Record Management

Change Record Type

- Click into the record - Find and Select "Actions" button on the top right of the record, below your user name - Select "Update Record Type" - Select the correct record type - To save, click "Update Record Type"

Change the name of a Record

- Locate and click a record - On the right of the record name, locate and click the pencil to make the necessary edits

Make edits to a Record

- Locate and click a record - In the tab to the right of “Activity Stream,” select “Info” section - On the right of each section, select “edit” to make changes - Click “Save” or “Discard” when finished - To add a new row to a table section, choose “Add” on the bottom right of each section - If editing multiple fields, click “Save” once can be applied to all your work - Select “Save” or “Discard” when finished

Delete a Record

- Admins have access to this function - Click into the record - Find and Select "Actions" button on the top right of the record, below your user name - Select "Delete Record"