Article ID: 7453

Changing or Modifying a Monitor

Take the following steps to edit a Monitor:

  1. Click File on the menu bar and select Setup, Templates, and Monitors to open the List of Monitors window.
  2. Select either the Filter Based or Record Based tab depending on the type of Monitor you want to edit.
  3. Select the Contact tab or Matter tab depending on the type of Monitor you want to edit.
  4. Click to highlight the Monitor.
  5. Click Change Icon to open the [Record Type] Monitor window.
  6. Edit the Monitor.
  7. Click OK to close the [Record Type] Monitor window.
  8. Click Close to close the List of Monitors window.