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