Editing a Current Record

How to make updates to one or multiple fields within an existing record

To perform this task your account will need Read-Write permission.

To Edit an existing record. 

  1. Navigate to the record you would like to update. 
  2. Make updates directly to the database within the Main View by clicking on the field you would like to edit.  Select "Update" to save changes, or "Cancel" if you selected the field in error. 
  3. To open an entire record to make edits, select the arrows that appear to the right of an existing field once you hover over the field. 
  4. The complete record will display allowing you to easily update one or more fields of an existing record. Select "Update" to save changes.

 

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