Edit or Add Records in a List

Filter Lists | Sort Lists | List Overview

This topic applies only to department, vendor, and employee lists.

With list edit mode turned on, you can make changes in editable fields or add new records directly in a list, moving field-to-field in a single row or between rows, similar to working in a spreadsheet.

Technical Note: How editing in a Point of Sale list differs from a spreadsheet

To enable/disable list editing:

1. Display your record list and, if necessary, add columns for the values to be edited .

2. From the window toolbar, click the small down arrow next to the Edit button and then click Turn List Edit On.

3. Make edits by navigating field-to-field and entering new values.

4. When done making edits, repeat Step 2, selecting Turn List Edit Off.

Leaving the list in any manner also turns off list edit mode.

Notes:

- To select a record (row) or field for editing, touch or click once, or use the arrow keys to navigate between fields. Immediately begin typing to make an entry in an empty field or to overwrite an existing entry. Click a second time to edit an existing entry character-by-character. Press <Enter> or navigate out of a field to accept the entry and move to the next field.

- Your changes are automatically saved when you navigate out of a row; you do not have to select Save. To cancel the edits made in a row, select Cancel from the bottom toolbar before navigating out of the row.

- You can select multiple rows for certain group operations, such as printing, exporting, or deleting.

- If you need to make the same change to many records (such as updating an area code or ZIP code), sort or filter the list to display just those records. Enter the new value in the first record, then highlight it and press <Ctrl+C> to copy the value. Use your up and down arrow keys to move to the same cell in all the other records and press <Ctrl+V> to paste the updated value.

Related Topics

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