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Pop Out List or Menu Button with Context Area
You can add new information by:
- Activating the New Pop Out List. To do this, either right-click or hover over the New menu button, and select the type of information you want to add. For example, Person, Case, or Opportunity.
- Selecting the New menu button. To do this, click the New menu button, then select the type of information you want to add from the context area of the screen.
- The action buttons on the right-hand side of the screen can also be used to add information. These are available when you already have a folder of information open.
Whichever method you use, the system is smart enough to add in the context information if it is available. For example, if you already have the company Design Right Inc open and you add a new person, they will automatically be "filed" with Design Right when you save the person details.
See Also:
Changing company details
Adding a new address to an existing company
Adding a new person to an existing company
Adding a person without a company link
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