New Record

To add a record to an object:

1. Select the object (tab) of interest
2. Click the [New] button to add a record
3. Complete the fields under each section in the form
4. Click [Save] to save the new record or the [Save & New] button to save the current record and create a new one

A detailed page for the new record opens, showing the information that was entered.

After a record is created, a number of basic actions can be performed on the record, including editing, cloning, printing, or deleting the record. A Related Information section is automatically created.

Tip

When entering multiple new records, you may want to complete just the required fields, and click the [Save & New] button to create the next record. The details can be completed by editing the records at a later time.