Working with Records
Current Record
When you wish to work with a particular record, you can open its record window using one of the following methods. All methods give the same result.
- Double-click the record in a browse window.
- Select the record in a Browse Window and press Enter.
With the record opened in a record window, you can edit all fields in the usual way. Some fields may be locked due to relations to other functions in the program. If this is the case, FirstOffice will tell you.
New Record
You can create a new record from a browse window or a record window. To create a new record do one of the following:
- Click [New] on the Button Bar.
- Select 'New' from the Record menu.
A blank record is opened in a record window.
Duplicate Record
You can copy a record from a browse window or a record window. Select the record you want to copy and:
- Click [Duplicate] in the Button Bar, or
- Select 'Duplicate' from the Record menu.
A new record is created. Relevant data from the original record is transferred, and you only need to enter some of the fields. In many cases, date fields will not be copied, but instead will be given new values.
Delete Record
- Open the record window for the record you want to delete.
- Select 'Delete' in the Record menu.
You cannot delete a record that is used by other transactions, such as an Account.
! | You cannot undo the deletion of a record. |
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In most cases, you cannot delete a record directly from a browse window. You must open the record first. The exception is a Mail, which you can only delete from the browse window.
You can prevent a particular user or group of users from deleting records using Access Groups.
