Learn how to edit existing records within Resolution.

Record Permissions

• If a user only has the ‘Create’ record permission, they can only edit their own records.
• If a user also has the ‘Read’ record permission, they can edit all records.

Steps to Edit a Record - Mobile

1. Navigate to the records timeline.
2. Identify the record you wish to edit.
3. Select ‘Edit’.
4. Make any changes you wish to content section, attachments, tags etc.
5. Select ‘Save’.

Steps to Edit a Record - Desktop

1. Navigate to the records timeline.
2. Identify the record you wish to edit.
3. Select ‘Edit’.
4. Make any changes you wish to content section, attachments, tags etc.
5. Select ‘Save’.