Display the Change Record Dialog Box

Display this dialog box from the Text Box.

To display the Change Record dialog box:

1. In the Navigation pane, go to the Proposals section and open the desired proposal.
2. Select General Elements.
3. Insert a record on the proposal and complete the fields on the Add Record dialog.
4. Select the Text Box icon and drag it to the desired location on the record.
5. Click the Options icon on the text box and select Change Record.