This article shows users how to create a new record.



Creating a New Record



To create a new record, click into a data tab and click the New Button.


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After clicking the New Button you'll be presented with an empty record template. Complete the record details and click Save.

  • Fields with a red vertical dash are mandatory fields and must be completed.
  • Click Save & New to create another new record.
  • Fields with a magnifying glass next to them are called Lookup Fields and will lookup other records in the system that you can relate to the record you're creating.


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Lookup Fields


Lookup Fields allow you to create relationships with other records in the system. When you click on the magnifying glass you'll be presented with the window below.

  • Select from a recently viewed record by clicking on the record Name.
  • Type a string in the search field and click Go! to find a record.
  • Click the New Button to create a new record if you can't find the record you're looking for in the system.