Modify List

1. About Modify List

Use the Modify List option to quickly and easily edit text on a list page for any field that is editable. This is especially useful when you need to change values for multiple records.

2. Using Modify List

1. Select a field set that includes the field you wish to edit.

2. Sort and/or filter and/or search to find the record(s) that you wish to change.

3. Click Options -> Modify List

(the editable fields will be shown with a blue pencil)

4. Click the blue pencil to turn on editing mode.

5. Change the data

6. Click the green check to save or the red x to cancel.

7. Click ok to clear the warning

8. Click Options -> Modify List to turn off the Modify List tool