Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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reference_edit_notes [2017/01/12 11:49] steveclarke [Reference Edit Notes and Custom] |
reference_edit_notes [2018/10/22 14:20] (current) mikecable |
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| ===== Reference Edit Notes and Custom ===== | ===== Reference Edit Notes and Custom ===== | ||
| - | The Reference notes and custom edit page allows users to edit notes and [[concepts#Custom Fields|custom information]] for a Reference record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. | + | The Reference notes and custom edit page allows users to edit notes and [[concepts#Custom Fields|custom information]] for a Reference record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. |
| {{:referencenotesandcustom.png?600|}} | {{:referencenotesandcustom.png?600|}} | ||
| ==== Tab Strip ==== | ==== Tab Strip ==== | ||
| - | The tab strip at the top of the page allows the user to go back to the Reference Entry grid [[reference_entry|Selection]], to the [[reference_edit_general|General]] page or [[usage|Usage]] page. | + | The tab strip at the top of the page allows the user to go back to the Reference Entry grid [[reference_entry|Selection]], to the [[reference_edit_general|General]] page or [[usage|Usage]] page. Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record. |
| === Reference Fields === | === Reference Fields === | ||
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| | Custom10 | Custom field for tracking client data not specifically tracked by CE | | | Custom10 | Custom field for tracking client data not specifically tracked by CE | | ||
| + | //Note: the labels for custom fields may be modified via the [[custom_fields|Custom Label]] entry form.// | ||
