Follow the steps below to create a new record.
- At the App home screen, click Create Customer.
Note: The button name varies depending on a App name. For example, the button name will be
“Create Contact” if you are in the contact App.
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 Jan 28, 2025