Display the Manage Records Dialog Box

Display this dialog box from the Edit Record Layout pane.

To display the Manage Records dialog box:

  1. In the Navigation pane, go to the Proposals section and click +Add New Proposal or open an existing prposal.
  2. On the New Proposal dialog, enter the general proposal properties: Name (required), Number, Project, and Due Date.
  3. Add elements to the proposal.
  4. On the Edit Record Layout pane, click Manage Records.
Parent Topic: Manage Records