Record General page
Right-click a record and select Properties to display this page.
On the General page, you can modify the fields that are on the Record Type's New Record form.
- Title - this field is often divided into two portions:
- Title (Structured Part) or Classification - appears when the record being modified was constructed using either the Thesaurus or Classification plan.
You can modify the Thesaurus or Classification title and number component by selecting KwikSelect.
This will display the Thesaurus terms for you to add or remove terms.
- Title (Free Text Part) - you can edit the free text title part in the General page
TIP: You can also use the right-click menu Administrative Tools - Replace Phrase command to modify a record's title.
- Title (Structured Part) or Classification - appears when the record being modified was constructed using either the Thesaurus or Classification plan.
Other fields may be available below the title. This depends on the New Record form the record's Record Type uses.
NOTE: Client titles and Location name changes
Changing a Location name will not change any records created using the Location as the Client title. The change will be reflected in the Properties dialogue box of the record, but not in the title. Searching by Client Contact with the new Location name will find the record.
Manually updating the records
- Find the record(s) created using the Location
- Modify the Location name
- Right-click one of the records and click Properties
- In the Client field, delete any Location and then click KwikSelect to choose the modified Location.
- Click OK to save the change. The record title will change and will now show the correct Location. When you delete the container value from a record's Container field and it is included on the New Record form, Content Manager will prompt you to enter a valid Location for the record.
Related information