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Add and Edit Data from Entity Screens

Updated over 2 months ago

Add new data to a screen

In this scenario, we have previously added Brimsdown, Inc. to our GEMS database, and now we would like to add a record of its Mailing Address via the Addresses Screen.

Please Note: this method is often used if the data is not viewable from the Snapshot.

1. Navigate to the entity Snapshot and click VIEW MORE DETAILS.

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2. The VIEW MORE DETAILS pane will appear. Select the Screen you want to enter data for. In this scenario, we will be adding a new Mailing Address, therefore we will select the Addresses Screen.

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3. From the Screen, locate and select New [Category]. In this scenario, we will select New Address.

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4. A pane will appear for you to enter your data. Review the interactive to learn how to enter data for an address.

5. When all relevant fields have been completed, click SAVE.

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Edit existing data on a Screen

In this scenario, Brimsdown, Inc. has recently moved business addresses, so we need to close the record as it is now an out-of-date business address.

1. Navigate to the Screen you need to update. Locate the data or field that needs updating and click the Edit icon. In this scenario, we will navigate to the Address Screen and select the Edit icon next to 300 Commercial Street, Delaware.

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2. Edit the fields you would like to update. In this scenario, we are closing our out-of-date Mailing Address, therefore we need to update the Effective To date to August 11 2025.

3. Once finished, click SAVE.

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