Managing Cross Reference Tables
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      3. Managing Cross Reference Tables

      Working within the Rows of a Cross-Reference Table

      As opposed to working a cross-reference table as a whole, this article addresses work with individual rows within a cross-reference table

      You can work within the individual rows of a table, as opposed to working with the cross-reference table as a whole.  

      Note: To work with a cross-reference table as a whole, see Working with a Cross Reference Table as a Whole.

      Below, find the following instructions:

      • Opening a Cross Reference Table
      • Editing a Row of a Cross Reference Table
      • Deleting a Row of a Cross Reference Table
      • Copying a Row of a Cross Reference Table
      • Filtering Records for Search for a Cross Reference Table

      Opening a Cross Reference Table

      To open a cross-reference table, follow these steps:

      1. From the Details section of the Customer Details page, click View Cross Reference Table. The Cross References page displays.
      2. From the Cross References field, select the name of the existing cross-reference table.

      Editing a Row of a Cross Reference Table

      To edit rows in a reference table, follow these steps:

      1. Click the pen icon on that row.

      2. Make changes you want to individual factors.

      3. Click the Checkmark icon to save your changes.

      Deleting a Row of a Cross Reference Table

      To delete a row from a cross-reference table, follow these steps:

      1. Click the Trashcan icon.

      2. If you want to continue, confirm your choice. The row is deleted.

      Copying a Row of a Cross Reference Table

      To create a copy of a specific row, follow these steps:

      1. Click the Plus (+) icon. The new row displays as a tentative result.

      2. Click the Checkmark to confirm the choice.

      Filtering Records for Search for a Cross Reference Table

      To filter Records to more easily browse for a pre-existing cross reference table, follow these steps.

      1. Click the Filter icon. The Filter Cross References dialog box displays.

      2. In the dialog box, select dates in a period of time to display tables that match those criteria. A list displays.

      3. Choose the table you want.

      Note: Cross-references can only be edited by users with cross-reference editing permissions.

      See also the following articles:

      Creating a New Cross Reference Table

      Working with a Cross Reference Table as a Whole