How do I edit a record?

  1. Open the record you want to edit
  2. Click the Edit button
  3. Edit any of the record's details as required
  4. Click Done to save any changes
  5. To edit the selected record's Contact information, click on the Contact tab then click the Edit button. The Contact form is displayed, repeat steps 4 - 5 to save your updates

NoteEditing a record is only available if the user has appropriate permissions

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