- Navigate to the View with the records that need to be refreshed
- If the record's code is the only aspect that changed follow steps 3-5 then skip to step 14. If the code had other aspects such as Retention Type or Years, follow all the steps in order.
- Right click the record listed under the view select "Edit Properties"
- The properties wizard will appear
- Reselect the Record Series by selecting the magnify glass icon
- The Record Series list will appear
- Ensure the correct code is still selected/highlighted
- Then hit "OK"
- You'll notice the updated aspects at the bottom of the properties wizard
- Once complete hit "Finish" and the record should be completely updated
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Integrations