Print      Open PDF Version of Online Help

Working with Records

This section describes common procedures you can do with most records. Click on the topic to see step-by-step instructions to do the following:

• Creating Records
• Finding Records
• Previewing Records
• Updating Record Details
• Linking Records to Your Selected Record
• Updating Linked Records from Main Records
• Working with Lists
• Creating and Refining Lists
• Exporting Records in Lists
• Transferring Ownership of Records
• Updating Groups of Records
• Merging Records
• Adding Notes
• Attaching Files and URLs to Records
• Deleting and Restoring Records
• Printing Information That Appears on Pages

Related Topics

See the following topic for related information:

• Import and Export Tools