Creating Records and Record IDs

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Creating Records and Record IDs

A Record ID is the numerical ID that will help you identify a client. The system can auto-assign in the YYYYNNNN format, where YYYY is the year the record is opened, and NNNN increments with each record, or you can specify your own number. Once a Record ID has been assigned, it cannot be changed.

To create a new Record ID, a User must have the Create role.

From the dashboard, click on the Quick New Record option located on the bottom right corner. You can also create a new record by clicking on the Main Menu on the top left corner, and selecting the +CREATE RECORD option at the bottom of the list:

Then, complete the information in the fields. Fields with an asterisk (*) are mandatory. The More Options button allows you to change the default Record ID, default Open Date, and add a name in the Adverse Party field. When all mandatory fields are completed, the button CREATE will activate.

The system will take you to the Record View page.