User Manual 2.2
×
Menu

1.5.3. Edit Records

There are several places to put a record into Edit mode. The Edit button on the record, related lists, and filtered views. While in Edit mode, the record is locked and no other users can edit the record.
 
1.5.3. Edit Records
1

Click Edit

1. Click Edit
Click the Edit button to enter edit mode.
2

Click to Edit

2. Click to Edit
You can also click the pencil icon next to an editable field to put the record in edit mode.
3

Click Save

3. Click Save
Click Save when you are done editing the record.