Edit setup values

When you modify a setup value, all existing records with that value are not affected. Your changes display the next time the value is selected on new records.

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. For information on individual fields, see Create setup values.

    The required fields display a red indicator. These fields need to be complete before you can save the record.

  3. Click Save.
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Overview: Setup values

Clone setup values

Delete setup values