Siebel CRM Advisor Administration Guide Siebel Innovation Pack 2014 E24718-01 |
|
![]() Previous |
![]() Next |
View PDF |
Use the following procedure to edit a project file or project file record.
Note: Do not modify files in the CS directory. |
Save the file you want to edit to your hard disk.
For more information, see "To open and view a project file of an Advisor project".
Edit the file.
In the project, delete the file you edited on your hard drive.
Add the updated file to the project.
To edit a project file record
Navigate to Administration - Product, then Advisor Projects.
Select a project.
Select the Project Files tab.
All files that make up the project are listed.
Select a project file.
Update the fields for the project file.