How to open an existing Record

To open an existing record select ‘File’ from the main menu. Then select ‘Open’ from the ‘File’ menu. You will then be prompted with the open record selection form that will permit you to select the type of record you want to open. Select the type of record or document you wish to open and click on the button labeled Open Record. You will then be prompted with a record recall form, which is specific to each type of document. Enter some identifying data, which can be used to recall one or more records from the database.

If only one record matching the specified criteria can be found, then that specific record will be recalled. If more than one record is located then a summary list of matching records will be presented to you so that you may select the specific record or records desired.

There are two possible shortcuts that can be used to open a new record. First you can bring up the open record selection form by typing Control-O (CTRL-O). Simply hold down the control key usually labeled ‘Ctrl’ then press the ‘O’ key. Second, if the Records Toolbar is active you can select the document type desired in the toolbar selection box then click on the Open button which appears as an Open Folder icon.

Once the form has been completed click the Save button which is labeled ‘Save’ and usually has a picture of a green check mark symbol on it. To close this record without saving anything to the database click the Cancel button labeled ‘Cancel’ and usually has a picture of a red ‘X’ on it.