1. Knowledge Base
  2. Getting Started
  3. Step 4: Dashboard and Navigation

How To View / Edit Records

Step-by-step guide for how to quickly and easily view and/or edit a customer record.

View / Edit Records

Within a table, you can view records, and depending on the type of data, you can edit records. For example, edit an order’s delivery date, or edit a customer’s email address.

  1. Access the table containing the record you want to view or edit.
  2. To view a record, click on the record.
    To edit a record, use one of the following methods:
     -Rest your mouse on the record and click the double arrows icon () that displays at the end of the record and select Edit; or
     -Click on the record to open it and then click the Actions drop-down menu and select Edit.
  3. Make the necessary edits.
  4. When finished, click the appropriate button at the bottom of the window. Depending upon the type of record you are editing, you may have a Save button or other button (i.e., Finish and Pay).