Add a Record

To add a new record for a particular Record Type, first select the Record Type from the top of the SharePortals front page: i.e. Contacts and Accounts for a default installation.

Once you are at the list view for that Record Type, click the green Add Contact (or Account depending on the specific entity chosen) button to create a new record.

First, you will be asked to name the new record. A record’s name has a slightly different meaning depending on its entity type:

• The name you give a Contact will be their Full Name
• The name you give an Account will be the Account Name

When you have given it a name, and clicked Save and Edit, you will be taken to the new record’s overview page. This contains the record’s data, other SharePortals records related to it, and all related documents/emails etc.

The left hand pane of the window contains the data items for the new record, presented in a vertically-scrollable list. You will notice that some of these fields have asterisks () to the right of them. This indicates a *required field, and means that field must be populated with information before the record can be saved.

Once you have filled out the required fields (and any others you want to populate), you need to save the record by clicking on the green Save button at the bottom of the field list.