Modifying a record

Modify a record when you need to change its characteristics, such as the headline or priority, without changing its state.
To modify a record in the Query Results view:
  1. Right-click the record and click Modify.
  2. In the Modify window, edit the record.
  3. Click Apply to save the changes without closing the window, or OK to save the changes and exit.
You can also modify a record in the Record Details view.
  1. In the Query Results view, click the record so that its details appear in the Record Details view.
  2. In the Record Details view, click Modify.
  3. Change the record fields as desired.
  4. Click Apply to save the changes.
Related concepts
About records
Record states and state transitions
Record types
Related tasks
Submitting a record
Creating a record template
Loading and updating a record template
Exporting record templates
Importing record templates
Changing the state of a record
Marking a record as a duplicate
Finding a record
Viewing the history of the Find Record command
Printing a record or result set
Exporting records
Exporting a query or query results

Feedback