Navigating Between Records (Without Returning to the Homescreen!) - Video


This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Related Articles
How Records Become Locked in Clevr
A "locked" record is when a record has a read only status applied to it preventing edits from being made. Records in Clevr can become locked through a number of processes listed below: Record Rollover - A record can be locked via the Record Rollover ...
Starting a Record - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Video Library
We are happy to inform you that all videos have been migrated to our Help Center. You can use the search bar above to find relevant videos and articles on the topics you are looking for. To narrow your search to videos only, try entering the word ...
How to Lock or Unlock a Record in Record History
The Edit Record History page right is required to use this feature. Locked Record - A record that has a read only status applied to the entirety of the record; no edits are possible while the record is locked. Active Record - A record that is ...
Gridview Records Management
Video reference under attachments at the top of this article Before Using Gridview Records Management 1. The role must have access to the form as well as Role can manage records in grid view checked within the Form Rights card in Form Management. How ...