This article describes how to Edit a Record. This help article will describe the three ways that you can edit a record.
To Edit a Record:
- Click on the Module (Icon) that contains the record(s) that you want to edit.
- Click on the Edit Icon next to the record.
- This will open the record in edit mode underneath the view. Make your corrections and then click on Submit.
- If you want the record to open up in edit mode in its own window, click on the second edit icon.
- Make your corrections to the record and then click on Submit.
- You will then see the record detail that includes any corrections that you made.
- You can also edit a record when you are looking at the record detail. Click on the edit hyperlink in the top right.
- This will open the record in edit mode. Make any corrections and then click on Submit.
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