Inserting New Records

Many forms contain multiple records that appear as rows. For example, an ID might have multiple address records (billing, home, and emergency contact).

You must be careful when you insert a new record:

  • Once you start entering information for a new record, you must enter all required fields. If you change your mind, you must use Clear Record or Remove Record to exit. You cannot click out of a required field.
  • Sometimes you must save or delete a record before you can continue. The auto hint identifies these situations.

To insert a new record:

  • Place your cursor on an existing record.
  • Select the Insert Record function. A new blank record is inserted in the list of existing records.
  • Enter information for the new record. Make sure you enter all required fields.
  • Select the Save function.