There are several ways to create a new database record.
New Icon
Click the New 
icon. The customer or contact screen appears
with blank fields.
Duplicate Icon
Click the Duplicate 
icon. The Duplicate command creates a new
record with the same information as the one displayed.
Menu
Select Record / New from the upper menu. You can also click the right mouse button to display a short cut menu and select New.
Creating Customers from Contact Records
To create a customer record from an existing contact record:
1. Go to the record in the contact database.
2. Select Record / Create Customer Record.
Creating Contacts from Customer Records
To create a contact record from an existing customer record:
1. Go to the record in the customer database.
2. Select Record / Create Contact Record.
