You can create a new record from a list view or from an open record that provides an option to create a new record.

List View

To create a new record in list view, click the New button in the button bar.

 

 

In many cases, clicking New will immediately take you to a new page. In some cases, such as the Contact record type shown above,you may need to make a further selection from a list to indicate what kind of record you wish to create, such as a wizard.

Note: The New options that you see depend on your company policy. For example, some companies only allow you to create new records using a wizard, so that will be the only available option.

Open Record

Search for a specific record, and then click the New button next to the Search icon, if it is available.

When you create a new record, you are shown pages that contain fields that you can edit. The details of editing these fields are discussed in Editing a Record.

For new records of any record type, the History and Documents links in the left pane are disabled until the record is saved for the first time. After that, History and Documents are accessible. Similarly, the Address Books link for a new Contact record is disabled until the Contact is saved for the first time.