Updating Records

Updating a Record

Sometimes information changes, for example an address or phone number will change when a person moves. A user can easily modify the information in a previously saved record to reflect this information change. This process is called updating a record and can be achieved through the following steps:

  1. Select the record that needs to be modified by clicking its row on the records list. Once selected, the record is highlighted and the record's data is displayed in the Form area.
  2. Click on the Edit Record button or select Edit from the Action menu. The Form area will become editable.




  3. Make the desired changes by editing the record's data in the Form.
  4. Click on the Save checkmark or select Save from the Action menu to save the changes that you made to the record. Selecting the Save and New option from the Action menu will save the changes and display a blank editable form to enter a new record. 





    The updated record will be updated in the Record List. If the record no longer belongs in the current view, it will be removed from the record list.