To edit a bucket:
1 Right-click on the desired bucket and select Edit, or double-click a specific bucket record to directly edit that bucket record.
The Edit Bucket page appears:
2 To edit, modify or add data in the appropriate fields.
3 Click Save to remain on this page or click Save and Close to save the bucket and return to the Bucket list.
To edit multiple buckets simultaneously:
1 Right-click on the desired bucket and select Edit Selected. The Edit Selected page appears.
2 Modify any of the following fields for the selected buckets:
• Description
• Type
• Earliest and Latest Date
• Territory
• Comment
• Use Frequency
3 Click Save to remain on this page or click Save and Close to save the information and return to the Bucket list.
To copy a bucket:
1 Right-click on the desired bucket and select Create Copy.
The Edit Bucket page appears.
2 Enter a description for the copy and then modify or add data in the appropriate fields.
3 Click Save to remain on this page or click Save and Close to save the bucket and return to the Bucket list.
