Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Records

Records
Large organizations may have millions of records in their databases to store information.

A single record contains information that displays on several separate pages, shown by the links in the left pane.

record_pages.gif

Note: You must have the appropriate access rights to perform certain tasks. If you don't have rights, you will not have access to the buttons, icons, or links that allow you to access part of a record. For more details about how rights work, see Working with Record Security.

The following table shows how you can use most records.

...Records

How...

Finding

Displaying Types of Records

Viewing Collections of Records

Searching for Specific Records

Sorting Information

Viewing

Using a Record in View Mode

Creating

Creating a Record

Using Wizards

Importing Data to Create Records

Working with Batch Entries

Editing

Editing a Record

Saving an Edited Record

Copying a Record

Reassigning Work

Adding

Categories

Setting Category Details

Security

Working with Record Security

History

Working with Record History

Relations

Working with Related Records

Documents

Working with Record Document

Workflow

Viewing Workflow for a Record

Deleting

Deleting Records

Printing

Printing Records

  • Was this article helpful?