Note: Editing entity records is essential for keeping your data accurate and up-to-date, ensuring smooth operations and better decision-making. The guide walks users through each method, helping to efficiently manage and update data within the platform

TABLE OF CONTENTS

• Manually Edit an Entity
• Quick Edit an Entity Record
• Change a Field for Multiple Entities at Once 

Entities can be edited in three ways:

1. Manually Edit an Entity

2. Quick Edit an Entity

3. Change a Field for Multiple Entities at Once

Manually Edit an Entity

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Custom Object to edit entities for

4. Click on the Entity Name

5. Edit the necessary information in the Information Block

6. Click Save

Quick Edit an Entity Record

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Custom Object to edit entities for

4. Update the necessary information on the All Records page

5. Click the ✓ to save each data point

Change a Field for Multiple Entities at Once 

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Custom Object to edit entities for

4. Select the Entity Names

5. Click on Perform Action button

6. Hit Change Field Value

7. Choose Field to Change

8. Select New Field Value

9. Choose Field Resolution

10. Review all the information to edit, and click Next

11. Click Confirm