Add a Record to a Grid

Some grids allow you to add a new record directly to the grid. This saves time and also updates the record's respective hub or application.

To add a record to a grid:

  1. Open a record.
  2. Click the tab that contains the grid that you want to display.
  3. Click + Add below the grid to add a new row.
    Use the blank fields in each column to enter the new record's information.