Adding and Deleting Records from the Day File
Take the following steps to add a record to the Day File:
- Open the record list for the record you want to add to the Day File.
NOTE: If you do not know how to open the record list, contact Customer Support.
- Click to check the Record box you want to add.
- Click Process on the Record toolbar and select
Show on Day File.
- Click OK at the Tagged Records have been placed on the Day File prompt.
Take the following steps to delete a record from the Day File:
- Click Calendar on the menu bar and select Day File to open the Day File window.
- Click to highlight the record you want to delete from the Day File.
- Click .
- Select either Remove from Day File but Keep in Database or Delete this Record from Day File & Database.
- Click OK to close the Delete from Day File window.