To add or update a field manually:

 

1. Click on the box that stores the details or click an ‘Edit’ link on the right of the field.

 

 

2. Record the new data. In most fields, the new information will be highlighted in yellow to indicate that it has not been saved. 

 

3. Click the ‘Update’ button in the top right to save the new data.

 

 

Note: Fields can also be updated via Pre-set tasks and Workflows. For more information on this please see the modules on ‘Task Management’ and ‘Workflows’. If you are using Workflows some fields may be restricted so that cannot be updated manually.