Fundamentals > Common Record Tasks >

Adding Records

You can add records throughout the Siebel application using several methods, such as clicking a button or choosing an option from a menu. When you add a record, a new record appears, containing fields that you need to complete. The procedures in this section show how to add records using some of the commands available throughout the application. You can use whichever method works best for you, or whichever method is available.

Some records contain read-only fields. Read-only fields are those in which you cannot enter data. You may not have user privileges that allow you to enter data in the read-only field, or the data may be automatically filled in by the system.

NOTE:  Not all users can add new records. Your ability to do so depends on the responsibilities given to you by your administrator.

To add a record using the New button

1. In the list or form, click New.

   A new record appears.

2. Enter the appropriate data and save the record.

To add a record using the menu button

1. In the list or form, click the menu button, and then click New Record.

   A new record appears.

2. Enter the appropriate data and save the record.

To add a record using the application-level menu

1. In the list or form, from the application-level menu, choose Edit > New Record.

   A new record appears.

2. Enter the appropriate data and save the record.

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