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To edit a multi-instance user-defined record

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Open the customer's record.
  3. Select the specific window tab that you want to edit.
  4. Place your cursor in the field that you want to edit. A drop-down list will display.
  5. Expand the drop-down list, and select a value. Repeat this step for each additional field you want to modify.
  6. Click Save.

See Also

Entering User-Defined (Custom) Data

To enter single-instance user-defined information

To enter multi-instance user-defined information

To view a multi-instance user-defined record

To delete a multi-instance user-defined record


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