Records

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Search For Records
This tutorial describes how to Search for records in your database.
Records > Search > Search For Records
Quick Add a Record
This article describes how to Add a Record through the Quick Add.
Records > Add (Records) > Quick Add a Record
Edit a Record
This article describes how to Edit a Record. You can edit a record in several ways. This help article will describe three ways that you can edit a record.
Records > Edit > Edit a Record
Cloning a Record
Records > Add (Records) > Cloning a Record
Collapsing Record Sections
Records > Edit > Collapsing Record Sections
Permanently Delete Records
Records > Delete > Recycle Bin > Permanently Delete Records
Excel Formatting Help
Records > Add (Records) > Importing > Excel Formatting Help
Import Troubleshooting
Records > Add (Records) > Importing > Import Troubleshooting
Editing Line Items
This article describes how to Edit Line Items/Questions
Records > Edit > Edit Line Item
Adding Line Items
This article describes how to Add Line Items/Questions
Records > Add (Records) > Add Line Item
Add a Record
This article describes how to Add a Record from a Module.
Records > Add (Records) > Add a Record
Delete a Record
This help tutorial describes how to Delete a Record from a Module.
Records > Delete > Delete a Record
Filtering Records
Records > Search > Filtering Records
Importing from Excel
Records > Add (Records) > Importing > Importing from Excel
Mass Update
Describes how to mass update records
Records > Mass Update