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Opening And Editing An Idea Record

To open and edit an Idea record you need to click on either the Display Idea, or New Idea hyperlink, in any window that displays them. If you click on the New Idea hyperlink, a new Idea record will be created and then displayed to you in an Ideas Window.

Click the New Idea or Display Idea hyperlink to open and edit an idea record.

This image shows an "index" type window that's displaying a list of Task records and the first record has been selected.

Click the Display Idea hyperlink to open and edit the selected record's Idea record.

When the Display Idea hyperlink is clicked on in that window, the software will open the selected record's linked Idea record and display it in a new Ideas Window so you can edit it.

The linked Idea record is being displayed in an Ideas Window.