Add or Remove Records on an Existing Proposal

You can add records to or remove records from an existing proposal that already contains records. When you open an existing proposal, the Sections and Pages pane displays. Before you can add or remove records, you must change the proposal to edit mode so the Edit Record Layout pane displays.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To add or remove records on an existing proposal:

1. Select a hub record on the proposal.
2. Click the Change Hub Record link.
3. Click the Manage Records link to open the Manage Records dialog box and search for and select records.
   • To add records, type part of the record name to find and select it in the list. You can also click to display a list of records associated with the Hub or application you are working in.
   • If you cannot find a specific record in the lookup list, click Search.
4. Select records, one by one, to add to the proposal.
   The order in which the records display in this list is the order they will display on the proposal.
5. To remove a record from the Manage Records field, click the X by the record's name.
6. Click Apply to save your changes.