Note: Editing entity records is essential for keeping your data accurate and up-to-date, ensuring smooth operations and better decision-making. The guide walks users through each method, helping to efficiently manage and update data within the platform
TABLE OF CONTENTS
Entities can be edited in three ways:
1. Manually Edit an Entity
2. Quick Edit an Entity
3. Change a Field for Multiple Entities at Once
Manually Edit an Entity
1. Navigate to Data tab from the top menu bar
2. Click Custom Objects
3. Click the Custom Object to edit entities for
4. Click on the Entity Name
5. Edit the necessary information in the Information Block
6. Click Save
Quick Edit an Entity Record
1. Navigate to Data tab from the top menu bar
2. Click Custom Objects
3. Click the Custom Object to edit entities for
4. Update the necessary information on the All Records page
5. Click the ✓ to save each data point
Change a Field for Multiple Entities at Once
1. Navigate to Data tab from the top menu bar
2. Click Custom Objects
3. Click the Custom Object to edit entities for
4. Select the Entity Names
5. Click on Perform Action button
6. Hit Change Field Value
7. Choose Field to Change
8. Select New Field Value
9. Choose Field Resolution
10. Review all the information to edit, and click Next
11. Click Confirm
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