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1
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Display the list to which the record belongs. For example, if you are making changes to an account, display the Accounts List window; if you are changing an item, display the Items List window, and so on.
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2
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Locate the record you want to change in the list. Use a search method described in ‘Finding a record’, if necessary.
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3
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) next to it. The record details are displayed in the
