The best place to explore a database's records is from the Database Overview page. To go there, click on the Home link in the upper-left corner of any page, and then click the view icon next to the database you want to explore.

WARNING: In any one database, a record might be called a task, a person, a request, or something else. This is controlled on the Edit Database page (if you are an account administrator). In the instructions below, we refer to several hyperlinks that use the word record, such as add a record or edit this record. However, in your database, these links will likely use a different word. For example, if your database is used for keeping track of requests, the links might say add a request or edit this request. Keep this in mind as you read TrackVia's Help articles.

Add a record. The add a record link is in the upper-right corner of the Database Overview container and every view container. You will see it only if you have permission to add a record to the database. It takes you to a blank data-entry form that you can use to add a new record.

View a record. You can view a record by clicking on the view icon next to each record in any list of records, such as a view or a list of search results. In any list of records, you will only see records that you have permission to view, if any. Clicking the icon takes you to a record details page, which shows you several things:

• at the top of the page, basic information about the record, such as the record locator number and who created the record
• in the middle of the page, the current values of all fields associated with that database
• at the bottom of the page, any changes, comments, or attachments in the Record History section

Edit a record. You can edit a record by clicking on the edit icon next to each record in any list of records, or by clicking edit this record from a record details page. You will see these icons or links only if you have permission to edit that particular record. Clicking the icon takes you to an edit record form, which is a data-entry form pre-populated with the record's current field values. Any changes you make will be reflected in the Record History section.

Delete a record. You can delete a record only by clicking the delete this record link on an edit record page. That is, you have to edit the record first, then use the delete link that appears. You will only see the delete link if you have permission to delete that particular record. TrackVia will prompt you for confirmation before deleting the record. Deleted records can only be recovered by contacting TrackVia's Product Support team – use the Questions? Comments? Bugs? link at the bottom of any page.

Print a record. From the record details page (viewing a record), click the print link in the upper right. The record will open in a new browser window with a click to print link. The gridlines link can make records with long paragraphs easier to read.

Email a record. From the record details page (viewing a record), click the email this record link in the upper right. You can enter as many email addresses as you like, separated by commas. Your email address is included by default. You may also add an optional introductory message. The record will be sent as a plain-text formatted email, with your email address as the From and Reply-to address.