Modify a collection member

Other users should not be using the system while you're working. Close all item records in your workspace before you begin. Restart your PDXpert client application when you've finished.

  1. Open the collection and locate the existing member.

  2. Open the member by double-clicking, or select Open Member from the context menu.

  3. You may be permitted to change certain properties of a collection member. To modify a member's properties, press your keyboard's F2 key, or select the Unlock icon in the status bar at the lower left corner of the window, or select the Edit | Unlock Object main menu.

    Unlocking the item window

  4. Modify the member attributes.

  5. Save your changes by selecting the Lock icon in the status bar (or the F2 key), or by selecting Item | Save, or by closing the window, which automatically saves your changes.

To set a member of the collection as the default member:

  1. Close all members of the collection.
  2. In the Collection Explorer, select an collection member that you want to set as the default.
  3. Right-click to display the context menu, and select Set as Default. The member name becomes bold.

Setting the default member of the Persons collection assigns that person as the Super Administrator.

You can set the default member of Organizations collection by setting the software license key.


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