Records are the individual items that make up your SharePortals environment, such as accounts, people, orders, opportunities etc.

To create a new record, first select the record type from the dropdown list at the top of the SharePortals page.

In this example, we will add a new Account record:

  • We first select the Accounts menu item from the navigation bar:
  • We click on the green Add Account button:

A new page appears allowing us to enter information about the new Account. Required fields have asterisks next to them.

  • We enter initial information about the company. This would usually consist of attributes such at the records name:

  • We now have a choice of two options. We can Save and Edit, or Cancel.
    • Save and Edit will save the new Account record with our entered information, and take us to the account’s record page for adding additional information.
    • Cancel will return us to our list of Accounts without saving the currently-entered form information.
  • We only need to create one account, which we have now done. So we click Save and Edit and are taken to our Account’s record, with our new Account entry showing as successfully added:


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