Edit setup values

When you modify a setup value, all existing records where that value has been selected are not affected. New records, however, will display your changes.

Corporate setup values cannot be modified at the property level.

To edit a setup value

  1. Navigate to Setup Values, select the appropriate view, and then click Edit next to the value.
  2. Make the necessary changes to the setup value. For information on individual fields, see Create setup values.

The required fields are displayed with a red indicator. These fields must be completed before you can save the record.

  1. Click Save.
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Training lesson: Setup values

Clone setup values

Delete setup values

Overview: Setup values