Notes: Only active users with a license, access rights, and the viewing privilege can view and close a record. If you do not have access, please contact your company owner or system administrator to request the necessary access and privileges to perform this action.
To close a screen, press the X icon .
Icon Location Example
If you are adding or editing a record and you have not yet saved the information, the system will notify you that the record has not been saved and if you wish to save it before closing the record screen.
Tips
Yes, save - The record information will be saved, and then the record screen will close.
No, close - The record information will not be saved, and then the record screen will close.
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