How to Edit a Record

Any existing record can be edited and submitted for review.

Steps

1. Navigate to the CRM Records page:
   • Click CRM in the left nav menu, or
   • Click View All in the CRM Records tile on the Home page.
2. Use the search bar or filters to find the record in need of editing.
3. To open the edit screen, do one of the following:
   1. At the end of the record’s row, click the three lines icon.
      1. Click ‘Edit’ and the Edit page will open.
   2. Open the record by clicking on the record name.
      1. Click ‘Edit’ in the right corner.
4. Update the intended information.
5. Click the green ‘Submit’ button.
6. Add a comment if desired. This comment will be viewable in the Support/Comments section of the record.
7. To submit the record to the default reviewer, click ‘Submit for Review’.
8. To submit the record to a specific reviewer, click ‘Specify Reviewer’ and select the desired reviewer from the dropdown. Click ‘Submit for Review.
9. The Reviewer will be notified by email that this record needs his/her attention.
10. The record will receive a Pending Review status and will be found on the CRM Records page.

Approved changes will show on any forms created after the approval, but forms created prior to the changes going into effect do not automatically update. New forms can be created that reflect any recent changes.