Follow the steps below to create a new record.
- At the module home screen, click Create Customer.
Note: The button name varies depending on a module name. For example, the button name will be
“Create Contact” if you are in the contact module.
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2. Enter values in the fields. All red field names marked with an asterisk (*) are required.
3. Click Save to apply changes.
Last modified on Apr 11, 2018