---
title: "4. Managing &Editing a Solicitation Record"
slug: "4-managing-and-editing-a-solicitation-record"
updated: 2024-01-30T20:15:37Z
published: 2024-01-30T20:15:37Z
canonical: "wiki.cobblestonesoftware.com/4-managing-and-editing-a-solicitation-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 4. Managing & Editing a Solicitation Record

### **Managing & Editing a Solicitation Record**

**Solicitations: Managing & Editing Records**

**Editing a Solicitation Record:** 1. To edit/manage a solicitation record, go to the **Solicitation Details** screen for it.

2. Editable fields have a **pencil icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-m6uym0z0.png)) to the right when hovered over.

3. Each **pencil icon** opens the **edit screen** for that field. You can also click the **pencil icon** by the Field Group name to edit all the fields in the Field Group. Click the **pencil icon**.

![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-yza0zlbr.png)

4. An **Edit Field** pop-up displays

**Individual Edit**

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-dtlj8kh2.png)

**Group Edit**

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-wmdpa2ed.png)

5. Edit the information to changed and click **Save Changes**. To cancel the edit, click the **X** in the right hand-corner of the pop-up. 6. The **Solicitation Details** screen displays reflecting the changes.

**Contacting Respondents in mass Regarding Changes**

1. On the **Solicitations Details** screen, scroll down to the **Change Notifications Email** area.

2. Click **Add**.

![Graphical User Interface, text, Change Notification Emails, Add](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-ifb05648.png)

3. Enter all details relevant to the change. Optionally, include **Internal Notes** that are not a part of the email.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-5qyiirfl.png)

3. Click **Save & Continue** to prepare the email or **Cancel** to abort the notification. The email sends upon the next cycle of the **Solicitation Email** job in the **Scheduler Manager**.

**Deleting a Solicitation Record:** 1. To delete a solicitation record, go to the **Solicitation Details** screen. 2. Click the **Delete Sourcing Record** on the side menu under the **Manage Record** section.

![Graphical User Interface, text, Side Menu, Manage Record - Delete Sourcing Record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666298230198.png)

3. Confirm the removal of the sourcing record. Click **Yes, delete it** to delete the record or **No, cancel the delete** to cancel deleting the record.

![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4.-managing-amp-editing-a-solicitation-record-image-7bdnnc98.png)