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Creating new records and relationships

Adding Records
A Record is any new entry into the system in the form of an Entity; including Stakeholders, Properties, Events, Actions, Documents, or any other Entities th...
Sat, 11 Jul, 2020 at 10:40 AM
How to Create a New Stakeholder Record
We recommend that before you add any new Records, always do a quick search to check if it already exist. For a quick reminder of how to search, check out t...
Sat, 11 Jul, 2020 at 10:40 AM
How to Create a New Event Record
We recommend that before you add any new Records, always do a quick search to check if it already exist. For a quick reminder of how to search, check out t...
Sat, 11 Jul, 2020 at 10:40 AM
How to Add an Event from a Stakeholder Record
There are two common situations when you need to assign an Event Record to a Stakeholder Record.  A) A new Stakeholder Record has just been created and ...
Sat, 11 Jul, 2020 at 10:41 AM
How to Assign an Existing Event to an Existing Stakeholder
You can create relationships between existing Records by adding a 'link' between the Records.  The example below creates a relationship betwee...
Sat, 11 Jul, 2020 at 10:41 AM
How to Add Stakeholders to Events
Once you have created the Event Record, you can link Stakeholder Records to the Event by creating a "relationship" between them.  Not only can...
Sat, 11 Jul, 2020 at 10:41 AM