Editing a Record demonstration

It may take a moment for the video to load. Please be patient.

This video includes audio. To listen, please turn up the volume or use headphones. Select "Transcript" under the video or closed captioning (CC) in the video screen to see the text version of the audio.

Transcript

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

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: