Contents of the Manage Records Dialog Box

Use these options to add and remove records on the proposal.

Field Description
Record This field lists the records that you selected for the proposal. To change the records included, use the following options:
  • 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. Use Lookup Search to locate records across the database.
  • To delete records, click X on the selected record to remove it from the proposal.

The records that are available from this dialog box are from the hub that you selected when you added the record to the proposal.

Apply Click this option to apply the record changes.