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Editing and deleting an item

Last updated: October 24, 2026

What it does

Use Edit to change an item, and More Actions to see its history or delete it.

ActionWhat it does
EditReopens the item in the form it was created in, with every field filled in. Save and Cancel stay at the top of the form while you edit. The badges beside the title show the status and whether the item is physical or a subscription.
View Audit HistoryOpens the item’s audit page in a new tab, and leaves the item open in the tab you were using
View Bulk ActivityOpens Bulk Activity on the jobs that included the item
TrashDeletes the item after a confirmation that names it

The item page’s Tags card saves a tag as soon as you add or remove it.

The header shows who else has the page open, and their saves appear as they happen. See who else is on a record says more.

Before you start

Save stays at the top of the page, and leaving with unsaved changes opens Discard Changes, as Creating a contact describes.

Save keeps changes someone else made to other fields while you edited. Where you both changed one field, Lucrii asks which to keep. See who else is on a record says more.

How to use it

  1. Open the item and select Edit.
  2. Change what you need. The cards work as they do when you create an item.
  3. Select Save, or Cancel to return to the item without saving.

To delete an item, select More Actions, then Trash, then Delete in the window that opens. Lucrii then opens the item list.

Select the title at the top of an item to copy it to your clipboard. The up and down arrows step through the list you came from, with its filters and sort order. They are unavailable at either end. Audit history and moving between orders describes them.

Changes