Add a New Record from a Lookup
If you do not find the record that you want while using a lookup, you can create a new record from your current location in the hubs.
For example, after meeting a new contact, you can enter the contact record in the Contacts hub and then use the Associations tab to add the associated firm and in-pursuit project records without leaving the Contacts hub. This allows you to enter all of a contact's information without requiring you to open three different hubs in the process.
If Vantagepoint detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.
To add a new record from a lookup: