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To view or edit data on multiple-instance, user-defined tabs

  1. From Customers, find a customer record.
  2. Select the multiple-instance, user-defined tab you want to view.
  3. Double-click on the gray box located to the left of the row you want to display in a non-grid data window.
  4. View or edit fields.
    • Click Cancel to close the window without making changes.
    • Edit fields in the window, then click OK and click Save on the Manage Customers window.

See Also

Selecting multiple values for user-defined fields

To select multiple values for a user-defined field

To enter single-instance user-defined information

To enter multi-instance user-defined information

To delete data from a multi-instance, user-defined record

To view multiple-select fields

To view read-only text fields

To view data on multiple-instance, user-defined tabs in a non-grid format


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