Edit a Record
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Records > Edit > Edit a Record

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:

  1. Click on the Module (Icon) that contains the record(s) that you want to edit.



  2. Click on the Edit Icon next to the record.



  3. This will open the record in edit mode underneath the view. Make your corrections and then click on Submit.



  4. If you want the record to open up in edit mode in its own window, click on the second edit icon.



  5. Make your corrections to the record and then click on Submit.



  6. You will then see the record detail that includes any corrections that you made.



  7. You can also edit a record when you are looking at the record detail. Click on the edit hyperlink in the top right.



  8. This will open the record in edit mode.  Make any corrections and then click on Submit.


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