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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...
Mon, 23 Mar, 2020 at 7:30 AM
How do I create a new Stakeholder Record?
Before adding any new Record, always do a quick search to check that it does not already exist. For a reminder of how to search, check out the article How t...
Wed, 29 Apr, 2020 at 8:02 AM
How do I create a new Event Record?
We recommend that before you add any new Record, always do a quick search to check that it does not already exist. For a quick reminder of how to search, ch...
Wed, 29 Apr, 2020 at 8:11 AM