Apricot

Opening and Editing an Existing Record

To find and edit records that have already been filled out:

If you need to narrow down the results on t he search screen, expand "Add Search Field."

Type into the new search field. The results will respond and narrow down as soon as you enter anything, even if it is just one letter (if you have auto search enabled in Apricot Settings).

Choose the row of data you need. Each row on this page represents one record. For example, if you select the left-most column (here, the name of the client), you will be taken to the Tier 1 record associated with this client name.

If you choose a column to the right of the "Name" column, you will be taken to the Document Folder where you can see all records that have been filled out for this client.

1. Click the "My Apricot" tab.
2. Choose the form from the left-hand menu.
3. If you need to narrow down the results on t he search screen, expand "Add Search Field."
4. Type into the new search field. The results will respond and narrow down as soon as you enter anything, even if it is just one letter (if you have auto search enabled in Apricot Settings).
5. Choose the row of data you need. Each row on this page represents one record. For example, if you select the left-most column (here, the name of the client), you will be taken to the Tier 1 record associated with this client name.
6. If you choose a column to the right of the "Name" column, you will be taken to the Document Folder where you can see all records that have been filled out for this client.

When you open an existing record, information that has already been entered will appear on the screen where it can be edited or left as is.

When you are finished making adjustments, click "Save" in the right-hand menu.

Note: If the "Quick View" column is orange, it will always take you to edit mode for the record. If the text is not orange, it will take you to the associated Document Folder.

1. When you open an existing record, information that has already been entered will appear on the screen where it can be edited or left as is.
2. When you are finished making adjustments, click "Save" in the right-hand menu.
3. Note: If the "Quick View" column is orange, it will always take you to edit mode for the record. If the text is not orange, it will take you to the associated Document Folder.