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What is a Record?
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In Salentica Engage, a Record is a complete unit of information. Think of it like a single row in a table, with multiple columns, also known as fields, to store the pieces of information that make up the entire row.

For example, above, we have a record for Relationships. We have columns for for Relationship Type, Family, Client Start Date, Client End Date, Net Worth, etc. Each time you add a new Relationship to the system, you’re creating a new record in the Salentica Engage database.

 

This is an example of how a record will display in Engage:

In this example, you see the Chris & Amanda Adams Relationship record, with all the details, or fields, that are associated with this record.

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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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