Pro! User Guide
×
Menu
Editing a poolbook's general information
 
To edit a poolbook's general information:
 
1. Find an existing poolbook or create a poolbook. In the example below, the user has opened the poolbook called "CC - Help Document Poolbook."
 
 
Note: You may rearrange the columns, search, filter, and sort the list according to the instructions provided in the Tabular Display section.
 
2. You may make edits to the poolbook by following Steps A through F, below:
 
A. Select a new poolbook owner from the Poolbook Owner dropdown list.
 
B. Enter a new poolbook name in the Poolbook Name field.
 
C. Check or uncheck the Lock New Items checkbox to indicate whether the system should automatically lock items when they are added to the poolbook.
 
D. Check or uncheck the Active checkbox to indicate if the poolbook is active or inactive.
 
E. Click the Save button to save all changes.