Overview of the Record Manager Module

The Record Manager is a tool through which you can create, view, modify, and delete records. The Record Manager includes the record hierarchy, which you can use to navigate through records in the database, select a record to view, and view the datasheets associated with that record.

The Record Manager also displays a datasheet, which displays the content of the record in a formatted view. You can use the datasheet to view, modify, and add information to the record.

Access Record Manager


  1. On the top navigation bar, select .

    The Search menu appears.

  2. Enter a Family or Record ID, and then, on the Search menu, select .

    The search results are displayed.

  3. Select the record that you want to access.

    The Record Manager page appears, displaying the workspace for the selected record.