Methods to add new information

To add new information, you can use one of the following methods:

• Click in the top right corner of the screen. Then, select the type of record you want to add, for example, Person, Case, or Opportunity.
• Use the action buttons on the right-hand side of the screen. 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.