Adding a record

Adding records is a basic part of setting up, updating, and maintaining your data. For example, you must create records or define the entities for which you need to store and process information, such as companies, employees, or vendors.

To add a new record:

  1. Access the single-record or header/detail form.
  2. Specify or select values for all key fields.
  3. Click Inquire. Performing the Inquire form action is not always required but is a good idea to check for existing records with the same key fields. If the record already exists, you can then check whether you specified the correct key fields.
  4. Specify or select values for other fields.
  5. Click Add.

    If the record you have created has no invalid data and is not missing any required data, the "Add Complete - Continue" message is displayed.

If you enable the Use Data Entry Field Advance feature, the cursor moves automatically through the fields on a form as you enter data. This option is enabled through the User Options menu. From the toolbar, select Preferences (checkmarks) and then select User Options.