Editing a Record demonstration

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Welcome to the Editing a Record demonstration.

You can edit records that have already been created. We will use the People screen as the example for this demonstration.

From the Front Desk menu, select the People button to open that screen.

Select a record to edit and then select the Edit the Current Record button.

The fields in the record become active and can be changed.

After all the necessary changes have been completed, select the Save Changes button.

As soon as the save button has been selected, all new information and changes will be added to the record. There is no way to undo this.

Ensure that all information is accurate before saving the record.

If you do not wish to save the changes, you can select the Cancel Changes button.

This is the end of the Editing a Record demonstration.

Return to Working with Records

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