Select a Record to View or Edit
You can view or edit an existing hub record.
To select a record to review or edit:
- In the Navigation pane, select a hub.
-
Do one of the following:
- In the
Find [record] lookup field at the top of a hub form, enter a partial or complete name or number to find and select an existing record or a list of contact records that you want to view or edit.
Note: Some hub, application, and setting forms provide an Active Only toggle. Use this toggle to filter the record results for active records only.
- To the right of the
Find [record] lookup field, click the
on the
Search Navigation Control
() to display the
Saved Searches pane (left) and the
Record Selection pane (right).
To locate records, use either a pre-defined search or create a new search to search for a record. The search results appear in the Records Selection pane. Select the hub record checkbox that you want to view or edit, or enter the name of the hub record directly in the in the Find in the list.... field.
For more information, see Search for a hub record.
- In the
Find [record] lookup field at the top of a hub form, enter a partial or complete name or number to find and select an existing record or a list of contact records that you want to view or edit.
For more detailed information on creating and using searches, see the Search Vantagepoint and Use Search Navigation Controls to Filter Records help topics.
Parent Topic: Work With Records