5 Common Record Tasks

This chapter describes how to perform common record tasks in your Siebel application. It includes the following topics:

• "Creating Records"

• "Using Quick Fill to Create Records"

• "Copying Records"

• "Editing Records"

• "Changing Multiple Records"

• "Saving Data"

• "Canceling Changes"

• "Deleting Records"

• "Associating Records"

• "Printing Records"

• "Using Record Hyperlinks"

• "Displaying Record Count"

• "Finding Information About Records"

• "Identifying New Records"

• "Flagging Records"

• "Adding Notes to Records"

• "Merging Duplicate Records"

• "Spell Checking Fields"

• "Attaching Files to Records"

• "Attaching URLs to Records"

• "Organizing Columns in a List"

• "Sorting Records in a List"

• "Locking Columns in a List"

• "Resizing Columns"

The tasks described in this chapter can be performed using keyboard shortcuts. For information about keyboard shortcuts, see Chapter 15, "Using Keyboard Shortcuts"

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