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Creating RecordsYou can create a record from different areas within the application. The area you choose depends on whether you want to:
NOTE: You can also add new records by importing records from external CSV files or by synchronizing with other applications. The type of records you can import depends on the privileges assigned to your user role. TIP: To prevent record duplication, search for the record before creating a new one, see Finding Records. To create a record using the Create section
To create a record from the Homepage, List, or Detail page
To create a record that is linked to the selected record
Entering Information in RecordsWhen you create records you can enter information directly into some fields, or select values from a drop-down list. In addition, for some fields you can click an icon to the right of the field to display a window from which you can select values or enter values. The icons that you can click are:
About Multi-select PicklistsA multi-select picklist is a picklist from which you can select multiple values. When you click the Lookup icon for a multi-select picklist, a pop-up appears, which allows you to select the required values by moving values from an Available list to a Selected list. You can also sort the values in the Selected list. Multi-select picklists are supported for the following record types:
About Phone Number FieldsPhone fields have a phone icon next to them. Clicking on the icon opens a phone verification window, which allows you to determine if the application has correctly identified the number: country code, city/area code, local number, and any extension for the number. When you close the phone verification window, or save the record, the application adjusts the phone number for international calls so that you see the entire sequence you need to dial. For example, if your Locale setting is English - United States and you enter a number for Spain (Country, City, and Local numbers), the application adds the international access code of 011 to the phone number. Additionally, if you want to determine the country code for a country, you can click the phone icon, select the country, and save the information. The country code for the country displays in the Phone field. About Address FieldsFor addresses, the application displays different fields to accommodate country-specific information. For example, if you select Japan as the Country for an account's billing address, the other address fields change to those fields needed for Japanese addresses, such as Chome, Ku, and Shi/Gun. In general, addresses are stored with the specific record type. However, some addresses are carried over when you link one record with another. For example, if you enter a billing and shipping address for an account, the billing address appears on the Contact Detail page when you link the account to the contact. If your company administrator has added the Addresses section to your application, you can track additional addresses for such records as accounts and contacts. When tracking addresses for contacts, the primary address is always the one you entered in the Alternate address section. | ||
Published 05/11/2007 |