Access To Record

This feature allows users to maintain any record of any module accessible from the menu.

Record are accessible using the following path :

Go To Main Menu > Marketing & sales OR Any other menu item > Leads (example module)

Create New Record

access-record2

Go To Record section, To create new leads, click on add-50x50

That will lead to a pop-up form. Fill in the details related to the new Record and save.

Users can use Go to full form option to add Record information in detail if required.

Updated on May 3, 2023