Viewing and editing existing records via RI

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Viewing and editing existing records via RI

 

To view an existing record via RI (i.e. an existing service workorder record, an existing client record, an existing quote), select its hyperlink which will open to that record's form on its own page via RI.

 

 

Select hyperlink from list

RIworkorder50partslistlink

 

Select hyperlink via Search results

RIsearchtext

 

Select hyperlink via Recent...

RIrecent

 

Select hyperlink via Dashboard

RIDashboarddesktoplink