To create a new record, first open the tab corresponding to the type of record you wish to create. For example, to create a new Client record, click the Clients button on the right-side button bar.

The tab opens.

Click the 'New Record' button
on the tab toolbar ![]()
A screen appears to allow you to enter details about the new record. In the case of the Clients tab, the Add New Client screen appears.

Enter the required data for the new record and click OK to save it. The tab refreshes to show your new record.

Please note: While the tab toolbar may differ slightly for each tab, all tabs share the same core set of toolbar buttons and functionality to create, delete, edit, refresh, and print data.
To learn more about working with tabbed screens, select a topic below: