Creating and Relating a New Record

Fill out the fields of this form with relevant information in order to create a new record to relate to the current one. Required fields have asterisks next to them:

• Enter the appropriate information for this new record.
• We now have a choice of three options. We can Save or Cancel.
  • Save will save the new Account record with our entered information, link it with the current record then take us back to the current record’s overview.
  • Cancel will return us to the current record’s overview without saving the currently-entered form information or linking it to the current record.