How to: Make Windows Editable

The RoleTailored client for Microsoft Dynamics NAV lets you work with windows in three different modes: View, Edit, and New. The mode appears in the window caption, before the window name. For example, View - Customer Card - 10000 The Cannon Group PLC.

This topic describes how to switch from view mode to edit mode.

To edit a card or document

  • If you are in a card or document window in view mode and want to edit data in the window:

    On the Home tab, in the Manage group, choose Edit.

  • If you are in a list window and want to open one record from the list:

    Select the line with the record that you want to edit, on the Home tab, in the Manage group, choose Edit.

To edit a list

  • Some lists can be made editable, such as the Currencies list, or the General Posting Setup window. To switch a list to edit mode:

    On the Home tab, in the Manage group, choose Edit List.

You can now edit data on an existing line or insert a new line.

See Also

Tasks

How to: Create New Lines and New Cards
How to: Enter Data

Concepts

Keyboard Shortcuts