Applications › Add new
The Add new area provides entry points for creating and maintaining core business records. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers can use these screens to add Accounts, Contacts, Calls, Meetings, Tasks, Visits, Payments, and Products.
The area supports the day-to-day capture of customer and supplier relationship information, sales activities, operational follow-ups, financial payments, and product records. These records provide the information used across sales, purchasing, Warehouse, finance, and project-related work.
Use the relevant screen to enter the record type required for the current business activity, then save it or return to the applicable workspace or reporting area.
What you can do here
- Use Save to save the current Account, Contact, activity, Payment, or Product record.
- Use Save and Close to save the current record and close its screen.
- Use Select to choose an available record or value for the current entry.
- Use Attach to add an attachment to the current record.
- Use Delete to remove the current record.
- Use Tickets to access Tickets.
- Use Dashboard, Reports, My Desk, or Sales to move to the corresponding application area.
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