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Adding a New Record

The process for adding a new record is the same for all modules.

To verify that the record does not already exist:

  1. Launch the appropriate module (e.g., CRM) from the Module Menu.
  2. Click the appropriate group item link (e.g., Individuals) located in the left navigation bar.
  3. Click the Find [group item] hyperlink.

The Find [Group Item] page displays. The Find page allows you to verify that the record does not already exist in the database.

  1. On the Find page, enter search criteria to search for the record.
  2. Click the Go button.

If the record is not in the database, proceed to the next step to add the record.

To add a new record:

  1. Launch the appropriate module (e.g., CRM) from the Module Menu.
  2. Click the appropriate group item link (e.g., Individuals) located in the left navigation bar.
  3. Click the Add [group item] (i.e. Add Individuals) hyperlink.

  1. In the page that displays, enter the appropriate information in the data fields.
  2. Click Save. The record is added to the database.