Similar to your General Ledger and to maintain an audit trail, existing records cannot be modified as to date, amount, etc...

If a record is incorrect, it should be deleted and a new record should be imported (added).  The origin of each record can be reviewed from any report listing and/or Import Log.

 

Note: Records do contain a 'follow-up' field which can be edited and used to hold notes regarding ongoing work.

 

Knowledge Base Article: KB2039

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