Editing An Entity

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This is simply where you edit a entity. To edit a entity you can do it in two ways.

 

Either Double click on the entity or right click on the entity and go to 'Entity Details -> Edit Entity'

 

edit contact1

 

 

Editing a Contact - Screen

 

 

Select the area to be updated from the Module details window on the right and update as required. Note this window maybe hidden click the arrows to display.

 

Editing a Contact - Links

 

When all updates / changes have been made click on the save button. Note the screen will change to show any additional fields requiring mandatory data before a save will be allowed.

 

Editing a Contact - Save

 

SWITCHING ENTITIES

Entities can be switched from one type to another as required. However, user needs to be aware that, once an entity has been switched to a different one, it will lose some details and data attached to that type of entity it was switched from. A warning sign is displayed ‘Changing an entities type could impact existing details’ to notify user their action and impact it could have on the entity selected.