You can create records in The Edge Platform by:
- Using the Create Buttons on any of the Hub Pages
- Using the Buttons specific to the record page
Then simply follow the prompts provided.
Create from a Hub Page
Select what you would like to create.
Add in relevant information.
Then once created you will be able to go directly to the record you have just created.
The new record will contain all of the information that has been entered under the details TAB.
Creating from a record
Within record pages you will be able to create using the green buttons.
NOTE: Only specific related records will be able to be created eg. from a Quote a Job and an Invoice record.
Review and provide any further information required.
Then you will be able to create and/or go directly to the record you have created.
As you can see the Job record contains all of the information you have provided under the Details TAB.
