This is the instruction on how to add records in Flex Suite
In this example we will show how to add an Organization
To add new record press the “Add Record” button in the top right corner like shown in the image
You can enter all useful information in this form
In the upper area you enter the general information and in fields bellow you can add additional data.
Fields with red stars are obligatory
When you finish press the Save button below to
When the Records is saved you can see it listed with other records
When you open a record you will see this Summary page
Here you can see the list of basic information about the record:
- Key Fields
- Documents
- Activities
- Comments
