Modifying a record

Modify a record when you need to change its characteristics, such as the headline or priority, without changing its state.

Procedure

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.

What to do next

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.