From an open record, click the Cancel button. If the record is in edit-mode, the record will be closed without saving any changes. If the record is in read-only mode, you can click a Back to records link instead (for example, from an expense record, you could click the Back to Expenses link at the upper right area of the record to close the record and return to the Expense list page).

If any record's field displays SECURED as the value then, if you create a copy of that record, the new record will not contain a value for that field.

The delete button appears when you open a record - not in Edit mode. To delete a record, click its link in a list view. The delete button appears in the toolbar.

There are four options associated with the Save button: Save and Close, Save and Preview, Save and New, and Save. The first three options will remove the record from the Unsaved Items list, but the basic "Save" option will save the record yet still leave it open for further editing. Thus the record is still considered an Unsaved Item in this case.

In read-only mode, negative numbers are displayed in parentheses. In edit mode, negative numbers are preceded by a minus sign. You should use the minus sign, not the parentheses, when editing a negative number.

If the error is related to some other field on your edit page, you will need to fix the error first. The Contact search tries to jump to a new page, but you are not allowed to navigate away from an edit page that has an error, except by clicking the Cancel button to cancel your edits.

It's possible that you see a different appearance for some fields on a page because you have a browser add-in (for example, Google Toolbar) that changes screen appearance. TeamConnect itself does not use different visual styles for required fields.

In most parts of the TeamConnect user interface, when you see a tabular list of results, you can sort that list by clicking on any column header. However, in a few places the tabular list is pre-sorted and cannot be altered by clicking on column headers. Such places include the workflow displays (Active Requests, Completed Requests, etc.) for various record types.

Once you finish creating or editing a record, you can click the Save button to save the record. You must be in edit mode to access the Save button.

Save—Saves the record and you remain in your current mode.

Save and Close—Saves the record and returns you to the list view.

Save and View—Saves the records and returns you to view mode.

Save and New—Saves the current record and opens a new blank record of the same type.

The auto-search feature only applies to search views that are designated as collections. When you click on links in the left pane that represent collections, auto-search is used, but it is never used in the Custom Search page.

Recently Viewed presents up to 25 records, in reverse chronological sequence, covering the most recent 90 days, so records from previous days may also appear.

"Try another search" only appears when Custom Search finds no records. If you are working with a record for the very first time, the Recently Viewed collection is empty until you actually view or edit one or more records.