User Manual 2.2
 
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(c) Endless Realities Inc.

1.5.1. Create New Records

Records can be created from tab home pages, tab drop down arrow, cloning existing records, or from related lists. This page will show how to add a record from a tab.
 
To quickly add a New Record, click the drop down arrow next to the tab/object name and click + New
 
To add a record from a tab home page:
 
1.5.1. Create New Records
1

Click Tab

1. Click Tab
Click the tab you would like to add a record to.
2

Click New

2. Click New
Click the New button to start creating a new record.
3

Select Record Type

3. Select Record Type
Select desired record type from drop down menu. Not all tabs will have a record type to select. In those cases you will just skip to step 5.
4

Click Next

4. Click Next
Click Next button to go to the data entry page.
5

Enter Data

5. Enter Data
Enter data into the fields. Fields with red bars are required.
6

Click Save

6. Click Save
Click Save button to create new record.
7

or Click Save & New

7. or Click Save & New
Click Save & New button to create new record and open a new record data entry page. Will start at step 3 if the tab has record types.
8

or Click Cancel

8. or Click Cancel
Click Cancel button to cancel making a new record. All data entered will be lost.

The contents of 1.5.1. Create New Records

1.5.1.1. Record Types