Difference between revisions of "New Record"

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m (Text replace - '[New]' to '[New Record]')
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To add a record to an object:
To add a record to an object:
#Select the object (tab) of interest
#Select the object (tab) of interest
#Click the [New Record] button to add a record
#Click the '''[New Record]''' button to add a record
#Complete the fields under each section in the form
#Complete the fields under each section in the form
#Click '''[Save]''' to save the new record or the [Save & New] button to save the current record and create a new one
#Click '''[Save]''' to save the new record or the [Save & New] button to save the current record and create a new one

Revision as of 21:29, 29 June 2011

To add a record to an object:

  1. Select the object (tab) of interest
  2. Click the [New Record] 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.