Edit record

This feature allows you to edit records, making changes to them as needed. Learn how to use the Edit feature to manage your records efficiently.

Steven Sajja

Written by Steven Sajja

Edit

The Edit feature on the PiCortex platform allows you to edit records, making changes to them as needed. Here's how to use the Edit feature to manage your records efficiently:

1. Select Record

To edit a record, you first need to select the record you want to edit. You can do this by navigating to the "Records" section of the platform and selecting the record from the list.

2. Edit Record

Once you have selected the record you want to edit, you can edit it by clicking on the "Edit" button. The record will be displayed on the screen, and you can make any necessary changes.

3. Save Record

After you have made your changes, you can save the record by clicking the "Save" button. The changes will be saved to the platform and can be accessed in the "Records" section.

Tips for Using Edit

Here are some tips for using the Edit feature effectively:

  • Use the Edit feature to make changes to records as needed, such as updating contact information or adding notes.
  • Review the record carefully before saving to ensure that all changes are accurate and complete.
  • Customize the record to match the specific needs of your organization.

Conclusion

The Edit feature on the PiCortex platform allows you to edit records, making changes to them as needed. By selecting the record, editing it, and saving it, you can efficiently manage your records. Use the tips provided to make the most of this feature and streamline your record management process.

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