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How to edit a record on the mobile app
How to edit a record on the mobile app

Editing fields on single and multiple records on the mobile application

Vicki avatar
Written by Vicki
Updated over a week ago

Please note - you must be online to edit records on the mobile app.

Video - Edit a single record

Step by Step - Edit a single record

Navigate to the record you want to edit and click into it. To see all of the fields, click add/view more details.

Edit the field information by clicking on the field.

The keyboard or calendar will open, depending on the field you select. To save, click Save for text or Select for date fields.

If you would like to add a field to your record, select the + icon in the top right hand corner of the screen and choose from the the list of fields available.

Click on the field you would like to add, fill in the information and click Save.

Video - Edit multiple records

Step by Step - Edit multiple records

First, navigate to the records you want to edit using the Folder tab on the bottom panel. Select the records you want to edit using the Circle icon to the left of the records and click the Three Dots icon.

Click Edit Selected.

Choose which field you want to edit by clicking on Select Field. You will then be asked to edit the value or date (depending on the field you have chosen).

Once you have filled this out, click Save.

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