Adding Other Records

You can add records storing contact information, notes, mailings etc. for companies and persons in your database.

There are dependent and independent records, see Database Structure.

To add independent records:

  1. Switch to the desired info area.
  2. Click (New).
  3. Enter the desired data.
  4. Click (Save).

To add dependent records:

  1. Switch to the company or person you wish to add the record to.
  2. Switch to the corresponding info area by clicking on the appropriate icon in the icon bar or select the info area from the Info menu.
  3. Use the (Dependence) button or select Data > Company-Related Info/Person-Related Info from the menu to determine whether to add dependent records to a company or person in the company:
    • Company-Related Info: Displays all records related to the selected company. New records are added for the company.
    • Person-Related Info: Displays all records related to the selected person. New records are added for the person.
    • Both: Displays records related to either the company or the person. No new records can be added when this option is selected.
    Note: If you enter records for a company without a person, then there is no difference between the Company-related Info and Person-related Info options. Company-dependent data is always displayed in this case, irrespective of whether you select Company-Related Info or Person-Related Info.

    If you enter records for a private person (Person info area) all dependent records are person-related as well.

  4. Click (New).
  5. Enter the desired data.
  6. Click (Save).