Viewing or Editing a Custom Record Entry

This topic describes how to view or edit a custom record entry. For general information about using custom record entries, see Using Custom Record Entries.

You can view or edit a custom record entry for a custom record type.

To view or edit a custom record entry:

  1. Go to Customization > Lists, Records & Fields > Record Types, and click List for the custom record entries list you want to view.

    You can also reach the custom record entries list by placing a link directly to the list in your center. If you want a link to appear on a standard category, you must set the link on the Custom Record Type definition page. Also, if you want to copy the custom record and center link to another account, you must set the link on the Custom Record Type definition page. For more information, see Creating Links to Custom Records.

  2. In the records list, click View or Edit for the record you want.

  3. If you're editing, click Save when you're finished.

Related Topics

General Notices