Managing Data Records

To manage records in Clooz, click the tab for the desired data type on the main screen. Right click on a record to choose from various edit functions in the context menu, or select a specific template in the Navigation Panel to create new records.

 

For more specific instruction on typical actions you might want to take, follow these links:

• Adding New Records

• Editing Existing Records

• Deleting Records

• Merging Records

• Cloning Records

• Bulk Edits

• Converting Information Record Types