Edit Record

(See also Edit Multiple Records*.)

The Edit Record Screen displays when you are either creating a new record or editing an existing record.

To edit an existing record, click on the record's Edit icon:

Note.  If you are not an owner of this record the edit option will be disabled: . You can still view the edit dialog but the background will have a 'Non-editable' watermark.

The Record Edit screen has the following components:

To set how the information on this screen is displayed, toggle these controls:

• Simple/Advanced Mode. Simple Mode shows just details for the tab you have currently selected; temporally hiding all extraneous information.
• Hide/Show Help. Hide Help temporally removes the help text for the fields.
• Show optional fields. Deselect this check-box to hide all non-mandatory fields.

The tabs are described in detail in the following subtopics):

When complete, click Save

A red diskette marker on a tab shows that information in that tab has been edited. The software stops you leaving the record edit form until this information has been saved (or intentionally discarded).

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