New records are typically added to Q360 from the form of the type that matches your intended new record. That is, a new Call may be added from the Call form and a new Customer may be added from the Customer form. Note: you may need specific permissions based on the form type to which you intend to add a Record.
- Open a form of the type you wish to add
- Click ADD icon
- You may be prompted via a pop up window to enter some information such as a Company or Customer. Provide this information and click OK.
- Add as much information as you have to your new Record. Note: fields denoted with an asterisk are mandatory.
- Click SAVE icon
- If your new record has tabs and / or sub tabs, you may fill in whatever information you have on these as well
Important: ADD icons are form or grid specific. That is, the uppermost form ADD icon will create a new Record that matches the form Type, while the ADD icon on a grid will add a new row or Line Item to that specific grid. The DELETE icons on forms and grids function similarly. For examples of this, see above Add Records video.
Additionally, whether or not a form is in EDIT mode will directly affect how the individual grid ADD icon will function. If the main form is NOT in EDIT mode, clicking the grid ADD icon will open a blank new Record form. If the main form IS in EDIT mode, clicking the grid ADD icon will add a new line to the grid. This row’s contents may be edited directly in the grid by double clicking in an editable cell.