Edit Entity Records

Custom Objects can be paired with Custom Fields to track all the most important pieces of data. Individual Custom Objects are called Entities. Entities could be sales opportunities, projects, clients, or something else. 

Entities can be edited in three ways:

  1. Manually Edit an Entity
  2. Quick Edit an Entity
  3. Change a Field for Multiple Entities at Once

Manually Edit an Entity

  1. Select Data from the top menu bar.
  2. Click Custom Objects.
  3. Click the Custom Object to edit entities for. Edit_an_Entity.png
  4. Click on the Entity Name. 

Edit_an_Entity_Record_2.png

  1. Edit the necessary information in the Information Block.
  2. Click Save.

Edit_a_Entity_Record_3.png

Quick Edit an Entity Record

  1. Select Data from the top menu bar.
  2. Click Custom Objects.
  3. Click the Custom Object to edit entities for.

Edit_an_Entity.png

  1. Update the necessary information on the All Records page.
  2. Click the to save each data point. Quick_Edit_an_Entity_Record_2.png

Quick_Edit_an_Entity_Record_2.png

 

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