Last Updated: February 03, 2021

To add a data in a record, follow the steps below:

Step 1: From the dashboard, expand the Unassigned tab or a Solution located at the left side of your screen.
Step 2: Select the Records tab and it will direct you a record's information page.



Step 3: Expand the dropdown beside record name that first appears on the information page to show the list of records shared with you. Then select the specific record where you want to add data to.
Step 4: Click on Add Data button and manually fill-up the form.





You can also choose Import for bulk upload of data. Take note that when importing a file, make sure that the columns in your file match the fields in the system, or else the file will be invalid.

For example, if the fields in your system contain EmployeeName, MobileNumber, Department, the columns in your file should also be EmployeeName, MobileNumber, Department. Afterwards, it is up to you if you want to add another record (Submit & New) or simply exit from the window (Submit & Exit). You can also export the record details if you want to generate a file for other purposes.

RELATED ARTICLE(S):
Adding Data in a Record via Mobile
Bulk Edit and Deletion of Records
Adding Relationships Among Records

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