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Getting Started > Working with Records

Working with Records

This topic describes the following common procedures for working with records:

• Creating Records
• Finding Records
• Previewing Records
• Updating Record Details
• Linking Records to Your Selected Record
• Updating Linked Records from Main Records
• Working with Lists
• Creating and Refining Lists
• Exporting Records in Lists
• Transferring Ownership of Records
• Sharing Records (Teams)
• Changing the Primary Custom Book on a Record
• Updating Groups of Records
• Merging Records
• Adding Notes
• Attaching Files and URLs to Records
• Deleting and Restoring Records
• Printing Information That Appears on Pages

Related Topics

See the following topics for related information:

• Import and Export Tools
• About Data Access, Record Sharing, and Record Ownership