| Siebel Customer Relationship Management Innovation Pack 2016 |
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You can save records in several ways.
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Note: If you try to edit a record at the same time as another user, then a warning message appears, and you are unable to change the record until the other user exits the record. |
To save a record
When you finish editing or adding a record in a form or list, do one of the following:
Step off the record to commit the changes to the database.
Stepping off the record means leaving it in any way, such as by moving to another record or by using the record navigation buttons.
Click the Cogwheel icon, and then click Save Record.
From the application-level menu, choose Edit, then Save Record.
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Note: When you finish editing or adding a record, you can click Enter to commit the changes to the database. However, this action is not a recommended way to save data. |