Creating Records

You can create records in the Siebel application using several methods, such as clicking a button or choosing an option from a menu. When you create a record, a new record appears, containing fields to complete.

Creating Records Using the Plus (+) Icon

You can create a record using the plus (+) icon.

To create a record using the plus (+) icon

In the list or form, click the plus (+) icon.

A new record appears.
Enter the appropriate data, and save the record.

Creating Records Using the Cogwheel Icon

You can create a record using the Cogwheel icon.

To create a record using the cogwheel icon

In the list or form, click the Cogwheel icon, and then click New Record.

A new record appears.
Enter the appropriate data, and save the record.

Creating Records Using the Application-Level Menu

You can create a record using the application-level menu.

To create a record using the application-level menu

In the list or form, choose Edit, then New Record from the application-level menu.

A new record appears.
Enter the appropriate data, and save the record.