Editing Operations

You can edit an entity to any of your company’s operations on the Manage Operations page. For support navigating to the Manage Operations page and selecting an operation seeManage Operations.

On the Manage Operations page, use the tab bar to find and select the relevant operation. On the correct tab, use the left sidebar to find the entity you want to edit from the list.

To help filter the entities you can use the search bar, and the company dropdown (if you belong to more than one company).

Once you have clicked on the entity to edit, the editor will open and display the current fields of the entity. The fields will display the values which are currently saved.

Once you have made the relevant changes and all required(*) fields are filled, click the ‘Save’ 💾 button.

You will see the changes reflected in the left sidebar.

Troubleshooting

For any issues or errors that have not been solved please Contact Axscend Support.