Editing entities

Entities can be edited to add new information or to modify existing information if you have permission to do so. If necessary, check with the owner of the record before making any changes.

About this task

Saving your changes stores the text along with your username, and the date and time that you made the change. Saving your changes can also raise an alert.
Note: On some fields, your administrator can set permissions such that you may not be able to modify the current contents; you might only be able to append new text. These fields are normally displayed with a color background (uses the tooltip color, typically yellow).

Procedure

To edit the details of an individual record:
  1. Find the entity that you want to change and show the record.
    1. From the Edit menu, select Find Entity and then select the required entity type.
    2. Enter a piece of information about the entity into the appropriate field and click Find.
    3. Right-click the required record, and from the menu, select Show.
  2. Depending on your organization, you might need to check with the owner of the record before you edit the entity. If you need to do this, the owner's username is displayed as part of the record details.
  3. Click Edit. All fields that you can change are displayed with a white background.
    Tip: If you double-click a multi-line field, a larger window is displayed.
  4. Make your changes and then click Save to store the changes in the database.
    Note: You can make the same change to a number of entities at the same time: from the Edit menu, select Batch Edit.