These instructions provide details on creating a new record in the Record Manager. When you create a record in this way, it will not be linked to any other records.
Note: While these instructions provide details for accessing the Select Family page via the Record Manager, you can also access the Select Family page via a link on the Home Page that has been configured to open this page directly.
To create a new record:
In the Record Manager workspace, click the icon.
The Select Family page appears.
In the Select Family list, select the family in which to create the new record.
Click OK.
The Record Manager page appears, displaying a blank datasheet for the selected family.
On the datasheet, complete the desired information.
Click the Save icon.
Note: To save the current record and create a new record in one step, you can click the icon. The record that you are currently viewing will be saved, and an empty datasheet will be displayed, where you can create a new record in the same family.
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