Index

Field Descriptions
If you want to create a record by specifying its name only, type the name in the Look for field and then click Easy-Add. Later you can enter more information for the record.
For example, if you want to create a sale for a new customer, but don’t have time to record all of their details in a card, type their name in the Look for field and then click Easy-Add. A card will be created for the customer, which you can complete with their other card details later.
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