Delete to delete the record.