Editing Records

To edit existing records individually, you can use the record list (record view) screen or record details screen.
This section explains how to edit (or update) records in the record details screen.
To edit records in the record list screen, see Editing Records on the Record List Screen.
To edit records in bulk, see Update Records in Bulk: Editing a File.

1. Click the app to open the "View" screen.
   

2. Click the icon in the left-most column of the record to edit. This opens the record details screen.
   

3. Click to enter edit mode.
   The "Edit Record" screen appears.
   

4. Edit the contents of this record.
   

5. Click Save to save the record.
   

The record has been successfully edited.
Click the history icon to see how the record was changed.