Add New Entry help page

The Add New Process begins

...from either the Detailed View form or the Short View form when either the 'Add New' or 'Add' buttons, respectively, is pressed. In either case the Add New Form is displayed and the user's first task is to enter a name for this new entry. By Naming the entry the user begins the add new process. The Add New Form will guide the user through the process by sequentially displaying entry form pop ups for the primary data fields. This process is design to help make sure the basic entry information is input for each Account Tracker record. Please visit Add New Form for details on this process and more...