Editing an Item in a Data List

The following describes how to modify an existing entry in a data list belonging to a Customer.

Implementation

1. Access the Lists of Customer Data page for the intended Customer.
   How do I view data lists for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Lists of Customer Data hyperlink.

2. Locate the intended list and click its View link.

   

3. Locate the Edit? column on the right-hand edge of the list, and tick the corresponding Edit hyperlink for the intended entry.
4. Use the various fields provided to modify the listing. Different fields may require different types of information, and depending on how the fields were set up, some of them may have a character limit.

   Contact a system Administrator if you aren't sure what to put for a particular field. You can always come back and modify the entry later, if needed.

5. When you have finished making changes, scroll down to the bottom of the screen and click Save This Data.
6. Select the View Data tab to confirm the change, letting you view it in the list.