Create a Record

Create a Record

Creating a record is simple, but there are some things to note. First we'll cover off how to create an record.

Go to your New + page. Select the category of record you would like to create from the list of entries.

Fill it out and hit save. That's it!

If you do not intend to save the record, you should hit 'Cancel'. When you create a record, it's available before you save it in case you are collaborating over live sync. If you do not save it, the record is automatically deleted, but cancelling expediates this process.

If you do intend to keep the record, make sure to hit 'Save'. This will ensure that it doesn't get deleted.