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.
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Add in relevant information.
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Then once created you will be able to go directly to the record you have just created.
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The new record will contain all of the information that has been entered under the details TAB.
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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.
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Review and provide any further information required.
Then you will be able to create and/or go directly to the record you have created.
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As you can see the Job record contains all of the information you have provided under the Details TAB.
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