In this scenario, Jason Keller recently became a Director for Brimsdown, Inc. We have an Appointments panel in our Snapshot, so we will enter this appointment record through that panel.

1. Navigate to the desired panel within the Entity Snapshot. In this scenario, we will locate the Appointments panel.

2. Click the ACTIONS drop-down menu and select New. Then, select your category. In this scenario, we will select Appointment.

3. Complete all relevant fields. In this scenario, we used the Lookup List to select Jason Keller as the Official. We also selected the Title Director from the Lookup List.

4. Once all relevant data has been entered, click SAVE.

5. The pane will close, and the new information will be visible. In this scenario, we can see the updated Appointments panel.

In this scenario, Barbara Stanley recently resigned from her position as President of Brimsdown, Inc. Consequently, her appointment record needs to be updated, which we will do via the Appointments panel in our Snapshot.

1. Navigate to the desired panel within the entity Snapshot. In this scenario, we will update the Appointments panel.

2. Locate the field you need to update. Click the More Options icon and select Edit.

3. The fields pane will appear. Scroll down the pane to the appropriate field to update. In this scenario, we will edit the resignation date of Barbara’s position as President. We will enter the Date of Resignation 15 August 2025.

4. Once all relevant data has been entered, click SAVE.

5. The pane will close, and the new information will be visible. In this scenario, we can see the updated Appointments Screen. Click the Back arrow to return to the Snapshot.

In this scenario, a Head Office address was added in error, and it needs to be deleted. Using the Company Addresses panel, we will delete the mistaken record directly from the Snapshot.

1. Navigate to the desired panel that holds the data or field you wish to delete, click More Options and select Open. In this example, we will locate the Head Office data within the Company panel.

2. Click DELETE.

3. A pane will appear asking you to confirm your wish to delete the details. Tick the box next to the data details. In this scenario, we will tick the box for Delete Entity Address Details.

4. Click Submit.

5. The pane will close, returning to the Snapshot.